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're business advisors and accountants, with over 30 years of experience we've 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 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.

Ideally we are looking for candidates on an employed basis. 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:

  • 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.

About you

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
  • 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

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

About us

TC Group is growing and changing at quite a pace We're 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 – we're supporting more and more of the UK's ambitious business owners, SME's and large Corporations and it's a real team effort. 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. We are an equal opportunity employer and welcome candidates from all backgrounds.

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

JBRP1_UKTJ



  • 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...


  • Truro, United Kingdom TC Group Full time

    Salary – competitive market rate salaryBonus - bonus structure based on the higher of salary or 50% of fee income after costsHours - 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...


  • Truro, Cornwall, United Kingdom TC Group Full time

    Job Description 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)...

  • Financial Advisor

    4 days ago


    Truro, Cornwall, United Kingdom Bishop Fleming Full time

    About the OpportunityBishop Fleming is a leading independent provider of audit, accountancy, tax, and advisory services. We are looking for a Financial Advisor to join our team and provide high-quality services to our clients.The ideal candidate will have ACA/ACCA qualification or equivalent and experience in financial services. You will work closely with...


  • Cornwall, United Kingdom Quilter Financial Planning Full time

    Key ResponsibilitiesAs a Financial Advisor with Quilter Financial Planning, you will be responsible for working with clients to understand their financial goals and objectives.You will also be required to stay up-to-date with market trends and developments in the financial services industry.We are seeking two individuals who are passionate about delivering...


  • Cornwall, United Kingdom Quilter Financial Planning Full time

    About the PositionWe are recruiting two skilled Financial Advisers to join our team at Quilter Financial Planning in Cornwall. This is an exciting opportunity for individuals who want to start their career in financial planning and make a real difference in people's lives.The successful candidates will have the opportunity to work with a reputable firm,...


  • Truro, United Kingdom TC Group Full time

    About UsTC Group is a dynamic and forward-thinking company that prides itself on its commitment to delivering exceptional results for its clients. As a Business Financial Advisor, you will play a key role in helping us achieve our goals and build long-term relationships with our clients.This role requires strong analytical and problem-solving skills, as well...


  • Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per year

    Achieve Recruitment Ltd is seeking a Manager of Financial Services to oversee a team of financial advisors and ensure they meet performance targets and deliver exceptional client service. Responsibilities:Lead and manage a team of financial advisors to achieve performance targets and maintain high levels of client service.Mentor and guide team members to...


  • Truro, Cornwall, United Kingdom The Talent Partnership Full time

    Job Title: Senior Financial Services ManagerAt The Talent Partnership, we are seeking an experienced Senior Financial Services Manager to lead our Wealth Planning team. This is a fantastic opportunity to utilize your expertise in guiding and nurturing advisor teams while cultivating strategic alliances to drive business success.As a Senior Financial Services...


  • Truro, Cornwall, United Kingdom Achieve Recruitment Ltd Full time £70,000 - £100,000 per year

    Are you a seasoned and motivated leader with a background in wealth planning and financial services? Achieve Recruitment Ltd is committed to providing exceptional wealth planning solutions and fostering a vibrant and supportive workplace culture.Job Overview:This role involves leading and overseeing a team of financial advisors, ensuring they meet...


  • Truro, Cornwall, United Kingdom Trial Balance Full time

    Are you looking for a challenging role with a successful firm offering great working conditions and exciting career development opportunities? This position would suit an experienced or up-and-coming Financial Audit Professional. Current audit experience is essential, but the company is open to your level of expertise and qualification.You'll be involved in...

  • Personal Advisor

    6 months ago


    Truro, United Kingdom Cornwall Council Full time

    If you are looking for a new and rewarding career and have a keen interest in working with young people, then this could be the opportunity you've been looking for! The 16+ and Separated Children Seeking Asylum Service have 3 Personal Advisor positions available working with Separated Children Seeking Asylum and Cornish based young people. The expanded 16+...

  • Tax Advisor Trainee

    1 week ago


    Truro, Cornwall, United Kingdom PKF Francis Clark Full time

    Tax Advisor Training ProgrammeYou will embark on a three-year training programme to become a Tax Advisor. Our firm offers this opportunity, with all training and qualifications paid for.Job ResponsibilitiesYou will work within our taxation teams, interpreting complex tax legislation and delivering solutions to clients across various industries.Your tasks...


  • Truro, United Kingdom Barclays Full time

    **Customer Service Advisor** **Location: Truro** **Salary - £23,500 per annum plus excellent benefits including: Private Medical Care including GP services, Life assurance covering x8 times basic salary, Pension Contribution up to 12%, 25 days holiday allowance plus bank holidays, with the option of buying or selling 5 days per year, plus many more...


  • Truro, Cornwall, United Kingdom TC Group Full time

    Financial Planning Specialist Role at TC GroupAre you an experienced financial advisor looking for a new challenge? TC Group is seeking a highly skilled Financial Planning Specialist to join our team in Truro, Falmouth, Plymouth, and surrounding areas.Key Responsibilities:Establish and maintain relationships with potential and existing clientsReview and...

  • Sales Advisor

    2 months ago


    Cornwall, United Kingdom Bloor Homes Full time

    Closing Date: -11-07 We are looking for a Sales Advisor to join us in our Exeter Region, to be based at our Treledan Sales Office in Saltash, Cornwall.… But first, why join us? About Bloor Homes: We built our first house in . Every possible detail was taken into consideration back then to create a beautiful home. The same is still true today.We...


  • Truro, Cornwall, United Kingdom Focus Group Full time

    Join us at Focus Group as a skilled Advanced Technical Advisor and take on a challenging role in our 2nd Line IT team. As a key member of our Managed Services team, you will be responsible for providing advanced technical support and issue resolution services to our clients.About the OpportunityYou will be working closely with internal teams to troubleshoot...

  • Sales Advisor

    7 months ago


    Truro, United Kingdom Michael Spiers Full time

    Michael Spiers is an independent local family business established in the South West during the 1950's. Michael Spiers offers its customers an extensive selection of diamond and gem set jewellery including diamonds and watches from the major Swiss brands. Michael Spiers are passionate about the products they sell and look forward to welcoming customers at...

  • Claims Advisor

    6 months ago


    Truro, United Kingdom Cornish Mutual Full time

    **Please note that previous applicants need not apply.** **Salary**:from £23,500 (at 35 hours per week). 40-hour roles may also be available from £26,857. We are looking for an experienced and enthusiastic Claims Advisor to join our small and friendly team in Truro. As a Claims Advisor, you will be the first point of contact for our Members at times...

  • Claims Advisor

    6 months ago


    Truro, United Kingdom Cornish Mutual Full time

    **Please note that previous applicants need not apply.** **Salary**:from £23,500 (at 35 hours per week). 40-hour roles may also be available from £26,857. We are looking for an experienced and enthusiastic Claims Advisor to join our small and friendly team in Truro. As a Claims Advisor, you will be the first point of contact for our Members at times...