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- Tasks: Join a dynamic team providing bespoke life insurance solutions 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, bonus potential, and leads provided to boost your success.
- Why this job: This role offers a chance to excel in a prestigious industry with motivated professionals.
- Qualifications: Must hold a Diploma for Financial Advisers (DipFA) Level 4 or equivalent.
- Other info: Genuine opportunity to earn up to £250k per annum for driven individuals.
The predicted salary is between 36000 - 60000 £ per year.
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 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.
- 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 (Negotiable for right person) plus fantastic bonus potential. Genuine opportunity to earn £250k per annum for driven individuals.
Financial Advisor - IHT Planning / UHNW Life Insurance employer: Pure Resourcing Limited
Contact Detail:
Pure Resourcing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - IHT Planning / UHNW Life Insurance
✨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 or seminars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in inheritance tax planning and life insurance solutions. Being well-versed in current market conditions will not only enhance your knowledge but also demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your success in advising HNW clients. This will showcase your ability to provide tailored financial solutions and your understanding of their unique needs.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer to HNW and UHNW clients. This knowledge will help you align your answers with their expectations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Financial Advisor - IHT Planning / UHNW Life Insurance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Diploma qualifications and relevant experience in financial advising, particularly in inheritance tax planning and life insurance solutions. Use specific examples to demonstrate your success with HNW and UHNW clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and professionalism. Explain why you are interested in this specific role and how your skills align with the company's values and goals. Mention your experience with bespoke life insurance solutions.
Highlight Relevant Experience: In your application, emphasise any previous roles where you provided wealth advice or worked as an independent financial adviser. Include details about your experience with inheritance tax planning and how it has prepared you for this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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 Qualifications
Make sure to highlight your Diploma for Financial Advisers (DipFA) Level 4 or equivalent during the interview. Discuss how your qualifications have prepared you for advising HNW and UHNW clients, and be ready to provide examples of your expertise in inheritance tax planning.
✨Demonstrate Your Experience
Prepare to discuss your previous roles as a Wealth Adviser or Independent Financial Adviser. Share specific examples of how you've successfully managed client portfolios and provided bespoke life insurance solutions, particularly for high-value clients.
✨Understand the Company Culture
Research the company’s values and culture before the interview. Be ready to explain why you want to work for this award-winning financial services company and how you align with their mission to provide exceptional service to clients.
✨Prepare Questions for Them
Have insightful questions ready to ask the interviewers about their approach to client management and the support they provide to their advisers. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
