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- Tasks: Lead tax, trust, and wealth transfer consultancy for high-net-worth clients.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Flexible working, competitive salary up to £65,000, and a supportive culture.
- Other info: Inclusive environment welcoming diverse backgrounds and perspectives.
- Why this job: Make a real impact in financial planning while developing your expertise.
- Qualifications: Significant experience in tax, trusts, and wealth transfer legislation.
The predicted salary is between 60000 - 65000 £ per year.
Job Type: Permanent
Location: Edinburgh or Birmingham
Salary: Up to £65,000 dependent upon experience
Closing Date: 25th May
Who are we? We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role: 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. With your experience, your credibility, and your knowledge, you can make a real impact for our business. You will provide consultancy services to advisers on technical issues that concern their high-net-worth clients. 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.
What we’re looking for:
- 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 a range of different audiences.
We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. We’re reviewing applications as they come in, so apply early to avoid missing out.
Find out more about working at Standard Life.
Senior Technical Manager - Product in Edinburgh employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Technical Manager - Product in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and engage with professionals on platforms like LinkedIn. We can’t stress enough how important it is to make those personal connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your expertise! If you have experience in tax, trusts, or wealth transfer, don’t hold back. Share your insights through articles or posts on social media. This not only demonstrates your knowledge but also positions you as a thought leader in the field.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows your genuine interest in joining us at Standard Life. Don’t forget to tailor your application to highlight your relevant skills and experiences!
We think you need these skills to ace Senior Technical Manager - Product in Edinburgh
Some tips for your application 🫡
Know Your Stuff: Make sure you really understand the ins and outs of tax, trusts, and wealth transfer. We want to see your expertise shine through in your application, so don’t hold back on showcasing your knowledge!
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when candidates take the time to tailor their applications to our specific role. Highlight your relevant experience and how it aligns with what we’re looking for.
Show Off Your Communication Skills: Since this role involves explaining complex topics, make sure your written application is clear and engaging. Use simple language to convey your ideas effectively – we want to see how you can break down complicated information!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us keep track of all the amazing talent out there!
How to prepare for a job interview at Phoenix Group
✨Know Your Stuff
Make sure you brush up on your knowledge of tax, trusts, and wealth transfer legislation. Be prepared to discuss how these areas impact high-net-worth clients and be ready to share examples from your experience that demonstrate your expertise.
✨Tailor Your Communication
Since you'll be dealing with complex topics, practice explaining them in simple terms. Think about how you can adapt your communication style for different audiences, whether it's advisers or clients, to ensure your message is clear and persuasive.
✨Showcase Your Presentation Skills
If you've delivered presentations before, be ready to talk about them! Highlight any experience you have in leading webinars or training sessions, and consider preparing a mini-presentation to showcase your skills during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the company. This shows your genuine interest and helps you understand how you can contribute to their mission of improving retirement planning for clients.