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- Tasks: Lead a team of financial advisers in Inheritance Tax and Tax Planning.
- Company: Leading financial services company based in Cardiff.
- Benefits: Competitive salary, benefits, and professional growth opportunities.
- Why this job: Combine your expertise with leadership to make a real impact.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong IHT knowledge.
- Other info: Dynamic role with excellent career advancement potential.
The predicted salary is between 42000 - 60000 £ per year.
A leading financial services company in Cardiff is seeking an experienced Advice Manager to lead a team of financial advisers, focusing on Inheritance Tax and Tax Planning. This role combines technical expertise with leadership, aiming to enhance advice delivery and ensure compliance.
Candidates should hold a Level 4 Diploma in Regulated Financial Planning and possess strong knowledge in IHT trusts, along with excellent communication and stakeholder management skills.
The role offers a competitive salary, benefits, and opportunities for professional growth.
Inheritance Tax Advisory Team Lead in Cardiff employer: LegalAndGeneral
Contact Detail:
LegalAndGeneral Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Inheritance Tax Advisory Team Lead in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about Inheritance Tax. A friendly chat can lead to insider info on job openings that aren’t even advertised yet.
✨Tip Number 2
Show off your expertise! Prepare a few case studies or examples of how you've successfully managed IHT trusts in the past. This will not only demonstrate your knowledge but also give you great talking points during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your communication skills. Focus on articulating your leadership style and how you enhance advice delivery – it’s key for this role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly shows your enthusiasm for joining our team. Plus, it’s super easy to navigate!
We think you need these skills to ace Inheritance Tax Advisory Team Lead in Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Inheritance Tax and Tax Planning. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 Diploma and any relevant achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Advice Manager position. Share specific examples of your leadership experience and how you've enhanced advice delivery in previous roles.
Showcase Your Communication Skills: Since this role involves stakeholder management, make sure to highlight your communication skills in both your CV and cover letter. We love candidates who can convey complex information clearly and effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at LegalAndGeneral
✨Know Your Stuff
Make sure you brush up on your knowledge of Inheritance Tax and Tax Planning. Be ready to discuss IHT trusts in detail, as well as any recent changes in legislation that could impact advice delivery. This shows you're not just qualified but also genuinely interested in the field.
✨Showcase Your Leadership Skills
As a team lead, you'll need to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, focusing on how you enhanced performance and compliance. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating complex financial concepts in simple terms. During the interview, ensure you listen actively and respond thoughtfully to questions, showcasing your stakeholder management skills.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to Inheritance Tax advisory services and team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values and career goals.
