Independent Financial Advisor - South West
On-site · Plymouth, England, United Kingdom
Job Summary
Independent Financial Adviser (Self-Employed) covering the South West (Plymouth, Truro, Falmouth and surrounding areas) with TC Group. Provide holistic financial planning including investment planning, inheritance tax planning, pension, life and protection; collaborate with accountants and benefit from warm referrals; meet clients via Teams and face-to-face, with occasional travel to appointments requiring a driving licence and car. Build long-term client relationships, generate reports and recommendations to company standards, and ensure high standards of client care through all advisory stages; self-management and proactive communication with TC Partners and other areas of the business.
Required Qualifications
- Fully qualified Level 4 Diploma in Financial Planning
- working towards Chartered ideally
- experience working with accountants is an advantage
- experienced financial adviser with long-term client-relationship focus
- self-management and confident communication with TC Partners and the business
- technically proficient in tax planning and holistic planning across protection, pension and investments
- organised and professional
Desired Qualifications
- Level 4 Diploma in Financial Planning
- working towards Chartered (ideally)
- experience working with accountants is an advantage
- self-employed advisor experience
- ability to self-manage and communicate with partners
- technically proficient in tax planning strategies for personal and company investments
- holistic knowledge across protection, pension and investment planning
Additional Requirements
- Based in the UK
- Sponsorship not provided
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