Plymouth
Financial Planning
Full time
Self-Employed
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, honing our skills and developing our service offering to deliver a 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 South West region, including Truro, Falmouth, Plymouth, and surrounding areas.
Working with the Director of Financial Planning, you will be responsible for providing holistic financial advice on investment planning, company investments, inheritance tax planning, pensions, life, and protection.
This position would benefit someone looking to work closely with accountants and benefit from warm referrals from various TC office locations.
For more details about our Financial Services Proposition, click here.
Key Responsibilities Include
1. Establishing contact with potential clients and developing appropriate business relationships.
2. Reviewing existing clients’ circumstances and addressing them as appropriate to company standards.
3. Constructing suitable solutions based on the principles of best advice; producing reports and recommendations to company standards and implementing solutions as agreed with clients.
4. Ensuring high standards of client care by demonstrating sound competence throughout all stages of the advisory process.
Client meetings will be conducted via Teams and face-to-face. The role may require travel to appointments and coverage of other TC offices, so a driving license and car are necessary.
We are looking for self-employed advisors with the following skills and experience:
1. Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered status is preferred.
2. Previous experience working with accountants is advantageous.
3. Experienced and current Financial Adviser with a track record of building long-term client relationships.
4. Ability to self-manage and communicate confidently with TC Partners and other business areas.
5. Technically proficient.
6. Good knowledge of tax planning strategies within personal and company investments.
7. Holistic knowledge across protection, pensions, and investment planning.
8. Organized and professional.
About Us
TC Group is rapidly growing and evolving! We’re an ambitious team committed to providing a high-quality experience for our clients. Our expanding client base includes the UK’s ambitious business owners, SMEs, and large corporations. We aim to support them in making courageous decisions to grow their businesses.
Our success relies on our knowledgeable, energetic, and agile team who work diligently to assist our clients with daily business needs and strategic growth.
We seek talented individuals who are technically brilliant, solution-focused, and strive for excellence. Each team member plays a vital role in shaping our company’s culture and growth.
Note: We can only consider applications from candidates based in the UK. Sponsorship is not available.
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