Financial Adviser jobs in Looe
- TC-GroupPlymouth PL6 7TL·
- Working with the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including…
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- Westcotts Chartered Accountants and Business...Hybrid work in Plymouth PL6 8LTEmployerActive 11 days ago·
- Strong knowledge of financial planning software and regulatory requirements.
- Proven experience as an administrator in the financial services sector.
- Connells GroupPlymouth·
- Mortgage Intelligence Holdings are looking for an experienced Compliance Officer with a background in financial services, mortgages, or insurance who is ready…
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- BW Business Accountants & AdvisersUnited KingdomTypically responds within 1 dayEmployerActive 3 days ago
- Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other financial areas.
- A drive to learn and constantly improve.
- Responsible LifePlymouth·
- As a Responsible later-life lending adviser, you will:
- Uphold client confidentiality and adhere to industry regulations for impartial financial advice.
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- Westcotts Chartered Accountants and Business...Hybrid work in Plymouth PL6 8LTEmployerActive 11 days ago·
- You will also manage the preparation of financial statements for non-audit clients.
- You will be responsible for managing, controlling, and conducting the audit…
Job Post Details
Job details
Job type
- Full-time
Location
BenefitsPulled from the full job description
- Company pension
Full job description
Job Advert
About the Independent Financial Advisor 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 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 is a pure advisory role, full para-planning and administration will be provided. Ideally we are looking for candidates on a self-employed basis who can bring a client bank with them but we will consider candidates looked for employed roles.
This would benefit someone who is looking to work closely with accountants and benefit from warm referrals from a number of TC office locations.
For further details of our Financial Services Proposition, click here: https://www.tc-group.com/services/business/financial-services/
Key responsibilities of an Independent Financial Advisor will 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 Zoom / 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.
About you
We are looking for candidates with the following skills and experience:
- fully qualified Level 4 Diploma in Financial Planning / Financial Advisers – working towards Chartered ideal
- previous experience working with accountants is an advantage
- experienced and current Financial Adviser 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
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.
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 are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.