At a Glance
- Tasks: Provide expert financial advice on complex inheritance tax and protection planning for high-net-worth clients.
- Company: Join a leading firm specialising in high-value financial solutions.
- Benefits: Competitive salary, bonus potential, and opportunities for professional growth.
- Other info: Collaborate with top professionals in a dynamic, consultative environment.
- Why this job: Make a real impact by solving intricate financial challenges for affluent clients.
- Qualifications: Experience in financial planning, particularly with high-value cases and IHT strategies.
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 in London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor - IHT Planning in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pure Resourcing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor - IHT Planning in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pure Resourcing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pure Resourcing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pure Resourcing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pure Resourcing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pure Resourcing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pure Resourcing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
