Financial adviser Work, Jobs in Ivybridge, 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
Financial Services Administrator (Experienced)
Sound Financial Management Ltd —Plymouth
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
13d
[260514R1] Director of Finance & Chief Financial Officer
Reach South Academy Trust —Plymouth
- £90,000 - £114,225 a year
- Monday to Friday
- Leadership
- School
Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Torquay
- Hybrid work
- Team management
- Training & development
Financial Planner
TFA Trusted Financial Advice —Plympton
- £40,000 - £60,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Life insurance
- Sick pay
Quick apply
Head of Capability - Asset Management
Babcock International —Plymouth
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Administrator (part-time, 12-month FTC)
PKF Francis Clark —Torquay
- Part-time
- Organisational skills
- Communication skills
- Time management
13d
Audit Senior
Azets —Plymouth
- Full-time
- Mentoring
Quick apply
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Torquay
- Hybrid work
- Business development
- Mentoring
- Training & development
VAT (Indirect Tax) Manager
PKF Francis Clark —Torquay
- Hybrid work
- Business development
- Communication skills
Financial Adviser
Partnership Recruitment —Newton Abbot
- Part-time
- Hybrid work
- Business development
- School
Private Client Tax Manager
PKF Francis Clark —Torquay
- Hybrid work
- Mentoring
- Training & development
- Tax experience
Sales Adviser
Jewson —Paignton
- Part-time
- Customer service
- Computer literacy
- Organisational skills
- Annual leave
- Employee discount

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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

Refine Your Search

financial adviser jobs in ivybridge, dev

Paraplanner

Financial Services Administrator (Experienced)

[260514R1] Director of Finance & Chief Financial Officer

Financial Planning Associate - Plymouth

Company Accountant

Finance Business Partner (Senior Commercial Finance Manager)

Financial Planner

Head of Capability - Asset Management

Administrator (part-time, 12-month FTC)

Audit Senior

VAT (Indirect Tax) Senior Manager

VAT (Indirect Tax) Manager

Financial Adviser

Private Client Tax Manager

Sales Adviser

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