At a Glance
- Tasks: Provide expert technical support and training on retirement products and tax guidance.
- Company: Join a leading financial services firm focused on retirement solutions.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative environment with opportunities to engage with industry leaders.
- Why this job: Make a real difference in the retirement sector while developing your expertise.
- Qualifications: Strong communication skills and knowledge of retirement products are essential.
The predicted salary is between 50000 - 65000 £ per year.
Job Summary: Develop and deliver technical support by providing timely and accurate product and tax guidance to internal teams and change projects. Deliver specialist training to internal stakeholders, including designing and preparing supporting materials and presentations. Support the management of technical documentation, maintaining key documents (e.g. policy provisions, scheme rules, application forms) and providing input into marketing materials and online content. Represent the business at industry forums (e.g. Origo, Criterion, Equity Release Council) and contribute to internal responses to proposed changes in UK Government policy and financial services regulation impacting retirement products.
What will you be doing:
- Technical support for internal teams: Act as the product and tax technical lead for retirement-related queries, supporting decision-making across product terms, technical rules, documentation, complex cases, and tax treatment (including areas such as death claims, divorce, trusts, and contributions/payments). Review, interpret, and assess the impact of changes to technical standards and legislation affecting retirement products (e.g. HMRC guidance, pension updates, industry standards). Act as a key liaison with tax authorities to ensure compliance with reporting requirements and correct tax treatment, including for non-UK jurisdictions such as the Isle of Man, Jersey, and Guernsey.
- Technical support to change projects: Provide technical leadership on projects impacting retirement products, including product developments, regulatory changes, and annual updates. Support the creation and validation of technical requirements and assist with user acceptance testing (UAT). Build strong relationships with stakeholders to ensure effective implementation of compliant solutions.
- Training and development: Design and deliver technical training to internal teams. Provide guidance on new legislation, standards, and product or process changes.
- Technical documentation: Lead the management, review, and approval of key documentation and forms. Provide technical input to marketing materials and customer communications.
- Policy and regulatory support: Collaborate with internal teams to support responses to regulatory and legislative changes impacting retirement products.
Experience and Skills:
- Strong communication skills, with the ability to explain complex technical information clearly.
- High attention to detail with strong analytical and problem-solving abilities.
- Ability to interpret legislative and regulatory change and identify opportunities or impacts.
- Experience working with industry bodies, regulators, and tax authorities.
- Ability to coach, influence, and build effective working relationships.
- Strong report writing and documentation skills.
- In-depth knowledge of retirement products and the associated legislative and tax framework.
Qualifications: Ideally qualified (or working towards) in pensions, tax, or estate planning (e.g. PFS Diploma, G60/AF3, or equivalent).
Retirement Technical Specialist in Norwich employer: Sanderson
As a Retirement Technical Specialist, you will thrive in a dynamic work environment that prioritises employee development and collaboration. Our company offers comprehensive training programmes, opportunities for professional growth, and a supportive culture that values innovation and teamwork. Located in the heart of the financial services sector, we provide a unique chance to engage with industry leaders and contribute to meaningful projects that shape the future of retirement products.
StudySmarter Expert Advice🤫
We think this is how you could land Retirement Technical Specialist in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at forums or events related to retirement products. We can’t stress enough how important it is to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! When you get the chance, share your knowledge on retirement products and tax guidance in discussions or online platforms. This not only showcases your skills but also positions you as a go-to person in the field.
✨Tip Number 3
Prepare for interviews by brushing up on recent changes in legislation and industry standards. We recommend having a few examples ready that demonstrate your problem-solving abilities and how you've tackled complex cases in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Retirement Technical Specialist in Norwich
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with retirement products and tax guidance. We want to see how your skills match the job description, so don’t hold back on showcasing your relevant expertise!
Show Off Your Communication Skills:Since strong communication is key for this role, use your application to demonstrate how you can explain complex information clearly. We love seeing examples of how you've done this in past roles, so include those stories!
Highlight Your Attention to Detail:This position requires a keen eye for detail, especially when it comes to technical documentation. Make sure your application is free from typos and errors, and consider mentioning specific instances where your attention to detail made a difference in your work.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Sanderson
✨Know Your Stuff
Make sure you brush up on the latest retirement products and tax regulations. Familiarise yourself with HMRC guidance and any recent changes in legislation. This will not only help you answer questions confidently but also show that you're proactive and knowledgeable.
✨Prepare for Technical Questions
Expect to be asked about complex cases like death claims or trusts. Think of examples from your past experience where you've navigated these issues. Being able to articulate your thought process will impress the interviewers and demonstrate your expertise.
✨Showcase Your Training Skills
Since the role involves delivering training, prepare to discuss how you've designed and delivered training materials in the past. Bring examples if you can! Highlight your ability to simplify complex information, as this is crucial for the role.
✨Build Relationships
The job requires strong stakeholder management, so be ready to talk about how you've built effective working relationships in previous roles. Share specific instances where your communication skills made a difference, especially when liaising with regulators or industry bodies.
