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Tax Wrapper and Product Specialist

Salary Competitive
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/27565
Contact Hannah Cavaciuti
Date posted 01-12-2017

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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Contact Hannah about this job

Associate, Consultant