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.
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.

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

Senior Technical Manager – Product

Key skills