Working for a leading investment management firm you will provide technical advise across all tax efficient investments to various parts of the business. This is a fantastic opportunity for a tax professional to focus on a more commercial role, either as their first move away from client advice or to build on existing in-house experience.
Client Details
A market leading investment management firm with 500+ employees which manages over £7 billion on behalf of 40,000 investors.
Description
* Own each of the tax efficient products:
* Ensure sales and client relations teams have a strong understanding, identify training needs and adapt to their working styles and needs
* Assist with the development of marketing collateral and ensure live materials remain accurate, useful and compliant
* Support business development activities in person, for example attending client meetings as product expert, answering in depth follow up questions and due diligence
* Develop a strong understanding of all competitor products, keep internal teams up to date, benchmark our products and consider commercial opportunities or threats
* Take responsibility for the governance and compliance of each of the tax efficient products:
* Ensure product governance is complete and robust
* Act as first and final approval for financial promotions in relation to the product
* Consider wider group opportunities and threats
* Monitor and ensure each product continues to meet its mandate
* Act as the technical expert across all tax efficient investments
* Become the go to person for all sales team and client relations client scenario questions, providing helpful answers while managing risk
* Understand and develop planning scenarios to assist with business development
* Look for opportunities to expand our existing product range or to invest into new sectors
Profile
Job Specific Experience/Technical Skills/Abilities
* You will be a tax professional with relevant qualifications
* You will be an excellent communicator, able to understand complex product features and technical planning opportunities and to communicate these to a variety of audiences, including internal stakeholders, advisers and retail clients
* You will be self-motivated and interested in seeking out and overseeing improvements to our operations, communications and governance procedures
* You will enjoy every day being different, and relish the challenge of dealing with ad hoc projects
Job Offer
£60,000 - £90,000 + an excellent bonus + benefits
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