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?
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.
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.
Independent Mortgage Adviser
I’m excited to be joining TFA Trusted Financial Advice and realising my ambition to be able to offer clients truly unrestricted and independent advice. Since joining TFA I have been impressed by the level of support I’ve received and also the range of tools I now have access to that will help me source the best products for our clients. I’ve known Ross and Ben for a long time and am very much looking forward to working with them both.
Independent Financial Adviser
I’m really excited to have joined TFA. Right from my initial discussions with Chris Glazier, through to the excellent training process after joining, it is clear that TFA are focused on really looking after their clients. This is at the heart of everything they do and is reflected in their dedication to providing the support, tools and flexibility to their advisers to help them to achieve this. The client-centric, family ethos is exactly what I have been looking for. I was very impressed with how heavily TFA have invested in technology to not only make an advisers role easier but also to provide the most comprehensive advice for their clients in addition to protecting their data and making the administration process as seamless as possible. TFA discussed with me my objectives, areas of interest and strengths and have been incredibly supportive of helping me to pursue these and I firmly believe that they have offered me the best opportunity to become the adviser I want to be and to provide an incredible service to my clients.
Independent Mortgage Adviser CertRBCB, CeMAP, CeRER
I joined TFA on 5th February 2019 and honestly haven’t looked back. After working for a High Street Bank for 17 years, the thought of going independent was a daunting one, particularly with a young family to support and a busy farming husband. TFA couldn’t have made the transition simpler, less stressful or been more supportive. I received comprehensive training from both Charlotte and Charly at a time that suited my family on all areas to ensure my start to client facing was a successful one as well as my business being marketed in the best way possible. …….Thankyou TFA!
Independent Mortgage Adviser
I chose TFA because although I have been in financial services for over 15 years, the whole world of an independent mortgage adviser was new to me. It felt exciting but also very scary! I wanted to go with a firm that would not only be able to offer me training but one that would also provide me with support and guidance. My reasons for going self employed was to have a better work life balance for my family. I loved being a manager with a large bank but the time on the road meant spending a lot of time away from home which was hard with small children. In 2018 I made the move and I have never looked back. Being self employed gives me the freedom to work around children in the evenings and at weekends, which I have also found offers flexibility for clients that they struggle to find with other advisers. I researched a number of companies to work with and I wanted to find a company that offered me the flexibility and also one that didn’t have the hard sales environment that could mean the balance wasn’t mine to manage. TFA are a local company, when I met with the director Chris Glazier, I instantly knew they would look after me as an adviser and support me to make my business successful. He understood my reasons and the need for me to ensure my work life balance was achieved and this meant everything to me.
Fellow of the Personal Finance Society
Previously I worked in a number of roles within a high street bank. It soon became clear to me that I needed to change career paths. Why? The bank could only offer their own products, therefore limiting the choice for clients. The ability to offer an independent advice service, accessing the whole of the market is key and TFA enables me to provide this to my clients. The opportunity to provide that independence within a firm that offers a truly client centred approach attracted me to TFA as it enables me to provide my clients with the best solution possible.
Chartered Financial Planner
I joined TFA in 2013 having worked for several large organisations where the main focus was on achieving sales targets and not the individual customer. I had over the years met with other advisers from TFA who all spoke very highly of the company. Clearly the client and not sales targets were the most important factor. When I approached TFA to join them I was interviewed by Chris Glazier (MD) and Theresa Atal (Compliance Director). I was impressed by their relaxed, professional approach and care for the client and reputation of TFA.
Independent Financial Adviser & Chartered Financial Planner
I joined TFA in 2016 after hearing great things from a former colleague about his experiences. I have found TFA to be a forward thinking company that encourages ideas & innovation. There is a continuous drive to develop and improve, allowing me to provide better service to my clients. One area TFA continue to make significant strides in is the adoption of new software and technology, something I have been given the opportunity to help shape & develop over the last 4 years.
Independent Mortgage Adviser
Joining TFA has been a fantastic career choice that I have not regretted since day 1. Having come from an employed role with a high street bank the flexibility being self employed provides is something I would struggle to give up now. The trust and support the management team at TFA have showed in me has been a big factor of this. TFA provides a ‘family’ run feel when it comes to working here and they support their staff and advisors with great marketing and networking backing along with high levels of IT and system resources.
We are recruiting for a Senior Wealth Administrator. Can be based in our Plymouth Office or the opportunity to work from home (subject to circumstances).
You will need to demonstrate previous sales support experience within an IFA, tied agent or life assurance environment.
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:
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.
Delayed from autumn 2020, Chancellor Rishi Sunak yesterday delivered his bounce back Budget. Here are the key takea… https://t.co/2jJsusBAWD
Senior Wealth/IF Administrator needed for a Plymouth based adviser. Full details and how to apply can be found on o… https://t.co/9nXfMjklGS
Honest trustworthy everything explained s
★★★★★
https://t.co/Ao9RNivHfb https://t.co/iKiQC7vXDO
Darren had big shoes to follow after my p
★★★★★
https://t.co/uCkWkyaZjg https://t.co/p3ehEes4fi
Happy Friday Afternoon! So what’s your next move?
We’re looking for a Wealth Administrator to join our team to pro… https://t.co/4hOQVejT78
How will you pay the bills if you were sick or injured and couldn’t work? What this crisis has shown is that being… https://t.co/sGG6y6FtXB
COVID-19 has led to stock market turbulence but remember that pension savings are for the long term, this blog look… https://t.co/tU7LuTsRGF
House mover momentum surges in the #SouthWest, esp in #Plymouth & #Truro, according to #Rightmove. With offices in… https://t.co/EuaF1bHvd3
TFA - Trusted Financial Advice
20 hours ago
Delayed from autumn 2020, Chancellor Rishi Sunak yesterday delivered his bounce back Budget. Here are the key takeaways for your personal finances. If you would like to discuss your personal finances please get in touch ow.ly/ZF8J50DPOo5 ... See MoreSee Less
TFA - Trusted Financial Advice
3 days ago
Senior Wealth/IF Administrator needed for a Plymouth based adviser. Full details and how to apply can be found on our website. ow.ly/yP7350DNInS ... See MoreSee Less
TFA - Trusted Financial Advice
4 weeks ago
We are delighted to have received this award. Customer service is at the heart of our business and to have it recognised by @NatWest is amazing! Thank you to all our exceptional Mortgage Advisers and Administrators who have played their part in winning this prestigious award. ... See MoreSee Less
TFA wins 2020 NatWest Local Hero Mortgage Award!
tfagroup.co.uk
We are extremely pleased to have won the 2020 NatWest Local Hero Mortgage Award for the South West England category having been the runner up in 2019.