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 required.
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 Peterborough employer: Sanderson
As a Retirement Technical Specialist, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company offers comprehensive training programmes, competitive benefits, and the opportunity to engage with industry leaders at forums, ensuring you are at the forefront of retirement product innovation. Located in a vibrant area, we foster a collaborative culture where your expertise will be valued and your contributions will directly impact our success.
StudySmarter Expert Advice🤫
We think this is how you could land Retirement Technical Specialist in Peterborough
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sanderson. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Retirement Technical Specialist in Peterborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sanderson.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Sanderson's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sanderson
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sanderson.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Sanderson will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Sanderson employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
