Life & Investment Support Administrator

We currently have an exciting opportunity for a Life & Investment Support Administrator situated within the Product Law Technical team

This role is to provide advisor support through answering life & investment technical queries through our helpdesk facility and via our technical inbox.

The primary focus will be dealing with technical queries and case work generated from internal and external customers providing a strong link with Sales and Operations.

You will work in the identification, analysis and production of technical articles, sales-aids and other material as appropriate.

Key Responsibilities:

This role will incorporate some or all of the responsibilities outlined below:

Product Law

Positively frame proposition to IFAs and the sales teams, using clever devices to simplify the essence of what we stand for, strongly promote our technical ability as a differentiator.

Assist in the analysis and interpretation of UK& International legislation and regulations as they relate to Life & investment products and provide advice to the business to ensure compliance with our regulatory responsibilities and opportunities are identified.

Assist in supporting the sales force with technical arguments and data to deploy in the market, which helps them explain and ‘sell’ the proposition, and position us in a compelling way in contrast to the competition

Research complex cases with reference to legislation, regulation and industry practice.

Explain our Life & Investment technical approach to the sales force, through cases work, articles and appropriate media & provide training as appropriate
UK taxation and trust knowledge essential, offshore bond planning and international tax knowledge will be required (but is desirable at outset)

A key member and contributor to the life & investment technical team and be considered by the business as a life & investment technical subject matter expert on our proposition internally and externally with Advisers, maintaining up to date knowledge of trusts, taxation and life & investment matters both in the UK and internationally where appropriate.

Qualifications required:

Bachelor’s degree and/or Relevant industry qualification (or studying towards)

Experience required:

Expert in Life & Investment technical matters e.g. IHT chargeable events, trusts, trust taxation, CGT, offshore bond planning

Presentational / influencing skills

Excellent telephone and written communication