Life Insurance Adviser - UHNW Clients

Are you an ambitious Life Insurance Adviser looking to specialise in high-value life insurance and succession planning? This is a rare opportunity to work closely alongside and be mentored by a recognised industry leader, advising high and ultra-high-net-worth (UHNW) clients, including non-UK residents and US persons.

About the Role

This is a highly specialised role focusing on Inheritance Tax (IHT) planning and succession planning, working within a niche team handling complex underwriting cases for HNW and UHNW individuals. Clients, leads, and training are provided, but this is a sales-focused role that requires a proactive and commercially minded approach.

Key Responsibilities

• Work closely with an industry leader, gaining invaluable mentorship and expertise
• Provide specialist advice on high-value life insurance solutions for succession planning and tax efficiency
• Develop relationships with top-tier clients, including international and non-domiciled individuals
• Manage complex underwriting cases and work with insurers to secure tailored solutions
• Generate new business and maximise opportunities within a well-established, high-profile client base

What We’re Looking For

• Strong knowledge of Inheritance Tax (IHT) and life insurance solutions
• A proven track record in new business generation and sales
• Ambition and drive to develop expertise in a high-value, specialist market
• The ability to build trusted relationships with HNW and UHNW clients
• A commercially minded, proactive approach to business development
• Progress towards relevant market qualifications

Why This Role?

• Mentorship & Development – Work alongside an industry leader and gain specialist expertise
• Top-Tier Clients – Advise HNW and UHNW individuals with complex financial needs
• Exceptional Earning Potential – 4x validation, with 40% commission on earnings above validation (rising to 50% once over £200k in fees generated
• Career Progression – A fantastic opportunity for an adviser on the upward curve of their career, looking to carve out a niche in high-value life insurance

This is a highly lucrative and career-defining role for the right candidate. If you're looking to specialise in an exciting and rewarding market, please do apply for this role.