At a Glance
- Tasks: Join a dynamic team to provide expert tax and estate planning consultancy.
- Company: Canada Life UK, a leading inclusive employer focused on building better futures.
- Benefits: Competitive salary, generous pension, private medical insurance, and flexible working options.
- Other info: Embrace a culture of diversity, inclusion, and continuous personal development.
- Why this job: Make a real impact by helping clients navigate complex financial landscapes.
- Qualifications: Strong communication skills and a passion for tax and estate planning.
The predicted salary is between 50000 - 65000 £ per year.
This job is with Canada Life UK, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.
Job Posting End Date: 31/07/2026
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies.
We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903.
We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose - Technical Specialist, Tax and Estate Planning
Work as part of specialist sales technical team, to develop and deliver the technical requirements of sales strategy in order to generate continuous growth in sales.
Provide technical consultancy for distribution and key advisers, case consulting to deliver large and/or complex Wealth business to Canada Life (CL).
Build and maintain excellent relationships with distribution and leaders of key advisers in order to use technical and market knowledge to enhance propositions.
Design and deliver seminars/workshops/webinars.
Coach sales staff to improve knowledge of all markets and solutions.
Duties/Responsibilities
- Technical consultancy - provide technical expertise around tax and estate planning for distribution and key advisers in order to maximise the sales opportunity for the adviser and Canada Life.
Be the named technical representative for one or more strategically important accounts, helping manage our relationship with that business and using technical expertise and knowledge to increase business flows.
- Consult on specific tax and estate planning cases, especially when large and/or complex scenarios to improve chance of business coming to CL.
- Write or input into educational material for advisers and using market knowledge highlight sales opportunities.
- Collate market knowledge and intelligence, including around competitors, to help shape the ongoing development of the products and surrounding material which we offer and deliver information face-to-face, via webinars, written material or by phone/email.
- Lead/input into the design of, and delivery of, tailored seminars, workshops and webinars for advisers and, where appropriate, to their professional connections, to optimise sales and achieve business goals.
Speak at externally managed events to increase profile and reputation of CL.
- Work to improve knowledge of sales staff, across estate planning products, tax, trusts, legislation, competitors etc.
This helps distribution maximise their opportunities, presents CL as a knowledgeable company, and ensures we are meeting compliance requirements.
Includes attendance and training within monthly sales meetings, sales conferences, via one to one training, clever nelly system etc.
- Analyse new legislation, regulation and market developments, highlighting the estate planning sales opportunities which may arise.
Communicate sales opportunities within distribution and to advisers through presentations, webinars, articles, working with Marketing as necessary.
- Work within distribution to develop and deliver the technical tools necessary to help distribution generate continuous growth in sales.
Utilise specialist technical knowledge and market awareness to contribute ideas to sales strategy.
- Create and maintain excellent working relationships with distribution teams, key advisers, marketing, proposition, compliance and other relevant areas in order to help distribution, and continually enhance the CL offering to advisers.
To work with distribution teams to develop and build business relationships with leaders of key advisers and enhance the CL value proposition and thereby increase business opportunities and achieve sales targets.
- Be distribution representative on relevant business groups, feed into product development using specialist knowledge and market awareness of competitors and adviser practices.
- Knowledge, Skills and Experience
- Excellent communication skills
- Self-motivated, engaging, good with people, with a keen eye for detail
- Extensive autonomy due to field-based position and requirement to deal with significant travelling
- Demonstrate the ability to communicate complex technical information in a simple and understandable way
- Ability to understand, highlight and clearly articulate the sales opportunities arising from complex technical and legislative changes
- Ability to disseminate information from industry groups, Government and regulators, and identify sales opportunities arising
- Act as a specialist to encourage open and constructive relationships and help others develop skills to be effective.
- Demonstrate the ability to coach
- Ability to write clear technically accurate reports/articles
- Oversee articles/reports/presentations drafted by other authors
- Excellent presentation skills so can design and deliver seminars/workshops for advisers and their professional connections along with representing CL at industry wide events
- Able to demonstrate in-depth understanding of the wealth products and provide training in support of these, and the surrounding legislative and tax framework
- Lead by example to encourage a culture of service excellence and continuous improvement in processes and business results
- Lead and support projects and initiatives and identify and manage risks
- Act as 'eyes and ears' in the market, utilise own specialist knowledge and that of team to influence sales strategy
- Lead and support proactive promotion of new product launches, corporate or regional events, activities and campaigns
- A very good knowledge of Microsoft Office tools (especially Power Point, excel etc)
- Preferably suitable qualifications in tax and/or estate planning - such as TEP/ATT or equivalent
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed.
As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance.
We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us.
We care about doing the right thing for our people, customers and community and helping others to build better futures.
Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others.
Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.
We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces.
That's why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us.
We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.
"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures.
Emerging talent is crucial to our growth and creating an environment that continues to inspire us all."
Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities.
We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Technical Specialist, Tax and Estate Planning employer: Canada Life UK
Canada Life UK is an exceptional employer that prioritises the growth and well-being of its employees, offering a competitive salary and a comprehensive benefits package, including a generous pension scheme and private medical insurance. The company fosters a supportive work culture that values diversity and inclusion, ensuring that all team members can thrive and contribute meaningfully to governance initiatives. With ample opportunities for personal and professional development, Canada Life UK is committed to empowering its workforce in a dynamic and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Specialist, Tax and Estate Planning
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Canada Life UK, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Technical Specialist, Tax and Estate Planning
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Canada Life UK's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Canada Life UK. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Canada Life UK!
How to prepare for a job interview at Canada Life UK
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Canada Life UK.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Canada Life UK. It helps to show our commitment!
