TC Group in Plymouth is seeking a self-employed Independent Financial Adviser to provide holistic financial advice on investment, taxation, and pensions. You will work closely with the Director of Financial Planning and handle client portfolios, ensuring high standards of client care.
Ideal candidates will possess a Level 4 Diploma in Financial Planning, experience in relationship-led environments, and a solid understanding of tax planning strategies. A driving licence and vehicle are essential as client meetings may require travel.
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