At a Glance
- Tasks: Provide holistic financial advice on investments, inheritance tax, and pensions.
- Company: Join TC Professional Services, a growing team in Colchester.
- Benefits: Enjoy self-employment flexibility with competitive earnings potential.
- Other info: Opportunity to grow within an expanding financial planning team.
- Why this job: Make a real difference in clients' financial futures while working independently.
- Qualifications: Level 4 Diploma in Financial Planning and strong relationship skills required.
The predicted salary is between 50000 - 70000 £ per year.
TC Professional Services in Colchester is seeking a self-employed Independent Financial Adviser to join their expanding Financial Planning team.
The role focuses on providing holistic financial advice in investment planning, inheritance tax planning, and pensions, mainly in the East Anglia region.
Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong relationship skills, as well as knowledge in tax planning strategies.
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We think you need these skills to ace Independent Financial Adviser – Self-Employed (East Anglia) in Colchester
Holistic Financial Advice
Investment Planning
Inheritance Tax Planning
Pensions Knowledge
Level 4 Diploma in Financial Planning
Relationship Skills
Tax Planning Strategies
