Strategic Financial Advisor

5 days ago


Gateshead, Gateshead, United Kingdom TC Group Full time
Job Description

We are seeking a highly skilled Strategic Financial Advisor to join our team at TC Group.

This is a full-time position that requires a strong background in financial planning and the ability to provide holistic advice on investment planning, company investments, inheritance tax planning, pensions, life and protection.

The ideal candidate will have a Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers, previous experience working with accountants, and excellent communication skills.

Key responsibilities include:

  • Holistic knowledge across protection, pension and investment planning
  • Ability to self-manage and communicate confidently
  • Technically proficient
  • Good knowledge of tax planning strategies

Benefits of this role include:

  • 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

Salary: £60,000 - £80,000 per annum, depending on experience.



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