At a Glance
- Tasks: Provide expert financial advice on complex protection and inheritance tax planning.
- Company: Join a leading firm specialising in high net worth client services.
- Benefits: Attractive salary, flexible working options, and ongoing professional development.
- Other info: Dynamic team environment with opportunities for career advancement.
- Why this job: Make a significant impact by advising clients with substantial estates.
- Qualifications: Experience in financial planning and a strong understanding of protection strategies.
The predicted salary is between 60000 - 80000 £ per year.
HNW / UHNW Financial Adviser (IHT protection planning)
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Do you thrive on the technical side of financial planning the cases where a simple term policy just won't cut it?
We're looking for an experienced protection specialist to join our team, working with high and ultra-high net worth clients (typically £10m+ estates) xsabvtc on some of the most technically complex protection and inheritance tax planning ca...
We think you need these skills to ace Financial Adviser in London
Technical Financial Planning
Inheritance Tax (IHT) Protection Planning
Protection Specialist Expertise
Client Relationship Management
High Net Worth (HNW) Client Experience
Ultra High Net Worth (UHNW) Client Experience
Complex Case Management
