Financial planner Work, Jobs in Turnchapel, Dev (with Salaries)

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
14d
Financial Planning Associate - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planner - Plymouth
Atomos —Plymouth
- Hybrid work
- CRM software

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Financial Planner

TFA Trusted Financial Advice
Plympton

Quick apply

Job details

Permanent | Full-time
£40,000 - £60,000 a year
14 days ago

Benefits

Cycle to work scheme
Company pension
Life insurance
Sick pay

Qualifications

CRM software
Financial Conduct Authority guidelines
Pension
Lead generation for financial services industry
Driving Licence
Financial advisory experience
Client engagement
Relationship management
Multidisciplinary collaboration
Networking
Estate planning
Communication skills

Full job description

About Trusted Financial Advice (TFA)

TFA is a well-regarded independent financial advice firm with over 25 years of experience supporting advisers. We offer a collaborative environment where advisers retain control over their client relationships while benefiting from a robust support framework. Our services span mortgages, protection, pensions, investments, and wealth planning. We pride ourselves on delivering exceptional client service, reflected in our consistently high ratings on Feefo. With over 2,000 verified reviews, the vast majority of which are 5-star, our clients regularly praise our professionalism, clarity, and personalised approach, helping clients feel confident in choosing TFA.

Job Overview

We are seeking a dynamic and client-focused Wealth Adviser to join our employed team. This role is ideal for someone passionate about delivering holistic financial advice and building long-term client relationships. You’ll work with clients across various life stages, helping them achieve their financial goals through tailored strategies.

Key Responsibilities

Provide independent financial advice across pensions, investments, and estate planning.
Conduct comprehensive fact finds and develop bespoke financial plans.
Maintain and grow a portfolio of clients through referrals, networking, and internal leads.
Collaborate with mortgage and protection advisers to ensure seamless cross-service delivery.
Use TFA’s digital tools including encrypted client portals and cash flow modelling software.
Ensure compliance with FCA regulations and internal policies.
Participate in regular CPD activities, team meetings, and marketing initiatives.

Candidate Profile

Level 4 Diploma in Financial Planning (DipPFS or equivalent).
Proven experience in financial advice.
Strong interpersonal and communication skills.
Commitment to ethical advice and client-centric service.
Comfortable with digital tools and remote client engagement.
Must have full driving license.

Support Provided

Full administration support.
CRM, AI and research tools.

Benefits

Competitive salary with performance-based incentives.
Pension scheme and holiday entitlement.
Death in Service and employee support services
Opportunities for career progression.
Collaborative and supportive team culture.

Pay: £40,000.00-£60,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Life insurance
Sick pay

Work Location: In person

Quick apply

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financial planner jobs in turnchapel, dev

Financial Planner

Financial Planning Associate - Plymouth

Financial Planner - Plymouth

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