Independent Financial Advisor

2 months ago


Truro Cornwall, United Kingdom TC Group Full time

Salary – competitive market rate salary Bonus - bonus structure based on the higher of salary or 50% of fee income after costs
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 Advisor role
We are TC Group, the fastest-growing top 25 accountancy firm in the UK. We have an exciting opportunity for an Independent Financial Adviser to cover our Truro, Falmouth, Plymouth and surrounding areas.
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 para-planning and administration will be provided.
However, we could also accommodate a self-employed role for an adviser looking for a home for their existing clients. This would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of TC office locations.
For further details of our Financial Services Proposition, click here:
Key responsibilities of an Independent Financial Advisor will include:
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
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
Full benefits available for the Independent Financial Advisor :
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
access to our employee benefits portal – cashback and vouchers on everyday purchases
employee Assistance Programme
employee Referral Bonus – we're always looking for talented individuals to join our team
regular training and development - continuous development and support not only for your professional qualifications but also for your personal goals and aspirations
We're an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. We're helping them make courageous decisions to grow their businesses.
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.



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