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Independent Financial Advisor

4 months ago

Cosham Hampshire, United Kingdom TC Group Full time

Independent Financial Adviser
competitive market rate salary
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)
Independent Financial Adviser
top 25 accountancy firm in the UK. 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:
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
experienced and current Financial Adviser used to building long term client relationships
good knowledge of tax planning strategies within both personal and company investments
holistic knowledge across protection, pension and investment planning
pension scheme
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
employee Assistance Programme
to create a consistent, high-quality experience for our clients. 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.
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.