Financial Adviser - Inhertiance Tax Planning
Financial Adviser - Inhertiance Tax Planning
Posted on :
15-03-2025
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1 Vacancy
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Job Description
Job Description
Financial Adviser Inheritance Tax Planning / High Value Life Insurance
Are you a Diploma qualified Financial Adviser looking for a rewarding career with an employer who values it staff
Our client is an awardwinning financial services company based in the City of London.
We have a newly created opportunity for a motivated and professional Diploma qualified Financial Adviser to join a highly successful team that specialises in bespoke Life Insurance 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.
Key Points:
- Leads provided
- Must hold Diploma for Financial Advisers (DipFA) Level 4 or equivalent
- Proven experience as a Wealth Adviser or Independent Financial Adviser
- Must have some experience of Inheritance Tax Planning (Life Insurance solutions)
- Must be motivated organised and professional
- Fantastic lead source predominantly HNW clients
Salary:
Up to 50k Basic plus Benefits plus Uncapped Bonus.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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