Independent Financial Adviser

2 weeks ago


Portsmouth, United Kingdom TC-Group Full time

**Independent Financial Adviser - Portsmouth**

We have an exciting opportunity for an Independent Financial Adviser in our Portsmouth office. Working alongside the Head 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 as well as an existing client base to nurture.

Key responsibilities 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.
- 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
- own transferable client bank is advantageous but not essential
- 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

A generous remuneration package includes:

- competitive market rate salary
- bonus structure based on the higher of salary or 50% of fee income after costs
- pension scheme
- life assurance
- 23 days annual leave (exc BH) - increasing by one day per year up to a maximum of 28 days
- Core hours with flexible working hours
- opportunity to purchase additional holiday days
- free car parking
- access to our corporate reward scheme
- employee Assistance Programme
- opportunity to develop your skills and progress within the Firm
- relaxed and friendly working environment

**About us**

TC Group is a highly innovative, leading edge firm of accountants and professional advisers.

Officially one of the fastest growing Top 30 UK firms with offices across the South West, South East, London, Midlands and the North, we are the first to offer a full range of complementary professional services in the areas of financial planning, legal and HR. We are also at the forefront of technology, having won Xero’s Emerging Partner of the Year, and shortlisted for Large Partner of the Year awards in recent years.

Our unrivalled levels of knowledge and experience, combined with a genuinely unique service offering, allow us to provide clients and the wider public with the highest level of quality, bespoke business solutions.



  • Portsmouth, United Kingdom TC-Group Full time

    **Independent Financial Adviser - Portsmouth** We have an exciting opportunity for an Independent Financial Adviser in our Portsmouth office. Working alongside the Head of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance...

  • Financial Adviser

    4 days ago


    Portsmouth, United Kingdom Search Consultancy Full time

    **Job Title**:Financial Adviser **Location**:Portsmouth **Salary**:Competitive I am currently representing a client at an IFA that has a highly established accountant and solicitor network generating constant leads and are seeking an adviser to join the business to cultivate these leads and grow an existing client bank using...


  • Portsmouth PO, United Kingdom Jigsaw Financial Full time £26,000 - £60,000 per year

    Trainee Mortgage Adviser – Portsmouth, Hampshire. Basic Salary £26,000 with an OTE of £45,000 to £60,000Additional Benefits:33 days holiday + Extra day off for your birthdayPension & Life InsuranceCompany Rewards & IncentivesStructured Career PathEmployee Assistance SchemePaid entry fees for charity eventsWe are recruiting for a Trainee Mortgage Adviser...

  • Financial Advisor

    3 days ago


    Portsmouth, United Kingdom Bighornlaw Full time

    Equitable Advisors - Southern New Hampshire • Portsmouth , NH , USPosted 2 months agoDescriptionWe are seeking an experienced Financial Advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and...


  • Portsmouth, United Kingdom SSE Full time

    **Base Location**: UK - Flexible **Salary**: Competitive SSE is looking for two dynamic and experienced individuals to lead the Independent Stakeholder Groups (ISGs) for its electricity network businesses, Transmission and Distribution. The ISGs are external groups that provide independent scrutiny, challenge, and advice on key aspects of SSEN’s...

  • Financial Advisor

    6 days ago


    Portsmouth, United Kingdom Premier Jobs UK Limited Full time

    In this employed Financial Advisor job covering Portsmouth to Worthing you will inherit two existing client banks As a Financial Advisor, you will be focused on providing excellent client service through appropriate financial planning advice. The existing client banks have client service agreements in place with ongoing income. In addition, you will have...

  • Audit Senior

    2 days ago


    Portsmouth, United Kingdom hays-gcj-v4-pd-online Full time

    Your newpany - This firm is an award-winning group of chartered accountants, chartered tax advisers, business consultants and independent financial advisers with a reputation for innovation and excellence.- By building strong relationships, their specialist teams advise clients on growing their business in a profitable, sustainable and tax-efficient way....


  • Portsmouth, United Kingdom Toyota Financial Services (UK) PLC Full time

    Role in a nutshellThe Management Accountant will play a key role in ensuring the accurate and timely preparation of management accounts, financial reconciliations, and reporting. This role requires a high level of accuracy, analytical thinking, and collaboration with key stakeholders across the business to drive financial insights and improvements. The...

  • Strategic Account

    1 week ago


    Portsmouth, United Kingdom Toyota Financial Services (UK) PLC Full time

    A leading financial services company in Portsmouth is looking for a Client Relationship Manager to oversee operational relations with key corporate accounts. This role involves enhancing customer satisfaction through effective communication and continuous process improvement. Ideal candidates will have strong problem-solving skills, the ability to work...

  • Paraplanner

    6 days ago


    Portsmouth, United Kingdom Dynamite Recruitment Full time

    OverviewDynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice.Key ResponsibilitiesPrepare suitability reports and support advisers with...