At a Glance
- Tasks: Lead consultancy on tax, trusts, and wealth transfer for high-net-worth clients.
- Company: Join Standard Life, a leader in retirement savings with over 200 years of experience.
- Benefits: Flexible working, competitive salary up to £65,000, and comprehensive benefits.
- Other info: Inclusive culture welcoming applicants from all backgrounds.
- Why this job: Make a real impact in financial planning while working with a supportive team.
- Qualifications: Significant experience in tax, trusts, and wealth transfer; excellent communication skills.
The predicted salary is between 65000 - 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 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 are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.
Senior Technical Manager - Product employer: Standard Life (previously Phoenix Group)
At Standard Life, we pride ourselves on being an exceptional employer, offering a supportive and flexible work environment in the vibrant cities of Edinburgh and Birmingham. 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. With competitive salaries and a focus on work-life balance, we empower our colleagues to bring their best selves to work every day.
Contact Details:
Standard Life (previously Phoenix Group) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Technical Manager - Product
✨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 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 you to show up not just as a candidate, but as someone who genuinely fits into their team and shares their vision.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it relates to the role of Senior Technical Manager. We suggest rehearsing common interview questions and even asking a friend to do a mock interview with you.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in leaving a positive impression. We believe it shows your enthusiasm and professionalism, which can set you apart from other candidates.
We think you need these skills to ace Senior Technical Manager - Product
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Technical Manager - Product. Highlight your experience in tax, trusts, and wealth transfer, and don’t forget to showcase your communication skills. We want to see how you can make complex topics clear and engaging!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background aligns with our mission at Standard Life. Be genuine and let your personality come through – we love to see the real you!
Showcase Relevant Experience:When filling out your application, be sure to include specific examples of your past work that relate to the job description. Whether it's delivering presentations or providing consultancy services, we want to know how you've made an impact in similar roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Standard Life (previously Phoenix Group)
✨Know Your Stuff
Make sure you brush up on your knowledge of tax, trusts, and wealth transfer legislation. Be ready to discuss specific examples from your experience that demonstrate your expertise. This will show the interviewers that you’re not just familiar with the concepts but can also apply them in real-world scenarios.
✨Tailor Your Communication
Since you'll be dealing with advisers and high-net-worth clients, practice explaining complex topics in simple terms. Prepare to showcase your communication skills by turning intricate tax issues into clear, persuasive material. This will highlight your ability to connect with different audiences.
✨Showcase Your Presentation Skills
If you have experience delivering presentations, be sure to mention it! You might even want to prepare a mini-presentation on a relevant topic to demonstrate your skills during the interview. This will give the interviewers a taste of what you can bring to their team.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to tax and wealth transfer consultancy. This shows your genuine interest in the role and helps you gauge if the company aligns with your values. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.
