Paraplanner

TFA Trusted Financial Advice; Plymouth; On-site; GBP 32,000 - 42,000; Full time

Job summary

TFA Trusted Financial Advice in Plymouth is seeking a dedicated Paraplanner to support financial advisers in delivering compliant, client-focused advice. You will gather and analyse client information, prepare suitability reports, and assist with investment research to underpin robust recommendations.

Working on-site in Plymouth, you will produce precise documentation, keep records up to date, and collaborate closely with advisers and support staff to ensure a consistent, high-quality client

Qualifications

• Candidates should possess strong Financial Planning and Finance skills, with an understanding of pensions, investments, and protection solutions.
• Candidates should possess solid Analytical Skills and the ability to interpret client data, market information, and product details to support advice.
• Candidates should possess knowledge of Investments, including risk profiling, asset allocation, and portfolio construction principles.
• Candidates should possess clear and accurate Report Writing skills, with attention to detail and strong written communication abilities.
• Relevant qualifications such as Diploma in Financial Planning (e.g., Level 4) or progress toward professional certifications are beneficial.
• Familiarity with financial planning software, CRM systems, and regulatory requirements (e.g., FCA rules) is advantageous.
• Strong organizational skills, ability to manage multiple cases, and a collaborative working style within an advice team are beneficial.

Responsibilities

• The Paraplanner will support financial advisers in delivering high‑quality, compliant financial advice to clients.
• Day‑to‑day responsibilities include gathering and analyzing client information, preparing suitability reports and recommendation documents, and assisting with financial planning and investment research.
• The role involves producing accurate documentation, maintaining up‑to‑date records, and ensuring all advice aligns with regulatory and internal standards.
• The Paraplanner will collaborate closely with advisers and administrative team members to contribute to efficient client service and a consistent client experience.

Skills

Analytical skills

Financial planning

Pensions knowledge

Investments knowledge

Report writing

Data interpretation

Regulatory awareness

Education

Diploma in Financial Planning (Level 4)

Progress toward professional certifications

Tools

CRM systems

Financial planning software

Job description

Company Description

TFA Trusted Financial Advice is an award-winning, independent financial advice firm supporting individuals, families, and businesses with pensions, investments, protection insurance, and mortgages. As a whole-of-market provider, TFA offers tailored advice across areas such as retirement planning, wealth management, ethical investing, and later-life lending. The firm is committed to using its financial expertise to deliver positive, client-focused outcomes and to make financial planning more accessible and less daunting. Clients can engage with TFA through flexible service offerings, ranging from comprehensive wealth management to specific, issue-based advice, delivered in person, via video, or by telephone. At the core of TFA’s work is a strong focus on long‑term relationships and ensuring each client receives solutions that fit their unique circumstances.

Role Description

The Paraplanner will support financial advisers in delivering high‑quality, compliant financial advice to clients. Day‑to‑day responsibilities include gathering and analyzing client information, preparing suitability reports and recommendation documents, and assisting with financial planning and investment research. The role involves producing accurate documentation, maintaining up‑to‑date records, and ensuring all advice aligns with regulatory and internal standards. The Paraplanner will collaborate closely with advisers and administrative team members to contribute to efficient client service and a consistent client experience. This is a full‑time, on‑site role based in Plymouth.

Qualifications

• Candidates should possess strong Financial Planning and Finance skills, with an understanding of pensions, investments, and protection solutions.
• Candidates should possess solid Analytical Skills and the ability to interpret client data, market information, and product details to support advice.
• Candidates should possess knowledge of Investments, including risk profiling, asset allocation, and portfolio construction principles.
• Candidates should possess clear and accurate Report Writing skills, with attention to detail and strong written communication abilities.
• Relevant qualifications such as Diploma in Financial Planning (e.g., Level 4) or progress toward professional certifications are beneficial.
• Familiarity with financial planning software, CRM systems, and regulatory requirements (e.g., FCA rules) is advantageous.
• Strong organizational skills, ability to manage multiple cases, and a collaborative working style within an advice team are beneficial.