Independent Financial Advisor
3 days ago
Independent Financial Adviser (Self-Employed) – East Anglia Colchester Full time Self-Employed About the Independent Financial Adviser role We are TC Group, the fastest-growing top 20 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 East Anglia region. 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 position would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of TC office locations. 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 teams 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. We are looking for self-employed advisors with the following skills and experience: fully Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideally previous experience working with accountants is an advantage experienced and current Financial Adviser who is 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 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. Our key to achieving this is through our knowledgeable, energetic and agile team who work hard to assist our client’s businesses, helping them not only with their day-to-day business needs but also to build and deliver their business strategies, goals and ambitions. 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 can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship. #J-18808-Ljbffr
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Independent Financial Advisor
2 weeks ago
Colchester, United Kingdom Placing Faces Full time**Title: Independent Financial Advisor** **Salary: Up to 60k, OTE £80-£90k** **Location: Remote/Colchester** - a few of their planners are taking home six figures and have a company car, so the right person can really excel with this company. **They are looking for an Independent Financial Advisor with the following experience;** - Level 4 diploma...
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Financial Advisors Level 4 and 6
1 week ago
Colchester, United Kingdom Independent Resourcing Consultancy Full timeOur client is one of the UK’s leading independent financial advisory firms. They are currently recruiting for an experienced Independent Financial Advisor to join their team. The role comes with an _**excellent existing book**_ of **£600k gross recurring income.** **Experience & Skills** Key requirements: - Minimum 2 - 3 years as an Independent...
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Independent Financial Advisor
16 hours ago
Colchester, United Kingdom TC Professional Services Full timeIndependent Financial Advisor - East Anglia Join to apply for the Independent Financial Advisor - East Anglia role at TC Professional Services. About The Independent Financial Adviser Role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience, delivering bespoke...
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Independent Financial Adviser
5 days ago
Colchester, United Kingdom Heat Recruitment Full timeLocationColchester Salary £40000 - £70000 TypePermanent WorkplaceHybrid Ref88285 Recruiter Managing This Role Independent Financial Adviser Colchester Up to £70,000 Our Client is a bespoke independent Financial Planners, based in Colchester and East-Anglia. Due to an extremely fruitful period of business in addition to an experienced member of staff...
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Independent Financial Advisor
13 hours ago
Colchester, United Kingdom TC Group Full timeTC Group Colchester, England, United KingdomOverviewIndependent Financial Adviser (Self-Employed) – East AngliaAbout The Independent Financial Adviser Role — We are TC Group, the fastest-growing top 20 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...
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Independent Financial Adviser
4 days ago
Colchester, United Kingdom TIME Appointments Ltd Full timeA leading Independent Financial Adviser firm based in Colchester is currently seeking to recruit a professional Independent Financial Adviser to join their team. This is a fantastic opportunity to join a company that specialise in providing independent financialadvice. **Duties**: - Contacting clients and setting up meetings, either within an office...
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Financial Advisor
1 week ago
Colchester, Essex, United Kingdom DataAnnotation Full timeDataAnnotation is committed to creating high-quality AI. We are looking for a Financial Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you're looking to contribute part-time alongside a...
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Independent Financial Advisor – East Anglia
2 days ago
Colchester, United Kingdom TC Group Full timeA leading accountancy firm in the UK is seeking an Independent Financial Adviser for the East Anglia region. The role involves providing holistic financial advice, including investment and tax planning, and developing long-term client relationships. Applicants should hold a Level 4 Diploma in Financial Planning and possess strong communication skills, along...
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Assistant Financial Planner route to Advisor
3 weeks ago
Colchester, United Kingdom Financial Divisions Full time& Excellent BenefitsAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of...
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Colchester, United Kingdom Financial Divisions Full timeAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of Essex's leading Law...
