Independent Financial Advisor - South West

Independent Financial Adviser (Self-Employed) - South West About the Independent Financial Adviser roleWe 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. For further details of our Financial Services Proposition, Click here: Key responsibilities include:establishing contact with potential clients and developing appropriate business relationshipsreviewing existing clients'' circumstances and address as appropriate to company standardsconstructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement solutions as agreed with clientsensuring high standards of client care by ..... full job details .....