Are you an ambitious Life Insurance Adviser looking to specialise in high-value life insurance and succession planning? This is a rare opportunity to work closely alongside and be mentored by a recognised industry leader, advising high and ultra-high-net-worth (UHNW) clients, including non-UK residents and US persons.
About the Role
This is a highly specialised role focusing on Inheritance Tax (IHT) planning and succession planning, working within a niche team handling complex underwriting cases for HNW and UHNW individuals. Clients, leads, and training are provided, but this is a sales-focused role that requires a proactive and commercially minded approach.
Key Responsibilities
- Work closely with an industry leader, gaining invaluable mentorship and expertise
- Provide specialist advice on high-value life insurance solutions for succession planning and tax efficiency
- Develop relationships with top-tier clients, including international and non-domiciled individuals
- Manage complex underwriting cases and work with insurers to secure tailored solutions
- Generate new business and maximise opportunities within a well-established, high-profile client base
What We’re Looking For
- Strong knowledge of Inheritance Tax (IHT) and life insurance solutions
- A proven track record in new business generation and sales
- Ambition and drive to develop expertise in a high-value, specialist market
- The ability to build trusted relationships with HNW and UHNW clients
- A commercially minded, proactive approach to business development
- Progress towards relevant market qualifications - DipPFS
Why This Role?
- Mentorship & Development - Work alongside an industry leader and gain specialist expertise
- Top-Tier Clients - Advise HNW and UHNW individuals with complex financial needs
- Exceptional Earning Potential - 4x validation, with 40% commission on earnings above validation rising to 50% once over £200k in fees generated
- Career Progression - A fantastic opportunity for an adviser on the upward curve of their career, looking to carve out a niche in high-value life insurance
This is a highly lucrative and career-defining role for the right candidate. If you're looking to specialise in an exciting and rewarding market, please do apply for this role.
Sector:
- Financial Services
- Financial Planning
- Employee Benefits
