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For Companies At a Glance
- Tasks: Join a top team providing bespoke life insurance and inheritance tax planning for high-net-worth clients.
- Company: An award-winning financial services firm located in the heart of London.
- Benefits: Enjoy a competitive salary, uncapped bonuses, and a supportive work environment.
- Why this job: Be part of a leading team, grow your expertise, and make a real impact in clients' lives.
- Qualifications: Must hold a Level 4 Diploma for Financial Advisers and have experience in complex life insurance solutions.
- Other info: This role offers fantastic leads from HNW clients, perfect for driven professionals.
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.
Locations
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 leads.
✨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 reaching out to current or former employees of the company you're applying to. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience that highlight your success in dealing with complex life insurance solutions and inheritance tax planning. This will showcase your expertise and make you stand out as a candidate.
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 Independent Financial Adviser. Emphasise any qualifications, such as 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 specific experiences related to HNW and UHNW clients, and explain why you are interested in this particular role with the award-winning financial services company.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as organisation, communication, and client management. Provide examples of how you've successfully used these skills in previous positions.
Showcase Your Knowledge of Inheritance Tax Planning: If you have experience in Inheritance Tax Planning, make sure to include it in your application. Discuss any relevant cases or strategies you've implemented, as this will demonstrate your capability to handle complex financial situations.
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 the latest regulations and strategies. Being able to discuss these topics confidently will show that you are not only knowledgeable but also genuinely interested in providing tailored solutions for HNW and UHNW clients.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to think on your feet. Prepare examples from your past experiences where you successfully addressed client needs or overcame challenges in financial advising.
✨Demonstrate Professionalism
As this position requires a high level of professionalism, ensure that your attire is appropriate and your communication is clear and respectful. This will help create a positive impression and reflect your suitability for a role that deals with high-value clients.
