Financial Planner; East Yorkshire

We are seeking a driven and experienced Financial Planner to join our team orting directly to our Executive Director, your main responsibilities in this role will involve qualifying new leads, providing a holistic financial planning service, and ensuring the client file and associated documents are fully and comprehensively complete. You will work within a team to ensure we deliver the best outcomes for our clients, ensuring work in progress is completed within the specified timescale and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.

Financial Planner / Chartered Financial Planner

Hessle, East Riding of Yorkshire

Permanent, Full Time Hours: 35 hours per week

We are seeking a driven and experienced Financial Planner to join our team orting directly to our Executive Director, your main responsibilities in this role will involve qualifying new leads, providing a holistic financial planning service, and ensuring the client file and associated documents are fully and comprehensively complete. You will work within a team to ensure we deliver the best outcomes for our clients, ensuring work in progress is completed within the specified timescale and is wholly accurate, guaranteeing clients always receive a high standard of advice and care.

We might call this a

Job Description , but it’s much more than a title – it’s your guide to success in this role. After reading this, you’ll know exactly what’s expected of you and what it takes to shine at IFP.

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. 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 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!

• Qualifying new leads that are received by the business through various…