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Financial Adviser - Inheritance Tax Planning / High Value Life Insurance

Financial Adviser - Inheritance Tax Planning / High Value Life Insurance

Pure Resourcing Limited

Posted 3 days ago, valid for 23 days

London, Greater London EC2V 7WS, England

Full Time

Life Insurance

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Sonic Summary

The job is for a Diploma qualified Financial Adviser specializing in Inheritance Tax Planning and High Value Life Insurance.
The position is with an award-winning financial services company located in the City of London.
Candidates must have proven experience as a Wealth Adviser or Independent Financial Adviser and some experience in Inheritance Tax Planning.
The role offers a salary of up to £50k basic, along with benefits and uncapped bonuses.
The ideal candidate should be motivated, organized, and professional, with leads primarily from high-net-worth clients.

Financial Adviser - Inheritance Tax Planning / High Value Life Insurance

Are you a Diploma qualified Financial Adviser looking for a rewarding career with an employer who values it staff?

Our client is an award-winning financial services company based in the City of London.

We have a newly created opportunity for a motivated and professional Diploma qualified Financial Adviser to join a highly successful team that specialises in bespoke Life Insurance solutions for HNW and UHNW individuals.

This is a fantastic opportunity to join a market leading team of Life Insurance professionals, establishing yourself as one of the best in the industry.

Key Points:

Leads provided Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
Proven experience as a Wealth Adviser or Independent Financial Adviser
Must have some experience of Inheritance Tax Planning (Life Insurance solutions)
Must be motivated, organised and professional Fantastic lead source - predominantly HNW clients

Salary:

Up to £50k Basic, plus Benefits, plus Uncapped Bonus.

Apply now in a few quick clicks

Financial Adviser - Inheritance Tax Planning / High Value Life Insurance

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