Paraplanner (Level 4+)

At Trusted Financial Advice, we’re redefining what paraplanning looks like in a modern advice firm – and we’re looking for an experienced Paraplanner to help shape what comes next.

This isn’t a pure report‑writing role.

You’ll work closely with advisers, be involved across the full advice journey, contribute ideas that genuinely influence how advice is delivered, and help evolve our processes, standards and ways of working.

✔ Real involvement in advice – not just production

✔ The opportunity to influence and improve how paraplanning works

✔ Interesting, high‑quality client cases

✔ A supportive, collaborative and forward‑thinking team

✔ A modern Plymouth office and ambitious long‑term plans

• A flexible, tailored package that reflects your experience

• Company pension, Death in Service and employee support services

• Ongoing CPD and professional development

• A role where your voice, insight and expertise genuinely matter

If you’re an experienced paraplanner (Level 4+) who wants more autonomy, more influence and more engagement than a traditional back‑office role, we’d love to hear from you.

Location: Plympton, Devon

Apply to: Charly Higman, Operations Director.

Email: [email protected]