Independant Financial Advisor - East Anglia

In dependant Financial Advisor - East Anglia

Colchester

Full time

Self-Employed

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.

Our continued growth means we’re expanding our Financial Planning team and seeking a self-employed Independent Financial Adviser to cover the East Anglia region.

Working closely with our Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of planning including investment planning, company investments, inheritance tax planning, pension, life and protection.

• Established referral network – Benefit from warm, high-quality leads generated by our offices and accountants
• Flexible, self-employed model – Retain independence while accessing the strength of a recognised brand
• Growth opportunity – Build and develop your client portfolio with ongoing support and collaboration
• 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.

• Fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideally
• Previous experience working with accountants is an advantage
• Proven track record as a Financial Adviser in relationship‑led environments
• 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

We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.