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.
This isn't a volume driven sales role. 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:
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