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For Companies At a Glance
- Tasks: Provide holistic financial advice and nurture existing client relationships.
- Company: Join TC Group, a fast-growing top 20 accountancy firm in the UK.
- Benefits: Enjoy flexible hybrid working, competitive salary, and generous holiday leave.
- Why this job: Be part of a dynamic team helping ambitious business owners achieve their goals.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong client relationship skills.
- Other info: Driving licence required for client meetings; remote work options available.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Independent Financial Advisor – Portsmouth at TC Professional Services (TC Group). This is a full-time, permanent role based in Portsmouth with hybrid working options.
Salary/bonus: competitive market rate salary plus bonus. 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 year of service (up to 28 days).
Location: Portsmouth, England, United Kingdom.
About The Independent Financial Advisor Role
We are TC Group, a growing top 20 UK accountancy firm. We provide holistic financial planning and advisory services to ambitious business owners and their businesses. We have an exciting opportunity for an Independent Financial Adviser in our Portsmouth office. Working alongside the Director of Financial Planning, you will be responsible for providing holistic financial advice across 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. For further details of our Financial Services Proposition, please refer to our website.
Client meetings will take place using Teams and face-to-face. You may be asked to travel to appointments and cover other TC offices, so a driving licence and car are required.
Key Responsibilities
- Establishing contact with potential clients and developing appropriate business relationships.
- Reviewing existing clients’ circumstances and addressing matters in line with company standards.
- Constructing appropriate solutions based on best advice; producing reports and recommendations to company standards and implementing solutions as agreed with clients.
- Ensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.
Client meetings may be conducted via Teams or in person. A driving licence and car are required for travel to appointments and potential cover of other TC offices.
Qualifications and Skills
- Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered, ideally.
- Previous experience working with accountants is an advantage.
- Experience building long-term client relationships.
- Ability to self-manage and communicate confidently with TC Partners and other areas of the business.
- Technically proficient with a good knowledge of tax planning strategies for personal and company structures.
- Holistic knowledge across protection, pension and investment planning.
- Organised and professional.
Remuneration and Benefits
- Pension scheme – 5% employee, 3% employer.
- Life assurance x4 salary.
- Private medical insurance (self) after 5 years’ service.
- Hybrid, flexible working with core hours.
- Opportunity to purchase additional holiday days.
- Free car parking.
- Access to corporate reward scheme.
- Employee Assistance Programme.
- Opportunity to develop skills and progress within the Firm.
- Relaxed and friendly working environment.
About Us
TC Group is growing rapidly. We’re a team-focused, ambitious group that aims to deliver a high-quality experience for clients. We help UK business owners and organisations grow and achieve their goals through knowledge, energy and agile solutions. We seek technically brilliant, solution-focused individuals who contribute to our culture and growth. We can only accept applications from candidates based in the UK and sponsorship is not available.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Accounting
We can provide updates on new Independent Financial Advisor roles in Portsmouth, England, United Kingdom as they become available.
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Independent Financial Advisor - Portsmouth employer: TC Professional Services
Contact Detail:
TC Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - Portsmouth
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience working with accountants. Attend local finance-related events or join online forums to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with TC Group's services and values by exploring their website and social media. Understanding their approach will help you align your discussions and demonstrate how you can contribute to their mission.
✨Tip Number 3
Prepare to discuss your experience in building long-term client relationships. Think of specific examples where you've successfully nurtured client connections and how that could benefit TC Group's existing client base.
✨Tip Number 4
Brush up on your knowledge of tax planning strategies and holistic financial advice. Being well-versed in these areas will not only boost your confidence but also impress the hiring team during any discussions.
We think you need these skills to ace Independent Financial Advisor - Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly the Level 4 Diploma in Financial Planning. Emphasise any relevant experience with accountants and your ability to build long-term client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising. Mention your holistic knowledge across protection, pension, and investment planning, and how you can contribute to TC Group's mission.
Highlight Relevant Skills: In your application, clearly outline your technical proficiency and knowledge of tax planning strategies. Use specific examples to demonstrate your competence in client care and advisory processes.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at TC Professional Services
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your knowledge of financial planning principles, especially in areas like investment planning, inheritance tax, and pensions. Being able to discuss these topics confidently will show that you're well-prepared for the role.
✨Demonstrate Client Relationship Skills
Since this role involves establishing and nurturing client relationships, be ready to share examples from your past experiences where you've successfully built long-term relationships. Highlight your communication skills and how you ensure high standards of client care.
✨Showcase Your Technical Proficiency
Be prepared to discuss your technical knowledge, particularly around tax planning strategies and financial products. This will help demonstrate that you can provide the best advice to clients and are capable of handling complex financial situations.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advising and their client base. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals and values.
