Tax/Trust Specialist

  • Post Date: July 1, 2021
  • Isle of Man
Job Description

Duties and Responsibilities will include:
– Providing support to staff, Sales Teams and distributors on general estate/succession planning and tax related queries;
– Undertaking research for sales to help secure new business and retain existing business;
– Delivering training courses to the appropriate areas of the Group to address technical training needs;
– Maintaining a detailed awareness of regulatory, fiscal and any other matters of a competitive nature that would have an impact of the effectiveness of the Group/our products;
– Product developments

The role is very varied and would suit someone working towards the CII Diploma in Financial Planning or STEP Diploma in International Trust Management (other professional qualifications will be considered).

Skills and Experience Required:
– The successful candidate should have knowledge of IOM Life Sector Products/Investment Platforms;
– Knowledge around the UK tax products would be an advantage;
– You should be self-motivated and possess good report/copy writing skills;
– IOM Life Industry Products and or Investment Platforms;
– Knowledge of UK Inheritance Tax, UK Chargeable Events;
– The uses of Trusts;
– Features of UK Pension schemes

Phone 01624 615600