At a Glance
- 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 workplace that values 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 required.
The predicted salary is between 65000 - 65000 € per year.
Job Type: Permanent
Location: Edinburgh, Birmingham or London
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 it.
- Knowledge of the offshore and onshore bonds, including the markets, mutual funds and ISAs and their role in holistic tax planning.
- Excellent communication 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.
Senior Technical Manager - Product in London employer: Standard Life plc
At Standard Life, we pride ourselves on being an exceptional employer, offering a supportive and flexible work environment in vibrant locations like Edinburgh, Birmingham, and London. Our commitment to employee growth is evident through continuous learning opportunities and a culture that values curiosity and accountability, ensuring you can thrive while making a meaningful impact in the retirement sector. Join us to be part of a team that champions financial futures and fosters a sense of belonging for all backgrounds.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Manager - Product in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. We want to see you shine, so practice common interview questions and think of examples that showcase your expertise in tax, trusts, and wealth transfer.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. We love candidates who show initiative and enthusiasm, so don’t miss this chance to reinforce your interest in the role.
✨Tip Number 4
Apply through our website for the best chance at getting noticed. We’re reviewing applications as they come in, so don’t wait until the last minute. Get your application in early and make sure to highlight your relevant experience in tax and wealth transfer consultancy!
We think you need these skills to ace Senior Technical Manager - Product in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your expertise in tax, trusts, and wealth transfer, as well as any relevant presentations you've delivered.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Senior Technical Manager role. Share specific examples of how you've made an impact in previous roles and how you can bring that to our team.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your application materials are clear and persuasive. We want to see how you can simplify complex information for different audiences.
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 shows us you're serious about joining our team!
How to prepare for a job interview at Standard Life plc
✨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.
✨Communicate Clearly
Practice explaining complex concepts in simple terms. You might be asked to present information to different audiences, so think about how you can tailor your communication style to suit advisers and their clients. Clear, persuasive communication is key!
✨Showcase Your Presentation Skills
Since the role involves delivering webinars and training, prepare a short presentation on a relevant topic. This will not only showcase your knowledge but also give you a chance to demonstrate your ability to engage an audience effectively.
✨Be Yourself
Standard Life values authenticity, so don’t be afraid to let your personality shine through. Share your journey and what drives your passion for this field. Remember, they want to hire the whole version of you, so be genuine and confident!
