Family Matters
We understand that your family is one of the most important things to you. We can help you get the most from your money for a brighter future.
Why work with us?
Trusted Financial Advice
At TFA, we understand how much your family means to you. Our goal is to help you get the most from your money, creating a brighter future for you and your loved-ones. However big or small your family, giving consideration to your money matters is essential. And our independent family financial advisors help you do to exactly that.
So whether you need advice with estate planning, investments, pensions or protection for both you and your family members, we can help. Our independent advisers will work with you to suggest unbiased recommendations you can trust.
They will work with you to understand what is important to you and your family. That means starting with a clear picture of your financial needs and objectives. They will explain how our service works and ensure you are happy with the plan before moving forward with you.
Our independent advisers will draw a detailed picture of your current situation and confirm your objectives. They then research the marketplace and come back with their recommendations.
Our advisers will always provide you with written information on any suitable products they recommend or those you have asked us for. We operate transparently and will advise you of our charges up-front, notifying you in writing should these change.
What we can offer
Life insurance and protection
Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
Children’s investment
Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
School fee plans
We can guide you in choosing the right investment to save in advance for school or university fees
Estate planning and protection
Protect your assets in life and plan well to ensure your family benefits fully through inheritance
What our clients say
5/5
Independent Service Rating based on 359 verified reviews.
Mrs Loxley
I had more questions than most I think - Jason was really patient and explained everything as many times as I needed. He always answered my calls
A Trusted Customer
Ross and Sarah were brilliant and very supportive.
A Trusted Customer
I didn't feel pressurized into getting a policy that I didn't understand or wasn't happy with.
Can’t find what you’re looking for?
Make the first steps with one of our family financial advisers
Secure Client Area
Log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device.
Not registered? As a client of TFA you can sign up for your own PFP via this link. Please register using the email address we hold on file for you. If you have more than one email address and are unsure which we have on file please contact your Financial Adviser or Mortgage Adviser. You can download our PFP Getting Started Guide here.
News & Insights
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Looking after you, your family and business during the coronavirus pandemic
...
Our latest Smart Money Magazine looks at how the coronavirus crisis has not only drastically changed all aspects of life as we know it, but it has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events. We hope you find this issue useful, and if you require any further help or guidance, please do not hesitate to contact us.https://tfagroup.co.uk/sharper-focus-on-money/
Sharper focus on money - TFA Trusted Financial Advice
tfagroup.co.uk
The coronavirus crisis has drastically changed all aspects of life as we know it, but it has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events.TFA – Trusted Financial Advice is looking for an enthusiastic Wealth Management Administrator to join our highly successful Financial Services team based in Plymouth. The successful candidate could be an established wealth administrator or a graduate who is wishing to begin their career in financial services. There is the opportunity for supported study for the CII Financial Adviser qualifications whilst working in this role.
The successful candidate will be able to demonstrate previous Sales Support experience within an IFA, tied agent or life assurance environment, you will be joining part of a growing and dynamic company.
You will be part of a small sales support and financial planning admin team that provides administration and sales support to our Independent Financial Advisers:
Diary and appointment management
Processing “new business”, ensuring checks have been completed in readiness for submission
Monitoring new business pipeline through to completion
Handling general “after-sales” enquiries, including general support to IFA’s, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
General Administration such as preparing letters to clients.
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 have:
Extremely good organisational skills with excellent communication.
Previous Financial Services Administration Experience is preferred (Good working knowledge of Intelligent Office would be advantageous)
Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 3 A Levels or equivalent) grades A-C
A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines
Ability to deal with clients on the phone and in person
A friendly and confident manner with a pride in your personal appearance
An understanding of the importance of confidentiality including the Data Protection Act
A flexible team player who thrives in a fast-paced working environment
Ability to multi-task, possessing excellent attention to detail and used to working to tight deadlines.
Company Benefits:
Competitive salary with annual review
20 days holiday plus bank holidays
37.5 hours per week
Life Assurance (3 x Salary)
Personal Pension – Employer 5%, Employee min 3%
Please apply with a copy of your CV and a covering letter explaining why you feel you are suited to this role.
Happy Friday Afternoon! So what's your next move?
We're looking for a Wealth Administrator to join our team to provide maternity. There is the possibility that the role may become permanent. Find out more on our website and get in touch. ow.ly/VA0p50A5TwI
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