TFP is dedicated to revolutionising financial planning with innovation, inspiration, and adventure. Established in 1995, our mission is to empower individuals by crafting bold, personalised financial strategies that translate dreams into realities, fostering true wealth and freedom.

Role Overview

The Paraplanner at TFP is pivotal in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking essential research. This role contributes significantly to the crafting of precise, compliant financial strategies that align with client goals and TFP's high standards of client service.

Key Responsibilities

• Prepare and maintain client files and financial plans.

• Conduct technical research and calculations related to financial products and services.

• Ensure the accuracy and compliance of financial recommendations.

• Support Financial Planners with technical queries and the development of advice strategies.

• Contribute to the continuous improvement of internal processes and client servicing

Skills and Qualifications

Required

Strong analytical skills, excellent organisational capabilities, ability to work collaboratively, and high attention to detail.



Preferred

Experience in financial planning or related roles; certifications in financial planning such as DipPFS for Paraplanners or higher qualifications for advanced roles.

Experience Requirements

Proven experience in financial planning, with a focus on technical support and client file management

Education Requirements

Minimum of a Diploma in Financial Planning (DipPFS); higher certifications appreciated.

Competencies

• Technical: Proficient in financial software and tools, knowledgeable in financial regulations.

• Behavioural: Strong interpersonal skills, proactive, team-oriented, and a passion for delivering exceptional client experiences.

Salary and Benefits

Salary Range

£31,000 - £47,000, depending on experience.

Benefits

Comprehensive package including, 25 days holiday, flexible personal appointments, optional PMI, pension contributions

Work Environment:

Location

Office-based with options for flexible working arrangements.

Culture

Collaborative, innovative, and empowering, with a flat organisational structure that encourages creativity and autonomy.

Reporting Structure

Direct collaboration with Financial Planners and the Client Experience

Managers, with no traditional reporting lines due to TFP's flat structure.

Career Progression

Opportunities for advancement into senior paraplanning or financial planning roles, supported by professional development and certification pathways.

How to apply

If you are interested in this role, please contact olivia@tfp-fp.com.