At a Glance
- Tasks: Provide holistic financial advice and build strong client relationships.
- Company: Join TC Group, a top 20 accountancy firm in the UK.
- Benefits: Enjoy flexible self-employment with access to high-quality leads.
- Other info: Dynamic team culture with opportunities for professional growth.
- Why this job: Make a real impact by helping ambitious business owners grow.
- Qualifications: Must have Level 4 Diploma in Financial Planning and proven advisory experience.
The predicted salary is between 50000 - 70000 £ per year.
Colchester Financial Planning is seeking a self-employed Independent Financial Adviser to cover the East Anglia region. Working closely with our 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.
Why Join Us
- Established referral network – Benefit from warm, high-quality leads generated by our offices and accountants
- Flexible, self-employed model – Retain independence while accessing the strength of a recognised brand
- Growth opportunity – Build and develop your client portfolio with ongoing support and collaboration
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 experienced 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
- Proven track record as a Financial Adviser in relationship led environments
- 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
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. 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 client’s 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 can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.
