Mortgage Matters
Buying your first home, moving home or remortgaging your home can be a complex and confusing ordeal. But it needn’t be when you work with an independent mortgage adviser from TFA.
Why work with us?
Trusted Financial Advice
Our friendly independent mortgage advisers will work with you giving you an unbiased recommendation. Thanks to our impartiality, we can compare thousands of mortgages to find the right one for you. We then manage your mortgage application from start to finish to save you the time and trouble.
With access to mortgages not available to the public via the high street or internet you can be confident of getting the best deal for you.
Our independent mortgage specialists will fully assess your personal circumstances, including affordability, the most suitable term and type of mortgage for you and any known changes to your circumstances.
They will research the market and match your requirements with the differing qualifying criteria and product options available.
Our advisers will discuss with you how best to protect both you and your property against unforeseen circumstances that might otherwise result in you being unable to maintain your mortgage repayments. TFA advisers independently research and source protection products such as life assurance and income protection without restriction.
You will always be provided with written information on any suitable products recommended or those you have asked us for. We operate transparently and will advise you of our charges up-front and notify you in writing should these change.
What our clients say
What we can offer
First Time Buyers
Friendly advice on choosing the right mortgage and securing the finances for your first home
Remortgaging
Helping get you the best deal on the market when by switching to a new mortgage product
Moving Home
Review your current mortgage arrangements and get the best deal for your new circumstances
Mortgage Calculators
Your home may be repossessed if you do not keep up repayment on your mortgage.
Can’t find what you’re looking for?
Make the first steps with one of our mortgage 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. You may also watch our short video to find out more.
Money Advice Service Publications
- You can afford the mortgage now but what if....?
- Problems paying your mortgage?
- Late miscarriage, stillbirth, neonatal death - A guide to the financial help available
- Credit Unions
- Dealing with your endowment shortfall
- Endowment Mortgage Compensation
- Equity Release Schemes
- Fee free basis bank accounts
- Making and endowment complaint
- Making the most your your money
- Need help managing your money?
- Sale and rent back schemes
- Take action - Interest Only Mortgages
- The Redundancy Handbook
Why not watch these videos from the Money Advice Service which will explain the basics. Our advisers will discuss your mortgage requirements in detail.
Choose the right mortgage
Remortgaging your property
Timeline to buying a home
Buildings insurance explained
What is an offset mortgage?
Should you overpay your mortgage?
Buy-to-let mortgage guide
Financial responsibilities if you rent out
News & Insights
Unlocking property wealth
Are you ‘property rich’ but want or need more than you have saved?
An increasing number of ...
Open Banking gives you a new way to link you bank accounts with your secure client portal PFP, ...
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.