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For Companies At a Glance
- Tasks: Provide holistic financial advice and build client relationships across the South West.
- Company: Join TC Group, a top 20 UK accountancy firm with over 30 years of experience.
- Benefits: Enjoy flexible working, warm referrals, and a supportive team environment.
- Why this job: Be part of a dynamic team helping ambitious businesses grow and succeed.
- Qualifications: Must have Level 4 Diploma in Financial Planning; Chartered status preferred.
- Other info: Self-employed role requiring a driving licence and car for client meetings.
The predicted salary is between 43200 - 72000 £ per year.
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 South West region to include Truro, Falmouth, Plymouth and surrounding areas. 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.
Key responsibilities include:
- Establishing contact with potential clients and developing appropriate business relationships
- Reviewing existing clients’ circumstances and addressing as appropriate to company standards
- Constructing appropriate solutions to the principles of 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 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 qualified 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, SMEs 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 clients’ 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.
Independent Financial Advisor - South West employer: TC Group
Contact Detail:
TC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - South West
✨Tip Number 1
Network with local accountants and financial professionals in the South West region. Building relationships with these individuals can lead to warm referrals, which is a significant advantage for an Independent Financial Adviser.
✨Tip Number 2
Familiarise yourself with TC Group's services and values. Understanding our approach will help you align your discussions and demonstrate how you can contribute to our mission of providing high-quality client experiences.
✨Tip Number 3
Prepare to discuss your experience in building long-term client relationships. Highlight specific examples where you've successfully managed client portfolios or provided tailored financial advice, as this will resonate well with our expectations.
✨Tip Number 4
Stay updated on current tax planning strategies and financial regulations. Being knowledgeable about the latest trends will not only boost your confidence but also showcase your commitment to providing the best advice to clients.
We think you need these skills to ace Independent Financial Advisor - South West
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Independent Financial Adviser position. Understand the key responsibilities and required skills, such as the Level 4 Diploma in Financial Planning and experience with accountants.
Tailor Your CV: Customise your CV to highlight relevant experience and qualifications that align with the role. Emphasise your ability to build long-term client relationships and any previous work with accountants, as this is a significant advantage.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of TC Group's values. Mention how your skills can contribute to their mission of providing high-quality client experiences.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at TC Group
✨Know Your Financial Planning Fundamentals
Make sure you brush up on your knowledge of financial planning principles, especially in areas like investment planning and tax strategies. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Demonstrate Relationship-Building Skills
Since the role involves establishing contact with potential clients, be ready to share examples of how you've successfully built long-term relationships in the past. This will highlight your ability to connect with clients and work collaboratively.
✨Prepare for Scenario-Based Questions
Expect questions that ask how you would handle specific client situations or challenges. Practising your responses to these scenarios can help you articulate your problem-solving skills and demonstrate your holistic approach to financial advice.
✨Showcase Your Organisational Skills
As the role requires self-management and organisation, be prepared to discuss how you prioritise tasks and manage your time effectively. Sharing specific tools or methods you use can illustrate your professionalism and efficiency.
