Join Us
TFA offers a wonderful opportunity for financial and mortgage advisers, either employed or self-employed, to join our extensive team based throughout the South and South West of England.
Why join us?
Trusted Financial Advice
Since its formation in 1997, TFA has welcomed many IFAs and IFA businesses into our fold. We enjoy long term relationships with our Independent Financial Advisers who share our client focused approach.
We also offer the opportunity for advisers to move from being employed to self-employed. If you are currently an employed adviser and wish to develop your own wealth management or mortgage advice business, we can offer practical, financial and developmental input to assist you with this on your journey to being an IFA or Mortgage Adviser.
For those of you who have no previous experience of giving financial or mortgage advice we do on occasion offer the opportunity to join us whilst you become qualified. Helping you start your own wealth management or mortgage business. We also offer opportunities in support roles in wealth and mortgage administration, and these will be advertised below when they are available.
What we can offer
Lifestyle Approach
TFA was conceived in 1997 to be different from the large corporates and to give our advisers the ability to run a business that reflects their lifestyle. This culture continues today. But don’t just take our word for it, read the stories below from a range of our independent advisers.
Service We provide
The focus of TFA is providing truly exemplary service and advice to clients and in turn we provide the best level of service and support to you.
IT systems and Resources we invest in
We are a company that encourages ideas and innovation. We source and invest heavily in the best technological solutions for both our advisers or our colleagues and our clients benefit.
Networking & Support available
With our own in-house compliance, training and marketing the necessary resources and support are on hand to help, especially to new joiners who may be transitioning from being employed to self-employed.
Marketing Support
Marketing is crucial to developing your business and acquiring new clients. We proactively market TFA and provide you with the content and resources you need to promote your business.
Succession Planning
Selling your business is no longer as easy as it once was, especially with the recent changes to Data Protection. At TFA our approach to succession planning will help you plan your retirement and not just that of your clients!
What we are looking for
Paraplanner – Level 4 Qualified
About the job
At Trusted Financial Advice, we’re redefining what paraplanning looks like in a modern advice firm – and we’re looking for an experienced Paraplanner to help shape what comes next.
This isn’t a pure report‑writing role.
You’ll work closely with advisers, be involved across the full advice journey, contribute ideas that genuinely influence how advice is delivered, and help evolve our processes, standards and ways of working.
Why join us?
✔ Real involvement in advice – not just production
✔ The opportunity to influence and improve how paraplanning works
✔ Interesting, high‑quality client cases
✔ A supportive, collaborative and forward‑thinking team
✔ A modern Plymouth office and ambitious long‑term plans
What’s on offer
• A flexible, tailored package that reflects your experience
• Company pension, Death in Service and employee support services
• Ongoing CPD and professional development
• A role where your voice, insight and expertise genuinely matter
If you’re an experienced paraplanner (Level 4+) who wants more autonomy, more influence and more engagement than a traditional back‑office role, we’d love to hear from you.
Location: Plympton, Devon
Apply to: Charly Higman, Operations Director.
Email: charly.higman@tfagroup.co.uk
Independent Financial Adviser – Plymouth or Truro
About Us
At TFA, we’ve been delivering exceptional, independent financial advice for over 25 years, backed by more than 2,000 verified 5-star client reviews. We combine a client-first culture with modern technology — including AI-assisted efficiencies, secure client portals, and advanced cash flow modelling — giving ambitious advisers the tools to perform at their best.
The Role
We’re seeking a self-driven IFA who wants to grow professionally, achieve meaningful client outcomes, and be rewarded accordingly. You’ll have the benefit of support to help you focus on building relationships and delivering advice that makes a difference.
What You’ll Do
- Manage and grow a client portfolio, delivering advice across areas such as pensions, investments, protection, and estate planning.
- Collaborate with our mortgage and protection specialists to provide a seamless service to clients.
- Conduct thorough fact finds and deliver financial plans that prioritise client needs.
- Build lasting relationships through proactive service, referrals, and networking.
- Use our integrated CRM (Intelliflo Office), client portals, and planning tools to enhance efficiency.
- Maintain the highest standards of FCA compliance and ethical conduct.
What We’re Looking For
- Level 4 Diploma in Financial Planning (DipPFS or equivalent) – ideally working towards Chartered status.
- Proven track record in managing and growing a client book.
- Strong IT skills and enthusiasm for technology-driven solutions.
- Commercially minded, results-focused, and self-motivated.
- Excellent relationship-building and communication skills.
- Experience using Intelliflo Office is highly desirable.
What We Offer
- Flexible, tailored package with performance-based incentives.
- Support to help you maximise client-facing time.
- Career progression opportunities, including support towards Chartered status.
- Company pension, holiday entitlement, Death in Service cover, and employee support services.
- Offices in Truro or Plymouth, with flexibility across the Southwest.
This Role Suits…
Advisers who are driven, proactive, and motivated to exceed expectations. This is a place where your voice is heard, your ideas matter, and you can make a real impact — while continuing to develop professionally. If you’re here to grow, perform, and make a real difference, we’ll give you the platform to do it.
Apply Now
Apply to: Charly Higman, Operations Director.
Email: charly.higman@tfagroup.co.uk
Quick Contact
Get in touch and let us know how we can help you.
