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: Collaborative environment with opportunities to work alongside top professionals.
- Why this job: Make a real difference for clients with significant estates and complex needs.
- Qualifications: Experience in financial planning or advised protection is essential.
The predicted salary is between 60000 - 80000 £ per year.
HNW / UHNW Financial Adviser (IHT protection planning) 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) on some of the most technically complex protection and inheritance tax planning cases in the market.
This isn't a volume driven sales role.
It's a consultative, advice led position for someone who enjoys getting into the detail - trust structures, cross-border estates, large sum assured cases, and genuinely complex underwriting.
Responsibilities: You'll act as the protection specialist within a HNW advisory team, working alongside solicitors, accountants, and private bankers to design solutions that fit into much bigger financial and tax planning pictures.
Think IHT liquidity planning, estate equalisation, trust-based protection, and business protection for owner-managers - often layered with cross-border or non-UK domicile complexity.
You'll own cases from the first conversation through to placement, working closely with our inhouse underwriting team to negotiate terms with insurers on high-value, technically demanding risks.
Experience required: Solid background in advised protection or financial planning, ideally with exp...
