At TFA, we’ve been delivering exceptional, independent financial advice for over 25 years, backed by more than 2,000 verified 5-star client reviews. We combine a client-first culture with modern technology — including AI-assisted efficiencies, secure client portals, and advanced cash flow modelling — giving ambitious advisers the tools to perform at their best.
We’re seeking a self-driven IFA who wants to grow professionally, achieve meaningful client outcomes, and be rewarded accordingly. You’ll have the benefit of support to help you focus on building relationships and delivering advice that makes a difference.
What You’ll Do
* Manage and grow a client portfolio, delivering advice across areas such as pensions, investments, protection, and estate planning.
* Collaborate with our mortgage and protection specialists to provide a seamless service to clients.
* Conduct thorough fact finds and deliver financial plans that prioritise client needs.
* Build lasting relationships through proactive service, referrals, and networking.
* Use our integrated CRM (Intelliflo Office), client portals, and planning tools to enhance efficiency.
* Maintain the highest standards of FCA compliance and ethical conduct.
What We’re Looking For
* Level 4 Diploma in Financial Planning (DipPFS or equivalent) – ideally working towards Chartered status.
* Proven track record in managing and growing a client book.
* Strong IT skills and enthusiasm for technology-driven solutions.
* Commercially minded, results-focused, and self-motivated.
* Excellent relationship-building and communication skills.
* Experience using Intelliflo Office is highly desirable.
What We Offer
* Flexible, tailored package with performance-based incentives.
* Support to help you maximise client-facing time.
* Career progression opportunities, including support towards Chartered status.
* Company pension, holiday entitlement, Death in Service cover, and employee support services.
* Offices in Truro or Plymouth, with flexibility across the Southwest.
This Role Suits…
Advisers who are driven, proactive, and motivated to exceed expectations. This is a place where your voice is heard, your ideas matter, and you can make a real impact — while continuing to develop professionally. If you’re here to grow, perform, and make a real difference, we’ll give you the platform to do it.
Apply Now
If you’re ready to take your IFA career to the next level, with the tools, support, and environment to succeed, we’d love to hear from you.
Apply to:Charly Higman, Operations Director.
Email: charly.higman@tfagroup.co.uk
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