Job Description
Job Type: Permanent
Location: Edinburgh or Birmingham
Salary: Up to £65,000 dependent upon experience
Closing Date: 25th May
Who are we?
We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role
You will join our Product Management Team within our TechVoice function, supporting our Retail Intermediary Channel by delivering tax, trust and wealth transfer consultancy services to advisers, who are typically looking after clients with complex financial planning needs.
You will represent us as an expert in tax, trust and wealth transfer, our proposition, and the market, both externally and internally. With your experience, your credibility, and your knowledge, you can make a real impact for our business. You will provide consultancy services to advisers on technical issues that concern their high-net-worth clients.
You may lead on the technical elements of the proposition plan for Retail Intermediary, investigating and providing recommendations for issues raised which impact on the effectiveness of the product as well as you may deliver webinars, email or bespoke face to face meetings, technical training and communicate thought leadership to advisers and their professional connections, representing us as an expert in tax, trusts and wealth transfer and promoting the brand.
What we’re looking for
- Significant experience in tax, trusts and wealth transfer and a deep knowledge of the legislation and regulations surrounding
- Knowledge of the offshore and onshore bonds, including the markets, mutual funds and ISA’s and their role in holistic tax planning
- Excellent communications skills, with the ability to absorb complex and detailed impact of complex tax, trust and wealth transfer legislation and turn it into clear, understandable and persuasive material for different audiences
- Ideally have experience of delivering presentations to range of different audiences
We want to hire the whole version of you
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
We’re reviewing applications as they come in, so apply early to avoid missing out.
Find out more about working at Standard Life
Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
