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.

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.

• 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.

• 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.

• 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.

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 to: Charly Higman, Operations Director.
Email: charly.higman@tfagroup.co.uk

Trusted Financial Advice (TFA) has been delivering exceptional, independent financial advice for over 25 years. With more than 2,000 verified 5-star reviews, our reputation is built on professionalism, innovation, and outstanding client outcomes. We are a firm that embraces technology – including AI and advanced digital tools – ensuring our team has the resources to deliver exceptional service efficiently.

Based in our Plymouth office, this is not a “sit in the back office” report-writing role. We’re looking for a Senior Paraplanner who thrives on collaboration, brings deep technical expertise, and is ready to take — or grow into — a leadership role. You’ll work directly with advisers, influence how we deliver advice, and play a key role in developing and enhancing our paraplanning capability, including integrating cutting-edge technology into our processes and working closely with our support teams to optimise client service.

• Partner with advisers to design and refine client solutions across pensions, investments, and estate planning.
• Conduct in-depth research and complex technical analysis to support tailored recommendations.
• Drive the adoption and development of AI-assisted tools to streamline workflows and improve client outcomes.
• Mentor junior team members, fostering best practices and technical excellence.
• Ensure compliance with FCA regulations and internal policies.
• Shape the way we deliver advice, improving efficiency and client experience.

• Proven experience as a Paraplanner in an IFA or wealth management setting.
• Level 4 Diploma in Financial Planning (DipPFS or equivalent).
• Strong technical knowledge of pensions, investments, and taxation.
• Experience in using Intelligent Office to a high standard very desirable.
• Passion for embracing and implementing new technology.
• Leadership potential and the ability to inspire others.
• Exceptional organisational skills, attention to detail, and communication ability.

• Flexible, tailored package to reflect your experience and the value you bring.
• Company pension, holiday entitlement, Death in Service cover, and employee support services.
• A key role in a forward-thinking, progressive firm where your ideas matter.
• Ongoing CPD and professional development.
• Modern, collaborative Plymouth office environment.

If you’re ready to step beyond standard paraplanning and take on a role where your leadership, technical skills, and ideas will directly influence how we deliver advice, we’d love to hear from you.

Apply to: Charly Higman, Operations Director
Email: charly.higman@tfagroup.co.uk