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- Tasks: Join a top team providing bespoke life insurance and inheritance tax planning for high-net-worth clients.
- Company: Be part of an award-winning financial services company in the heart of London.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and a supportive work environment.
- Why this job: This role offers a chance to excel in a prestigious field with motivated professionals.
- Qualifications: Must hold a Level 4 Diploma for Financial Advisers and have experience in complex life insurance.
- Other info: Work with high-value clients and access fantastic leads to boost your career.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced, motivated and professional qualified Protection Adviser / 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 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.
- HNW & UHNW Leads
- Ideally hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
- Experience as a Protection Broker or Independent Financial Adviser
- Must 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.
HNW Protection Broker / Financial Adviser employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land HNW Protection Broker / Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry, especially those who specialise in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Attend industry events, seminars, or webinars to connect with potential colleagues and clients, which can help you gain insights and referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in inheritance tax planning and life insurance solutions. This knowledge will not only enhance your expertise but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 3
Consider obtaining additional certifications or qualifications related to financial advising and protection broking. This can set you apart from other candidates and show that you are serious about your professional development.
✨Tip Number 4
Prepare for interviews by practising common questions specific to HNW protection advising. Be ready to discuss your experience with complex life insurance solutions and how you've successfully managed client relationships in the past.
We think you need these skills to ace HNW Protection Broker / Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Protection Broker or Financial Adviser. Emphasise any qualifications like the Diploma for Financial Advisers (DipFA) Level 4 and detail your expertise in complex life insurance solutions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and professionalism. Mention your experience with HNW and UHNW clients, and how you can contribute to the team’s success in bespoke Life Insurance and Inheritance Tax Planning.
Highlight Relevant Experience: In your application, specifically mention any past roles where you dealt with inheritance tax planning or high-value life insurance. Use examples to demonstrate your skills and achievements in these areas.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial services industry.
How to prepare for a job interview at Pure Resourcing Limited
✨Showcase Your Expertise
Make sure to highlight your experience as a Protection Broker or Independent Financial Adviser. Be prepared to discuss specific cases where you've successfully navigated complex life insurance solutions, as this will demonstrate your capability to handle the demands of the role.
✨Understand Inheritance Tax Planning
Since the role involves Inheritance Tax Planning, brush up on relevant regulations and strategies. Being able to discuss how you can provide bespoke solutions for HNW and UHNW clients will set you apart from other candidates.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills in real-life situations. Think about past experiences where you had to tailor solutions for clients and be ready to explain your thought process.
✨Demonstrate Professionalism
As this position requires a high level of professionalism, ensure your attire is appropriate and your communication is clear and confident. Show that you are organised and motivated, reflecting the values of the company.
