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|Sector||Wealth & Asset Management|
We now have an exciting opportunity for someone with experience of providing technical support to financial advisors to join a well known retail funds provider as a Tax Wrapper and Product Specialist.
As a Tax Wrapper and Product Specialist you will provide support and query resolution to internal and external stakeholders, you will be a subject matter expert and have a sound understanding of retail products such as ISAs and Unit Trusts.
This provides a great next step for someone who is experienced within the retail funds space.
Key responsibilities for Tax Wrapper and Product Specialists:
To provide day to day technical support to advisers over telephone and email in regard to products such as unit trusts and ISAs
provide technical support for areas of the business to ensure all systems and processes are in-line with regulatory requirements
provide timely answers to queries raised by colleagues
Supporting the Technical Services Manager by providing management information as required.
Provide input and support in relation to the updating and testing of internal administrations systems
Conduct and assist with HMRC regulatory reporting, including scheme returns and pension tax relief reclaims
To assist with the updating client documentation
Comply to all compliance protocols and actively participate in personal development training
Key skills include:
Relevant Financial Services qualifications or significant progression towards obtaining such qualifications e.g. diploma in financial planning
Experience of providing support on pensions and ISA or Bonds
Knowledge of using Excel and Word applications
Experience of dealing with Financial Advisers
Experience dealing with pension / ISA HMRC reports and returns
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