Overview
Independent Financial Adviser (Self-Employed) – East Anglia at TC Group
We are TC Group, a growing top 20 UK accounting and advisory firm with over 30 years of experience. We’re seeking an Independent Financial Adviser to cover the East Anglia region, working with the Director of Financial Planning to provide holistic financial advice across investment planning, company investments, inheritance tax planning, pensions, life and protection.
This role benefits from working closely with accountants and warm referrals from TC office locations.
Location: East Anglia (Colchester area) and virtual/office-based as appropriate. Travel to appointments and visiting other TC offices may be required; a valid driving licence and car are required.
Note: We can only accept applications from candidates based in the UK, and sponsorship is not available.
Key Responsibilities
* Establish contact with potential clients and develop appropriate business relationships.
* Review existing clients’ circumstances and address as appropriate to company standards.
* Construct suitable solutions based on best-advice principles; produce reports and recommendations to company standards and implement solutions as agreed with clients.
* Ensure high standards of client care by demonstrating competence across all stages of the advisory process.
Client meetings will take place using Teams and face-to-face. You may be asked to travel to appointments and cover other TC offices, so a driving licence and car are required.
Qualifications & Experience
* Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered status is ideal.
* Experience working with accountants is advantageous.
* Proven track record as a Financial Adviser with long-term client relationships.
* Ability to self-manage and communicate confidently with TC Partners and other areas of the business.
* Technically proficient with good knowledge of tax planning strategies for personal and company investments.
* Holistic knowledge across protection, pension and investment planning.
* Organised and professional.
About Us
TC Group is growing rapidly and aims to deliver a high-quality experience for clients. We support ambitious business owners, SMEs and large Corporations with knowledgeable, energetic, and agile services to help them grow and achieve their goals.
We are seeking talented individuals who are technically excellent, solution-focused, and committed to being the best in class. Each member contributes to the unique culture and continued growth of our business.
Application Details
We can only accept applications from candidates based in the UK. Sponsorship is not available.
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