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UHNW Protection Adviser - Inheritance Tax Planning / High Value Life Insurance

Pure Resourcing Limited
Posted 4 days ago, valid for a month
Location

London, Greater London EC2V7NQ, England

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a UHNW Protection Adviser / Financial Adviser specializing in Inheritance Tax Planning and High Value Life Insurance.
  • The role is with an award-winning financial services company based in the City of London, offering a rewarding career for experienced professionals.
  • Candidates should ideally hold a Diploma for Financial Advisers (DipFA) Level 4 or an equivalent qualification, along with substantial experience as a Protection Broker or Independent Financial Adviser.
  • Experience in complex life insurance solutions and some knowledge of Inheritance Tax Planning is preferred, along with a motivated and professional demeanor.
  • The salary for this role is up to £50k basic, plus benefits and an uncapped bonus structure.

UHNW Protection Adviser / Financial Adviser - Inheritance Tax Planning / High Value Life Insurance

Are you an experienced, motivated and proessional qualified Protection Adviser / 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 Life Insurance Protection Adviser to join a highly successful team that specialises in bespoke Life Insurance / Inheritance Tax Planning (IHT) 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:

  • HNW & UHNW Leads
  • Ideally hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
  • Experience as a Protection Broker or Independent Financial Adviser
  • Must have be highly experienced within complex life insurance solutions
  • Ideally some experience of Inheritance Tax Planning
  • 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

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.