Protection Technical Specialist Tax & Trust

Contract Type: Permanent
Location: London or Edinburgh or Alderley Park (Wilmslow)
Working Style: Hybrid - 50% from home / 50% office based

We have an exciting new opportunity for a Protection Technical Tax and Trust Specialist to join our Protection Proposition Team at Royal London. You will provide accurate and timely tax and trust technical expertise through communication training development and coaching to internal and external customers (advisers and internal colleagues) for personal and business protection customers. This role will work closely with Product Owners and Proposition Analysts in our Protection Proposition team and the wider business (group operations and long-standing customers) using up to date legislative and regulatory knowledge to ensure products and propositions meet the needs of customers and financial advisers as well as provide thought leadership content for PR and Marketing purposes.

Accountableforthe day-to-day provision of high-quality technical supportto advisers and internal customers including on:

• Trusts personal and ensure that the trust proposition is fit for purposebyregular reviews.
• Tax including inheritance tax ensure that tax knowledge is up to date.
• All aspects ofHigh Net support Distribution withtheirqueries and conversations on business and personalprotection.
• Internal customers will include Distribution PropositionGroup OperationsandLong-StandingCustomers.
• Ownership of Technical queriessubmittedtoTax and TrustMailbox.
• AttendDistribution team meetings toprovide training and help supportthe developmentofour business development managers.

Represent Royal London as a subject matter expert on Protectionfor both internal and external customers including:

• Developing strong business relationships withinternal andexternalcustomers.
• Analyse understand and communicate impact of legislative and regulatory changes on Protection Proposition.
• Providearticles on tax estateplanningand wealth management forTechnical Central and IHT hub.
• Toprovide supportin thecreationdevelopmentand review ofour protection propositionproducts.
• Toreview and provide sign offfor alltrustrelated product documentation sales support documents presentations webpage pagesfor internal customers
• Useexpertiseto support distribution colleagues in achieving new business targets.
• Prioritise customer outcomes and business value by usingappropriate toolsand techniques.

• Relevantworkexperience and/or equivalent professional qualifications.
• Good knowledgeand understanding of the financial services industry and the legislativeframework.
• Strongknowledge ofthe technical aspects ofProtectionPropositions.
• Goodunderstanding of the regulatory environment and government policy in relation toProtection.
• STEP qualified is an advantage.
• Knowledge and understanding of the commercial environment facing product providers.
• Ability to understand and communicate on a wide range of technical aspects.
• Ability to consider how technical changes over timeimpactour Products and Propositions.
• Ability tobuild andmaintainstrong collaborative relationships with key internal and external stakeholders.
• Strong communicationskills both written and verbal.
• Excellent planningmanagementand organisational skills.

If you feel youd be a great fit for Royal London but dont meet every requirement wed still love to hear from you. Research shows some candidates are less likely to apply unless they meet 100% of the criteria - if you meet most requirements and are keen to learn we encourage you to apply!

Were the UKs largest mutual life pensions and investment company offering protection long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive responsible enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered Trustworthy Collaborate Achieve.

Weve always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays an up to 14% employer matching pension scheme and private medical insurance.

Were an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected whatever their background.