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?  

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.
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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.
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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.
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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.
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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.
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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!
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But don’t just take our word for it

What we are looking for

Wealth Administrator Truro

We are recruiting for a Wealth Administrator for our Truro office.

You will need to demonstrate previous sales support experience within an IFA, tied agent or life assurance environment.

Main purpose of the role

  • To work in partnership with Independent Financial Advisers to ensure a seamless service to our clients is provided
  • To process all new business documentation pertaining to pension, investment, funds and protection, from submission to completion through effective communication with our clients, partner firms and TFA advisers & management.
  • To ensure regulatory and company compliance levels are maintained through use of our back office systems – Intelligent Office.

Key Tasks

  • Requesting policy information from providers.
  • Electronic filing of client correspondence and all other relevant documentation at the time of processing
  • Obtaining client valuations and updating IO with fund information.
  • Diary management, task management and event scheduling for both adviser and yourself.
  • Updating and maintaining client details on IO
  • Dealing with telephone, email and postal queries from clients and partner firms
  • Dealing with transfer of agency novations, letters of authority and chasing fees.
  • Preparing client valuations, illustrations and quotations
  • Reception/Office duties – ensuring the office is presentable and compliant at all times

You will have

This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment. You will need to have:

  • Previous wealth management administration experience gained within the financial services environment
  • Excellent IT skills (fully proficient with Microsoft Office and financial services back office systems preferably Intelligent Office)
  • A good standard of education (minimum 9 GCSE’s or equivalents grade A-C)
  • A methodical systematic and very organised approach and be able to co-ordinate and prioritise workload to meet deadlines.
  • Excellent communication and interpersonal skills
  • The ability to be flexible and a team player who thrives in a fast-paced working environment
  • The ability to multi-task and have an excellent attention to detail

Salary & Benefits

  • Salary £18k to £24k depending upon qualifications and experience
  • 20 days holiday plus bank holidays
  • 37.5 hours per week
  • Life assurance ( 3 times salary)
  • Personal Pension – Employer 5%, Employee min 3%
  • Annual Review and opportunity for training and professional qualifications

Are we the right company for you?

To find out whether we are the right company for you why not take a look at what our people say by scrolling through the comments above? You can see the advisers and administrators who work for us on Our People page and you can also see what our clients say about the level of service we provide to them by reading their feedack on Feefo which you can navigate to here or from our homepage. You can also check us out on Facebook, Instagram, Twitter and LinkedIn.

To apply for this opportunity please call Charlotte Glazier on 0800 389 9708 or email your CV and covering letter to charlotte.glazier@tfagroup.co.uk

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