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Independent Financial Advisor

4 months ago

Portsmouth Hampshire, United Kingdom TC Group Full time

Independent Financial Adviser Portsmouth

Salary competitive market rate salary

Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working

Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)

About the Independent Financial Adviser role

We are TC Group, the fastest-growing top 25 accountancy firm in the UK. Were business advisors and accountants, with over 30 years of experience weve 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 in our Portsmouth office.Working alongside 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 as well as an existing client base to nurture.

For further details of our Financial Services Proposition, Click here:

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.

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

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:

pension scheme 5% employee, 3% employer

life assurance x 4 salary

private medical insurance (self) after 5 years service

hybrid, flexible working with core hours

opportunity to purchase additional holiday days

free car parking

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 growing and changing at quite a pace Were 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 were supporting more and more of the UKs ambitious business owners, SMEs and large Corporations and its a real team effort. Were helping them make courageous decisions to grow their businesses.

Our key to achieving this is through our knowledgeable, energetic and agile team who work hard to assist our clients businesses, helping them not only with their day-to-day business needs but also to build and deliver their business strategies, goals and ambitions.

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

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