Independent Financial Advisor - Portsmouth

TC Professional Services; Portsmouth; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

TC Professional Services is seeking an Independent Financial Advisor for their Portsmouth office. This role involves providing holistic financial advice, including investment and tax planning, with full administrative support provided. Candidates should possess a Level 4 Diploma in Financial Planning and have strong client relationship skills. A competitive salary, flexible working, and a supportive environment are offered.

Benefits

Pension scheme – 5% employee, 3% employer

Life assurance x 4 salary

Private medical insurance after 5 years

Opportunity to purchase additional holiday days

Free car parking

Access to corporate reward scheme

Employee Assistance Programme

Skill development opportunities

Relaxed working environment

Qualifications

• Fully qualified Level 4 Diploma in Financial Planning.
• Experience in building long-term client relationships.
• Good knowledge of tax planning strategies.

Responsibilities

• Establish contact with potential clients and develop business relationships.
• Review existing clients’ circumstances and provide appropriate advice.
• Construct solutions and implement agreed recommendations.

Skills

Client relationship management

Financial planning

Tax planning strategies

Communication

Self-management

Education

Level 4 Diploma in Financial Planning

Job description

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Portsmouth

Financial Planning

Full time

Permanent

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. We’re business advisors and accountants, with over 30 years of experience we’ve 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, Click here: https://www.tc-group.com/services/business/financial-services/

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! 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, SME’s and large Corporations and it’s a real team effort. We’re 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 client’s 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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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