Financial Advisor - IHT Planning

Job Description

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 plannin...