Join to apply for the Independent Financial Advisor - South West role at TC Professional Services
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Join to apply for the Independent Financial Advisor - South West role at TC Professional Services
Independent Financial Adviser (Self-Employed) – South West
About The Independent Financial Adviser 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, and we’ve developed our service offering to deliver a wide range of bespoke support and advice to ambitious business owners and their businesses.
Location: Plymouth
Role Type: Financial Planning, Full time, Self-Employed
We have an exciting opportunity for an Independent Financial Adviser to cover our South West region, including Truro, Falmouth, Plymouth, and surrounding areas. Working with the Director of Financial Planning, you will provide holistic financial advice on investments, company investments, inheritance tax planning, pensions, life, and protection.
This role benefits those looking to work closely with accountants and receive warm referrals from multiple TC office locations.
For more details, visit: https://www.tc-group.com/services/business/financial-services/
Key Responsibilities:
1. Establish contact with potential clients and develop business relationships.
2. Review existing clients’ circumstances and provide appropriate advice.
3. Construct suitable solutions based on the principles of best advice, produce reports, and implement solutions.
4. Ensure high standards of client care and demonstrate sound competence throughout the advisory process.
Client meetings will be conducted via Teams and face-to-face. Travel to appointments and other TC offices may be required, so a driving license and car are necessary.
Candidate Requirements:
* Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered status preferred.
* Experience working with accountants is advantageous.
* Proven experience as a Financial Adviser, building long-term client relationships.
* Ability to self-manage and communicate confidently with TC Partners.
* Technically proficient with good knowledge of tax planning strategies for personal and company investments.
* Holistic knowledge across protection, pensions, and investment planning.
* Organized and professional demeanor.
About Us
TC Group is rapidly growing and evolving. We aim to provide a high-quality experience for our clients, supporting UK’s ambitious business owners, SMEs, and large corporations. We value knowledgeable, energetic, and agile team members who contribute to our culture of growth and excellence.
Note: Only candidates based in the UK are eligible; sponsorship is not available.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance and Sales
Industries
* Accounting
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