Financial Planner (South/West Yorkshire)

Informed Financial Planning; South Yorkshire; On-site; GBP 40,000 - 60,000; Full time

Job summary

Informed Financial Planning (IFP) is seeking a Financial Planner / Chartered Financial Planner to join our client-focused team in South Yorkshire. You will deliver independent advice and build long-term client relationships in line with our mission to change lives for the better.

Reporting to the Business Development Manager, you will collaborate with a paraplanner and client services administrator to provide holistic planning, ongoing strategy meetings and compliant high-standard advice while

Qualifications

• Achieved CII Level 4 Diploma in Regulated Financial Planning.
• Working towards CII Level 6 Chartered Financial Planner within 36 months.
• Experience with clients in a financial planner capacity.

Responsibilities

• Qualifying new leads and providing holistic financial planning.
• Conduct ongoing strategic meetings and handle day-to-day administration.
• Ensure client files and adviser notes are complete.
• Collaborate with support staff to meet deadlines and maintain high-quality advice.
• Provide training and support to other staff.
• Assist with projects and provide technical expertise as required.
• Ensure processes follow IFP standards.
• Plan workload and meet deadlines daily.
• Deliver professional service to clients, providers and partners.
• Follow CPD and SoPS to stay current.
• Seek new business opportunities and referrals to grow client base.

Skills

CII Level 4 Diploma

Chartered Level 6

Client facing

Microsoft 365

Intelligent Office

Communication

Organization

Attention to detail

Business development

Education

CII Level 4 Diploma in Regulated Financial Planning

CII Level 6 Chartered Financial Planner (in progress)

Tools

Microsoft 365

Intelligent Office

Job description

Who is this for?

This role is designed for someone with a strong work ethic who's ready to put in the effort. At IFP, we set high standards because we're dedicated to delivering our mission, vision and core values. We need someone who shares that commitment - someone who's not afraid to roll up their sleeves and tackle challenges head-on.

What is the 'official' title for this role?

Financial Planner / Chartered Financial Planner

Who do you report to?

You'll be reporting to our Business Development Manager, Ellie Dickens.

Who reports directly to you?

This role doesn't hold any managerial responsibilities however you will lead a team who help you achieve great outcomes for our clients, such as a dedicated Paraplanner and Client Services administrator.

What is your 'why'?

We know the importance of the Financial Planner role, but what matters most is that you do, too.

Your 'why' is at the heart of our vision of changing lives for the better and our mission that we believe you should be empowered to create a better future. You're in this for the long term, and so are we.

In your role you will be dealing with clients directly to help change their lives for the better. This will involve work with both new clients and those who have already started their journey with IFP.

As a Financial Planner, you will play a vital role in guiding our clients toward achieving their financial goals. By understanding their unique circumstances and dreams, you will provide independent advice and recommendations to help them achieve their aspirations and financial security.

With a focus on building long-term relationships, you will empower clients to take control of their financial future!

Throughout the client journey you will communicate with all teams at IFP to work towards excellent outcomes for our clients in a timely manner.

Your dedication to our values; being mindful, acting with integrity and working collaboratively in order to achieve, directly impacts the exceptional service we're known for. With your input and dedication to the role, our team can continue to earn 5-star reviews, uphold our reputation, and most importantly, make a meaningful difference in the lives of our clients.

Your 'why' is about more than just managing tasks and dealing with clients; it's about working with purpose and thriving in your role, ensuring every action you take, contributes to our overarching goal: to change lives for the better, including yours!

Key Responsibilities

• Qualifying new leads that are received by the business through various sources.
• Providing a holistic financial planning service to all clients who fall within our target market. This will include Ongoing Strategy Meetings, dealing with all day-to-day administration and handling ad-hoc tasks as and when these arise.
• Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete.
• Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.
• Providing support and training to educate and guide other staff members.
• To assist with company, focus group projects, providing technical expertise as required.
• Ensuring processes and workflows are followed in line with IFP standards.
• Maintaining your daily task organiser, planning your workload, ensuring deadlines are met.
• Delivering an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.
• Working in line with IPF's CPD scheme and T&C scheme and ensuring your annual Statement of Professional Standing is up to date.
• Looking for new business opportunities to enhance your own and IPF's client base. This will include working with external professional partners, encouraging client referrals and networking to raise IPF's brand awareness.
• Adhere to the cross-cutting rules and act in the spirit of the Consumer Duty to support the achievement of good Client Outcomes.

Skills & Experience Required

• Achieved CII Level 4 Diploma in Regulated Financial Planning
• Achieved/working towards CII Level 6 Chartered Financial Planner (within a 36 month period)
• Experience working with clients in a financial planner capacity
• Commitment towards personal development, particularly towards qualifications.
• Strong verbal communication, written communication, presentation and rapport building skills.
• Excellent knowledge of Microsoft 365 programmes and, desirably, Intelligent Office.
• Excellent organisation skills, with an ability to prioritise workloads and meet deadlines.
• Good grasp of English language and Mathematical concepts.
• Takes personal responsibility for consistently delivering high quality work with an excellent level of attention to detail.
• Ambition and drive to build professional connection relationships resulting in the generation of new leads for the business.