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IHT & Estate Planning Life Insurance Specialist

Job in City Of London, Central London, Greater London, England, UK
Listing for: 21AVGB00 SPF Private Clients Limited
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 GBP Yearly GBP 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: City Of London

21

AVGB
00 SPF Private Clients Limited is seeking a highly experienced Financial Adviser to join their specialist advisory team. The role focuses on delivering bespoke life insurance solutions for high net worth clients, particularly in areas like inheritance tax planning and wealth structuring.

In your role, you will manage complex, high-value cases and collaborate closely with legal and financial professionals. You will advise on protection needs across personal and business sectors, enhancing client relationships and ensuring technical excellence in compliance with FCA standards.

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