Financial Advisor - IHT Planning / UHNW Life Insurance

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Financial Advisor - IHT Planning / UHNW Life Insurance, London (City of London)

Client: Pure Resourcing Limited

Location: London (City of London), United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 2

Posted: 13.04.2025

Expiry Date: 28.05.2025

Job Description:

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 its 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 specializes 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, organized, and professional
• Fantastic lead source - predominantly HNW clients

Up to £50k Basic (Negotiable for right person) plus fantastic bonus potential.

Genuine opportunity to earn £250k per annum for driven individuals.