Paraplanner Work, Jobs in Buckfastleigh, Dev (with Salaries)

Paraplanner
TFA Trusted Financial Advice —Plymouth
- £35,000 - £45,000 a year
- Full-time
- Mentoring
- In-person
- AI
- Free parking
- Life insurance
Quick apply
Paraplanner
Swiss Life Global Solutions —Exeter
- Annual leave
- Employee assistance programme
10d
Financial Adviser
Partnership Recruitment —Newton Abbot
- Part-time
- Hybrid work
- Business development
- School

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Paraplanner

TFA Trusted Financial Advice
Plymouth

Quick apply

Job details

Permanent | Full-time
£35,000 - £45,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Life insurance
Sick pay
On-site parking

Qualifications

Financial Conduct Authority guidelines
Pension
Report writing
Mentoring junior staff
Process improvement
Mentoring
AI
Estate planning

Full job description

About Us

Trusted Financial Advice (TFA) has been delivering exceptional, independent financial advice for over 25 years. Our reputation is built on professionalism, innovation, and strong client outcomes. We are a firm that actively embraces technology, including AI and modern digital tools, to continually improve how we deliver advice and support our clients.

The Role

Based in our Plymouth office, this is not just a “sit in the back office” report-writing role.

We are looking for an experienced Paraplanner who enjoys working closely with advisers and operational teams, brings strong technical capability, and wants to help shape how modern paraplanning should be delivered.

You will play a hands-on role in developing paraplanning processes, embracing smarter ways of working, supporting junior team members, and influencing how advice is delivered end-to-end. This role suits someone who wants more than pure production work and is motivated by building something better.

What You’ll Do

Work closely with advisers to research, design, and refine client solutions across pensions, investments, protection, and estate planning
Carry out detailed technical analysis and support the creation of clear, high-quality, client-focused advice
Help drive the adoption and development of technology and AI-assisted tools to improve efficiency, quality, and consistency
Mentor and support junior colleagues, helping raise technical standards and confidence across the team
Collaborate with operational and administrative staff to improve handovers, workflow, and case progression
Ensure all work meets FCA requirements and aligns with internal policies and best practice
Contribute ideas and practical improvements that shape the future of paraplanning within the business

What We’re Looking For

Proven experience as a Paraplanner within an IFA or wealth management firm
Level 4 Diploma in Financial Planning (DipPFS or equivalent)
Solid technical knowledge across pensions, investments, and taxation
A genuine interest in improving processes and embracing new technology
Confidence working collaboratively with advisers and operational teams
A mentoring mindset and willingness to support junior staff
Experience using Intelliflo Office to a high standard is highly desirable

What We Offer

A flexible, tailored package reflecting your experience and the value you bring
Company pension, holiday entitlement, Death in Service cover, and employee support services
Ongoing CPD and professional development
A key role in a forward-thinking, progressive firm where your ideas genuinely matter
A modern, collaborative Plymouth office environment

Be Part of Something Bigger

If you want a paraplanner role where you can move beyond pure report writing, influence how the role evolves, embrace better tools, and help raise standards across the business, we would love to hear from you.

Apply to: Operations Director

Location: Plymouth

Pay: £35,000.00-£45,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Free parking
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

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