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Europe jobs › United Kingdom › Financial Advisor - Life & Inheritance Tax

Senior

Financial Advisor - Life & Inheritance Tax

Howden · London, United Kingdom · Hybrid

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PayNot posted
LevelSenior
Work modeHybrid
LanguageNot stated
VisaNot stated
Asks forNo US skills mentioned
PostedJul 2, 2026
Found by usOct 2, 2026
Last checkedOct 2, 2026

Quick look

Advise HNW and international clients on life insurance solutions for inheritance tax and estate liquidity planning.

Experienced, 5+ years

Worth knowing: Requires Level 4 Diploma in Regulated Financial Planning

From the posting

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. We are seeking a highly experienced Financial Adviser to join a specialist advisory team focused on delivering bespoke life insurance solutions for inheritance tax planning, business succession, and wealth structuring . Our proposition is centred on: High net worth and ultra-high net worth clients (typically clients with estate values of £10m+) Complex IHT mitigation strategies (including trust planning and liquidity provision) Close collaboration with professional introducers (lawyers, accountants, bankers, private client advisers) Large sum assured, technically complex protection cases This is not a volume sales role. It is a consultative, technically-led position focused on structuring and delivering high-value, advice-driven outcomes . Role Purpose Design and deliver life insurance solutions within IHT and estate planning frameworks Act as a trusted adviser alongside legal, accountancy, banking and other professional advisers Manage complex, high-value cases involving: UK and cross-border estates Non-UK residents / internationally mobile clients Provide a joined-up approach integrating protection into wider financial and tax planning strategies Key Responsibilities 1.

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