Job Description

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 paraplanning and administration will be provided. We are able to consider candidates looking for an employed or self-employed role.
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.

Benefits

• Competitive market rate salary
• Bonus structure based on the higher of salary or 50% of fee income after costs
• Pension scheme
• Life assurance
• 23 days annual leave – increasing by one day per year up to a maximum of 28 days
• Core hours with flexible working hours
• Remote / hybrid flexible working
• Opportunity to purchase additional holiday days
• Access to our corporate reward scheme
• Employee Assistance Programme
• Opportunity to develop your skills and progress within the Firm
• Relaxed and friendly working environment

Required Knowledge, Skills, and Abilities

• 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
• Own transferable client bank is advantageous but not essential
• Technically proficient
• Good knowledge of tax planning strategies within both personal and company investments
• Holistic knowledge across protection, pension and investment planning
• Organized and professional