Independent Financial Advisor - East Anglia
Independent Financial Advisor - East Anglia
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Salary Not Disclosed
1 Vacancy
Job Description
Salary Competitive market rate salary.
Bonus Bonus structure based on 3 times validation of salary followed by 25.
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 Adviser role
We are TC Group the fastestgrowing top 20 accountancy firm in the UK. Were business advisors and accountants with over 30 years of experience weve 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 is a pure advisory role full paraplanning and administration will be provided within the employed role. However we are happy to consider both employed and self employed advisers for the role.
This role would be suitable for an adviser looking for a new home for their existing client bank.
For further details of our Financial Services Proposition Click here:
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 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 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 selfmanage 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
A generous remuneration package on an employed basis includes:
- 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 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 growing and changing at quite a pace! Were an ambitious group of people with the same aim to create a consistent highquality experience for our clients. Like us our client list is growing were supporting more and more of the UKs ambitious business owners SMEs and large Corporations and its a real team effort. Were 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 clients businesses helping them not only with their daytoday 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 solutionfocused 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
