Helping you to live a happier, healthier and wealthier retirement.
We believe that life is an opportunity. We recognise everyone is unique and that real planning changes lives, giving you the freedom and confidence to live the life you deserve.
WE WON!! - Very proud that we won the award for adviser firm of the year in the midlands and east anglia region at last nights Professional Adviser Awards.
Well done to all the TFP team Olivia MaynardLauren TurnerCurtis BerryConnor GriffithsLucy ReederSamantha BirdHannah Little & Casey
Not only are we brilliant thought leaders in the world of retirement planning...
...We are now award winning brilliant thought leaders in the world of retirement planning
Operations Director ✨ | Focusing on culture & making sure TFP is an incredible community to be a part of 🌱 | Helping people live with passion, purpose & and a hint of rebellion 🚀
Operations Director ✨ | Focusing on culture & making sure TFP is an incredible community to be a part of 🌱 | Helping people live with passion, purpose & and a hint of rebellion 🚀
WE ARE HIRING ✨
💼 £40,000 - £47,000
Are you incredible with people? Do you have an eye for detail and all things experience?
Are you looking for a rewarding and exciting career journey?
At TFP, we are looking for an ambitious, hard working and experience driven rockstar to join us on the Paraplanning team and help us to continue to grow our small but mighty financial planning firm.
As a Paraplanner, you will be working within our advice team alongside our financial planners and existing paraplanners to offer a world class service to people who are looking to design a life with purpose, passion and a hint of rebellion
.
This will involve the following:
🤝Building Relationships with new and existing TFP clients
🚀Creating world class advice solutions
👌Keeping track of projects and liaising with clients and providers
Plus, you may sometimes be:
🗣️Assisting in client meetings
💥Coming up with new ideas to revolutionise the work we do
As part of this role, you will receive:
✅ Laptop and Remarkable
✅ Employer Pension
✅ group income protection
✅ group death in service
✅ vitality PMI
✅25 days holiday plus bank holidays
✅The week between Christmas and New Years off
✅ Never work your birthday
✅Flexible working policy
✅Exams and Training paid for
✅Chartered Insurance Institute & NextGen Planners Memberships
Why work with us?
👉Clear and exciting career progression from day one
👉We value attitude over competence - if you have the drive, we'll provide the tools for success
👉We expect you to work hard and get stuck in. If you are someone who won't go the extra mile, this role isn't for you
👉We laugh every day and have the most amazing fun together as a team
How to apply:
Send us your CV, along with why you think you're the right person for the role!
You can contact any of the guys at Anthony George Recruitment (Lee OldLewis ByfordKelley Giddy) or drop me a message and say hello 👋
Did you know ⁉️
A recent study showed that only 14% of retirees are drawing down their principal, which means that the other 86% are drawing down the amount that their portfolio returns or even less! This video explores the deep-seated fear of running out of money in retirement and its potential impact.
https://buff.ly/3Njb6OV#TFPFinancialPlanning#RetirementPlanning#HowMuchIsEnough
