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.
Want to work on high value, complex life insurance cases, rather than volume? 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 exposure to £5m+ sums assured
- Comfortable operating in a professional introducer environment - you've worked alongside solicitors, accountants, or similar advisers before
- Experience with IHT planning, business owners, or landed estate/farming clients is a strong plus
- Level 4 Diploma in Regulated Financial Planning as a minimum.
- Genuinely curious about technical problem-solving, and confident explaining complex strategies - and sensitive topics like medical underwriting - in a way clients and introducers can actually follow
Why this role:
If you want to move beyond transactional protection sales and into genuinely strategic, high-value planning work, with real ownership of complex cases and direct access to a network of top-tier professional introducers. This is a rare opportunity to specialise at the top end of the market.
Salary:
Up to £75k Basic (Negotiable for right person) plus fantastic bonus potential
Genuine opportunity to earn £250k per annum for driven individuals.
Financial Advisor - IHT Planning employer: Pure Resourcing
Join a dynamic and award-winning financial services provider in London, where your expertise as a Senior Commercial Real Estate Finance Broker will be valued and rewarded. With a competitive salary and uncapped bonus structure, you'll thrive in a collaborative work culture that prioritises professional growth and strategic development. This role offers the unique opportunity to partner closely with leadership, shaping the future of the business while building strong relationships within the commercial real estate sector.
