Independent Financial Adviser

1 week ago

Colchester, Essex, United Kingdom TC-Group Full time

Independent Financial Adviser (self employed) - North Essex


Our Financial Services division is expanding rapidly to respond to high levels of demand and we have an exciting new opportunity for a self employed Independent Financial Adviser to cover the North Essex area.

Ideally, we are looking for advisers who have their own transferable client bank.


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 paraplanning and administration can be provided.

Key responsibilities 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 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.

- 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
- own transferable client bank is advantageous but not essential
- 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

A generous remuneration package includes:
- competitive market rate salary
- bonus structure based on the higher of salary or 50% of fee income after costs
- pension scheme
- life assurance

  • 23 days annual leave (exc BH) increasing by one day per year up to a maximum of 28 days
- core hours with flexible working hours
- remote / hybrid flexible working
- opportunity to purchase additional holiday days
- access to our corporate reward scheme
- employee Assistance Programme
- opportunity to develop your skills and progress within the Firm
- relaxed and friendly working environment

About us
TC Group is a highly innovative, leading edge firm of accountants and professional advisers.


Officially one of the fastest growing Top 30 UK firms with offices across the South West, South East, London, Midlands and the North, we are the first to offer a full range of complementary professional services in the areas of financial planning, legal and HR.

We are also at the forefront of technology, having won Xero's Emerging Partner of the Year, and shortlisted for Large Partner of the Year awards in recent years.


Our unrivalled levels of knowledge and experience, combined with a genuinely unique service offering, allow us to provide clients and the wider public with the highest level of quality, bespoke business solutions.

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