The Wealth Care Partnership (TWCP) is currently seeking high calibre IFAs to join their expanding team. Based in a rural setting in the New Forest, 10 miles from Salisbury, they are currently taking the business to the next level. Seeking professional, ambitious IFAs to share in their success and who want to be part of an award-winning and dynamic team. As they enter this exciting period of growth it is important to TWCP that they attract IFAs who share their values, put their clients first and provide the best financial solutions according to their clients’ individual needs.
TWCP encourage applications from IFAs with proven success in their field. They are willing to consider different employment structures including salary based and self-employed contracts with rewarding financial packages on offer.
In addition there may be the opportunity for a discretionary bonus structure and in the future, an equity stake in the business for the right candidate.
For the successful candidate, a robust infrastructure with a high level of administration, paraplanning and business support, including strong marketing and lead generation will be available.
TWCP was established with a vision to build a centre of excellence with a focus on a clear goal; to give personal quality advice and guidance to people serious about maintaining financial independence and protecting their assets in later life. Since being established in 2007 the business has grown substantially. The firm has been shortlisted every year since 2007 for the Health Insurance Awards and has won the Best Long-Term Care Intermediary award four times being the current winner for 2014. The team have utilised their combined experience to become pioneering leaders in the field of later life advice and their current advisers are members of the Society of Later Life Advisers (SOLLA) which is accredited by the Financial Services Skills Council.
The role will specialise in holistic financial planning for affluent clients on investments and tax planning, so proven relationship management experience within an IFA role and a broad knowledge of financial services is essential.
The ideal candidate will be an established, professional IFA with an existing client base or the potential and ability to build one. You will have experience of writing high levels of business and in addition be able to demonstrate:
A high volume of trail income;
• The ability to sustain and nurture long-term relationships;
• Capability to work with the support team in a collaborative way;
• The inter-personal skills required to deal with complex family dynamics and older clients;
• Experience in client advice which is compatible with TWCP’s services;
• The ability to challenge constructively;
• Seminar experience would be advantageous, but of more importance is the confidence to present and network with individuals and groups.
To discuss this role, in confidence, please contact Sam at Tamar HR on 01579 343700 (firstname.lastname@example.org) or to apply please send a CV and covering letter to email@example.com