Independent Financial Advisor - TC Group : Job Details

Ideally, we are looking for candidates on a self-employed basis who are looking for a home for their existing clients, however in exceptional cases we would consider engaging someone on employed terms.

About the Independent Financial Advisor role

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

We have an exciting opportunity for an Independent Financial Adviser to cover our Plymouth, Truro, Falmouth and surrounding areas. 

Working with the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance tax planning, pension, life and protection.

This is a pure advisory role, full para-planning and administration will be provided.

This would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of TC office locations.

For further details of our Financial Services Proposition, click here: https://services/business/financial-services/

Key responsibilities of an Independent Financial Advisor will include:

• establishing contact with potential clients and developing appropriate business relationships
• reviewing existing clients’ circumstances and address as appropriate to company standards
• constructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement solutions as agreed with clients
• ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.

Client meetings will take place using Zoom / Teams and face to face. As part of the role you may be asked to travel to appointments and cover other TC offices so a driving licence and car are required.

About you

We are looking for candidates with the following skills and experience:

• fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideal
• previous experience working with accountants is an advantage
• experienced and current Financial Adviser used to building long term client relationships
• ability to self-manage and communicate confidently with TC Partners and other areas of the business
• technically proficient
• good knowledge of tax planning strategies within both personal and company investments
• holistic knowledge across protection, pension and investment planning
• organised and professional

About us

TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.

We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.

We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.