Senior Paraplanner (Team Leader)

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?

Senior Paraplanner (Team Leader)

Who do you report to?

You’ll be reporting to our Executive Director, Joe.

Who reports directly to you?

As a Senior you’ll lead the Paraplanning Team, made up of 5 individuals.

What is your ‘why’?

We know the importance of the Senior Paraplanner 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. We do this by providing independent financial advice, education and support. You’re in this for the long term, and so are we. In your role you oversee the new business journey, ensuring that every step – from research to report writing and form preparation to submitting final recommendations - is handled with care and precision.

Additionally, by leading the Paraplanning team to handle these tasks in a timely, efficient and accurate manner, you’re not just checking off tasks; you’re ensuring our clients receive the high-quality service that aligns with our client-centred approach.

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 leadership, 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; it's about leading with purpose and thriving in your role, ensuring every action you and the team takes, contributes to our overarching goal: to change lives for the better, including yours!

Key Responsibilities:

Senior Responsibilities

- Attend Management Meetings, relaying key information/proposals to the Managers and, where necessary, Directors.

- Providing support and training to educate and guide other staff members.

- Lead weekly team meetings to deliver all relevant communications, confirm allocation of work, deal with any team queries or issues, etc.

- Support, motivate and guide the team to ensure all work and allocations are completed within agreed timescales to achieve new business targets.

- Authorise and manage cover for the team’s annual/sick leave.

- Hold individual monthly one to one’s with the team members.

- Write training guides and processes for any work taken on by the team.

- Ensure all internal records are kept up to date with current centralised investment proposition detail, current year allowances and current fund info.

- To be an active member of company focus groups, providing technical expertise as required.

Paraplanner Responsibilities

- Writing financial planning and suitability reports and letters using the appropriate research tools, ensuring the best client outcomes.

- Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete.

- Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support.

- Obtaining illustrations, information and valuations from product providers as required.

- Completing and checking tax calculations where necessary.

- Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales.

- Ensuring processes and workflows are followed in line with IFP standards.

- Maintain your daily task organiser, planning your workload, ensuring deadlines are met.

- Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors.

- Work in line with IFP’s CPD scheme and T&C scheme.

Skills & Experience Required:

- Achieved CII Level 4 Diploma in Regulated Financial Planning (essential).

- Achieved/working towards CII Level 6 Chartered Financial Planner (within a 36 month period).

- Previous managerial experience preferred.

- Previous paraplanning experience essential.

- Excellent knowledge of Microsoft 365 programmes and, desirably, Intelligent Office.

- Excellent organisation skills, with an ability to prioritise workloads and meet deadlines.

- Demonstrable skills in the ability to both lead and motivate staff.

- Excellent verbal and written communication skills.

- 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.

Location: Hessle, East Riding of Yorkshire

Contract Type: Full Time

Contract Length: Permanent

Hours: 35 hours per week

Pay: £32,760.00-£39,520.00 per year

Additional pay:

• Quarterly bonus

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Flexitime
• Free flu jabs
• Free parking
• Gym membership
• Health & wellbeing programme
• Life insurance
• On-site parking
• Paid volunteer time
• Private medical insurance
• Work from home