Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 firm 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 industry with motivated professionals.
- Qualifications: Must have DipFA Level 4 or equivalent and experience in complex life insurance solutions.
- Other info: Work with high-value clients and access fantastic lead sources.
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 your qualifications, such as the Diploma for Financial Advisers (DipFA) Level 4, and any relevant experience in complex life insurance solutions and inheritance tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and professionalism. Mention specific achievements in your previous roles that demonstrate your ability to handle HNW and UHNW clients effectively.
Highlight Relevant Skills: In your application, focus on skills that are crucial for this role, such as organisation, communication, and client relationship management. Provide examples of how you've successfully used these skills in past positions.
Showcase Your Knowledge: Demonstrate your understanding of inheritance tax planning and bespoke life insurance solutions. This could be through mentioning relevant projects or experiences that align with the company's focus on high-value clients.
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 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 these topics confidently will show that you are well-prepared and knowledgeable about the intricacies of the financial landscape.
✨Demonstrate Your Motivation
Employers are looking for motivated individuals. Share examples of how you've gone above and beyond in previous roles, whether through client acquisition or providing exceptional service. This will help convey your drive and commitment to success.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company's approach to HNW clients and their team dynamics. This not only shows your interest but also helps you assess if the company is the right fit for you.
