Senior Paraplanner Plymouth

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