Professional Financial Strategist

5 days ago


Truro, Cornwall, United Kingdom TC Group Careers Full time

Welcome to the role of Professional Financial Strategist at TC Group Careers As a key member of our team, you will be responsible for providing expert financial guidance to ambitious business owners and their businesses. Located in Truro, Falmouth, Plymouth, and surrounding areas, you will work closely with our Director of Financial Planning to develop and implement strategic financial plans that drive business success.

We are looking for an experienced professional with a strong background in investment planning, company investments, inheritance tax planning, pension, life, and protection. Your skills and expertise will enable us to deliver high-quality financial solutions that meet the evolving needs of our clients.

We offer a competitive market rate salary of £70,000 - £90,000 per annum, depending on experience. Furthermore, you will receive a bonus structure based on the higher of your salary or 50% of fee income after costs. Our flexible hybrid working model allows you to enjoy a better work-life balance, with 23 days annual leave increasing by one day per year of service (up to a maximum of 28 days).



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