IHT Protection Adviser - HNW / UHNW Clients - Pure Resourcing Limited : Job Details

Specialist Life Insurance Adviser - HNW / UHNW Clients

Pure Resourcing have an exciting opportunity for a high value Life Protection Planning Consultant to join one of London’s leading financial services providers. You will be responsible for providing bespoke and complex financial planning solutions for HNW and UHNW clients.

This position would be ideal for a highly experienced Life Insurance Broker or Independent Financial Adviser (IFA) who is looking to specialize in IHT and Life Insurance planning, especially for clients with substantial financial portfolios. The job is demanding but offers significant rewards and the chance to work at a high level in the financial services industry.

Core Responsibilities:

• Advising on and delivering high-value life insurance products.
• Specializing in IHT planning, which involves strategies to minimize the tax burden on large estates.
• Offering critical illness and income protection insurance, which are crucial for financial security.
• Working closely with clients to tailor financial solutions to their specific needs.

Experience and Qualifications:

DipFA Level 4: Desirable qualification, signifying a strong foundation in financial advice.

AF1 Personal Tax & Trust Planning: Or equivalent qualification, which is essential for advising on IHT and complex financial products.

Degree Level Qualification: Preference for candidates with a strong academic background, indicating the need for a deep understanding of financial products and regulations.

Personal Attributes: The role demands a confident communicator, particularly given the high-profile nature of the clients, and someone who is ambitious and driven.

Compensation:

The base salary is up to £60,000, with additional guarantees, benefits, and uncapped commission, reflecting the high earnings potential in this role.