Tax & Trust Specialist

  • Post Date: March 3, 2020
  • Isle of Man
Job Description

Role Responsibilities:
– Providing support to Staff, Sales Teams and our supporters on general estate/succession planning and tax related queries
– Undertaking research for sales / our supporters to help secure new business and retain existing business
– Delivering training courses to the appropriate areas of the Group/our supporters to address Tax/Trust related 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
– Articles for the trade press

Skills & Experience Required:
– At least 2 years work experience with skills and knowledge in the following areas:
– Life Assurance Sector and or Investment Platforms
– UK Inheritance Tax
– The uses of Trusts
– Report / copy writing skills
– Relationship Management experience
– Presentation skills