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For Companies At a Glance
- Tasks: Provide holistic financial advice and build client relationships in East Anglia.
- Company: Join TC Group, a top 20 UK accountancy firm with over 30 years of experience.
- Benefits: Enjoy flexible self-employment, warm referrals, and a supportive team culture.
- Why this job: Be part of a growing team helping ambitious businesses make courageous decisions.
- Qualifications: Must have Level 4 Diploma in Financial Planning; Chartered status preferred.
- Other info: Driving licence required for client meetings across multiple locations.
The predicted salary is between 42000 - 84000 £ per year.
Independent Financial Advisor – East Anglia
Join to apply for the Independent Financial Advisor – East Anglia role at TC Professional Services.
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, delivering bespoke support and advice to ambitious business owners.
We have an exciting opportunity for an Independent Financial Adviser to cover our East Anglia region. Working with the Director of Financial Planning, you will be responsible for providing holistic financial advice on a range of financial planning areas including investment planning, company investments, inheritance tax planning, pension, life and protection.
This position benefits those who enjoy working closely with accountants and receiving warm referrals from our multiple office locations.
Key Responsibilities
- Establishing contact with potential clients and developing appropriate business relationships.
- Reviewing existing clients’ circumstances and addressing them in line with 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. Travel may be required to other TC offices; a driving licence and car are required.
Qualifications 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.
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.
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Independent Financial Advisor - East Anglia employer: TC Professional Services
Contact Detail:
TC Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor - East Anglia
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work with accountants. Attend local finance-related events or webinars to meet potential colleagues and clients, as this can lead to warm referrals.
✨Tip Number 2
Familiarise yourself with TC Group's services and values. Understanding their approach to client care and financial planning will help you align your discussions and demonstrate how you can contribute to their mission.
✨Tip Number 3
Prepare to discuss your experience in building long-term client relationships. Be ready to share specific examples of how you've successfully managed client portfolios and provided tailored financial advice.
✨Tip Number 4
Showcase your technical proficiency in financial planning during interviews. Brush up on tax planning strategies and be prepared to discuss how you would implement these in real-world scenarios for clients.
We think you need these skills to ace Independent Financial Advisor - East Anglia
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly the Level 4 Diploma in Financial Planning. Emphasise any experience working with accountants and your ability to build long-term client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, especially in providing holistic financial advice and your knowledge of tax planning strategies.
Showcase Relevant Experience: Detail your previous roles as a Financial Adviser, focusing on specific achievements that demonstrate your competence in client care and advisory processes. Use metrics where possible to quantify your success.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client relationships and how you would handle various financial planning scenarios. Familiarise yourself with TC Group's services to show your genuine interest.
How to prepare for a job interview at TC Professional Services
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning principles, especially in areas like investment planning, inheritance tax, and pensions. Being able to discuss these topics confidently will show that you're well-prepared and knowledgeable.
✨Demonstrate Client Relationship Skills
Since the role involves building long-term client relationships, be ready to share examples from your past experiences where you've successfully established and maintained client connections. This will highlight your interpersonal skills and ability to foster trust.
✨Prepare for Technical Questions
Expect questions that test your technical proficiency in tax planning strategies and holistic financial advice. Review common scenarios and be prepared to discuss how you would approach them, showcasing your problem-solving abilities.
✨Showcase Your Organisational Skills
As a self-employed advisor, you'll need to manage your time effectively. Be prepared to discuss how you organise your workload and prioritise tasks, as this will demonstrate your ability to self-manage and stay professional in a dynamic environment.