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
