At a Glance
- Tasks: Provide holistic financial advice on investments, pensions, and inheritance tax planning.
- Company: TC Group, a growing financial planning team in Plymouth.
- Benefits: Flexible working model, established referral network, and ongoing support.
- Other info: Opportunity for self-employment with travel across the South West.
- Why this job: Join a dynamic team and grow your client portfolio with expert guidance.
- Qualifications: Experience in financial advising and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
TC Group in Plymouth is expanding its Financial Planning team and seeks a self-employed Independent Financial Adviser to cover the South West region. You will provide holistic financial advice on investments, pensions, inheritance tax planning, life and protection, meeting clients via Teams or in person.
You will work with the Director of Financial Planning, benefit from an established referral network and a flexible model while growing your client portfolio with ongoing support.
Self-Employed Financial Adviser – South West (Leads) in Plymouth employer: TC Group
At TC Group, we pride ourselves on being the fastest-growing top 20 accountancy firm in the UK, offering a dynamic work environment in Nottingham that fosters collaboration and continuous learning. As a Tax Advisor, you'll benefit from a supportive culture that prioritises your professional development, alongside competitive perks such as 25 days of annual leave, a pension scheme, and access to an employee benefits portal. Join us to not only advance your career but also to make a meaningful impact on our clients' success.
