Independent Financial Advisor - South West

Independent Financial Adviser (Self-Employed) – South West 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 to cover our South West region to include Truro, Falmouth, Plymouth and surrounding areas.

Working with 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 position would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of TC office locations.

• establishing contact with potential clients and developing appropriate business relationships
• reviewing existing clients’ circumstances and addressing them as appropriate to company standards
• constructing appropriate solutions to the principles of best advice; producing reports and recommendations to company standards and implementing 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
• experienced and current Financial Adviser who is used to 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 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.