Self-Employed Independent Financial Adviser – South West in Plymouth

Self-Employed Independent Financial Adviser – South West in Plymouth

Plymouth Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
T

At a Glance

  • Tasks: Provide holistic financial advice on investments, pensions, and inheritance tax planning.
  • Company: TC Group, a growing financial planning team in the South West.
  • Benefits: Flexible working, access to an established referral network, and support from experienced professionals.
  • Other info: Opportunity for self-employment with excellent growth potential.
  • Why this job: Make a real difference in clients' lives while building your own client portfolio.
  • Qualifications: Experience in financial advising and strong communication skills.

The predicted salary is between 50000 - 60000 Β£ per year.

TC Group in the South West is expanding its Financial Planning team and seeks a self-employed Independent Financial Adviser to cover the Plymouth area and wider South West region. You will deliver holistic financial advice on investments, pensions, inheritance tax planning, and life and protection for business owners and their families.

Working with our Director of Financial Planning, you’ll build and manage your client portfolio with support and access to our established referral network.

Self-Employed Independent Financial Adviser – South West in Plymouth employer: TC Professional Services

TC Professional Services is an exceptional employer located in Fareham, offering a dynamic work environment where you can thrive as an Internal Recruiter. With a hybrid working model, excellent benefits, and a strong focus on personal growth, we foster a culture that values engagement and collaboration, ensuring you make a meaningful impact from day one.

T

Contact Details:

TC Professional Services Recruitment Team

We think you need these skills to ace Self-Employed Independent Financial Adviser – South West in Plymouth

Holistic Financial Advice
Investment Knowledge
Pension Planning
Inheritance Tax Planning
Life Insurance Knowledge
Protection Insurance Knowledge
Client Portfolio Management