Independent Financial Adviser

TieTalent; Portsmouth; Hybrid; GBP 40,000 - 60,000; Part time

Job summary

Join a prestigious growing accountancy firm as an Independent Financial Adviser in Portsmouth. You will deliver comprehensive financial advice on investments, pensions, and tax planning while nurturing existing client relationships. Enjoy a generous remuneration package, hybrid working flexibility, and support with continuing education within a collaborative team environment.

Benefits

Pension scheme

Life assurance

Private medical insurance

Opportunity to purchase additional holiday

Free car parking

Employee assistance programme

Qualifications

• Fully qualified Level 4 Diploma in Financial Planning required.
• Experience with accountants is advantageous.
• Organized and professional approach is essential.

Responsibilities

• Provide holistic financial advice on investments and tax planning.
• Establish contacts with potential clients and develop relationships.
• Ensure high standards of client care and adhere to company standards.

Skills

Client relationship management

Technical proficiency

Tax planning strategies

Holistic investment knowledge

Education

Level 4 Diploma in Financial Planning

Job description

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About

Salary/ bonus competitive market rate salary + bonus

About

Salary/ bonus competitive market rate salary + bonus

Hours- Monday to Friday, 37.5 hours per week with flexible, hybrid working

Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)

About The Independent Financial Adviser Role

We are TC Group, the fastest-growing top 20 accountancy firm in the UK. Were business advisors and accountants, with over 30 years of experience weve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.

We have an exciting opportunity for an Independent Financial Adviser in our Portsmouth office.Working alongside the 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.

This is a pure advisory role, full para-planning and administration will be provided as well as an existing client base to nurture.

For further details of our Financial Services Proposition, please see our website tc-group.com

Key Responsibilities Include

• establishing contact with potential clients and developing appropriate business relationships
• reviewing existing clients circumstances and address as appropriate to company standards
• constructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement 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 candidates 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
• experience with 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 strutures
• holistic knowledge across protection, pension and investment planning
• organised and professional
  
  

A Generous Remuneration Package Includes

• pension scheme 5% employee, 3% employer
• life assurance x 4 salary
• private medical insurance (self) after 5 years service
• hybrid, flexible working with core hours
• opportunity to purchase additional holiday days
• free car parking
• access to our corporate reward scheme
• employee Assistance Programme
• opportunity to develop your skills and progress within the Firm
• relaxed and friendly working environment
  
  

About Us

TC Group is growing and changing at quite a pace! Were 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 were supporting more and more of the UKs ambitious business owners, SMEs and large Corporations and its a real team effort. Were 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 clients 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 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.

TITL1_UKTJ

• Portsmouth, England
  
  

Languages

• English

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

• Industries

  Technology, Information and Internet

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