Independent Financial Advisor - South West Financial Planning

Plymouth

Full time

Self-Employed

Working closely with our Director of Financial Planning, you will be responsible for providing holistic financial advice on 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 addressing 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.