Paraplanner

Overview

We are seeking a driven and experienced Paraplanner to join our team orting directly to the Senior Paraplanner, your main responsibilities involve writing financial planning and suitability reports and letters, ensuring documents are compliant and technically accurate. You will work within a team to deliver the best outcomes for our clients, managing tasks from research through to report writing and form preparation.

Location: Hessle, East Riding of Yorkshire

Contract Type: Permanent, Full Time Hours: 35 hours per week

About the Role: We are seeking a driven and experienced Paraplanner to join our team orting directly to the Senior Paraplanner, your main responsibilities involve writing suitability reports and letters, ensuring documents are compliant and technically accurate. You will work within a team to deliver the best outcomes for our clients, managing tasks from research through to report writing and form preparation.

We aim to provide a clear guide to success in this role so you know what is expected and how to shine at IFP.

Who is this for? This role is designed for someone with a strong work ethic who is 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 and is not afraid to tackle challenges head-on.

Official title: Paraplanner

Reporting to: Senior Paraplanner and ultimately to our Executive Director, Joe

Why this role matters Our Paraplanner handles tasks in a timely, efficient and accurate manner to help ensure clients receive high-quality service aligned with our client-centred approach. Your contribution supports our mission to change lives for the better through independent financial advice, education and support.

Values Mindful, Integrity, Collaboration — these guide our service delivery and client outcomes.

Key Responsibilities:

• Writing financial planning and suitability reports and letters using appropriate research tools to achieve the best client outcomes.
• Ensuring client files (Fact Find, Adviser meeting notes, product information) are complete and accurate.
• Ensuring client files, suitability reports and letters are compliant and technically accurate, liaising with compliance support as needed.
• Obtaining illustrations, information and valuations from product providers as required.
• Completing and checking tax calculations where necessary.
• Submitting business to providers promptly and within agreed timescales.
• Providing support and training to educate and guide other staff members where required.
• Assisting with research required by IFP’s Proposition Team.
• Following processes and workflows in line with IFP standards.
• Maintaining daily task organiser, planning workload and meeting deadlines.
• Delivering a professional service for clients, providers, partners, and visitors.
• Working in line with IFP’s CPD and T&C schemes.

Skills & Experience Required:

• Achieved CII Level 4 Diploma in Regulated Financial Planning (essential).
• Working towards CII Level 6 Chartered Financial Planner (desirable).
• Minimum 1 year experience in a paraplanning role.
• Excellent knowledge of Microsoft 365; knowledge of Intelligent Office is desirable.
• Excellent organisational skills with the ability to prioritise and meet deadlines.
• Excellent verbal and written communication skills.
• Strong English language and mathematical skills.
• Consistently delivers high-quality work with great attention to detail.

Salary and Benefits:

• £30,160 – £41,080 per year
• Quarterly bonus
• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Enhanced maternity and paternity leave
• Financial planning services
• Flexitime
• Free flu jabs and parking
• Life insurance
• Private medical insurance
• Work from home

How to Apply: To apply, please click the ‘apply now’ button, or send your CV and a brief cover letter outlining your suitability for the role to s.sharp@ Applications will be reviewed on a rolling basis.

We look forward to welcoming a dedicated and passionate Paraplanner to our team, where you’ll play a key role in helping us deliver exceptional service and make a real difference in our clients’ lives.