Tax and Trust Specialist

Isle of Man
Our Client seeks a Tax and Trust Specialist to join their team.
Key Responsibilities:
  • Providing support to Staff, Sales Teams and supporters on general estate/succession planning and tax related queries
  • Undertaking research for sales / supporters to help secure new business and retain existing business
  • Delivering training courses to the appropriate areas of the Group/ 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
  • Product developments
  • Articles for the trade press
Key Skills & Experience:
  • Life Assurance Sector and or Investment Platforms
  • UK Inheritance Tax
  • The uses of Trusts
  • Report / copy writing skills
  • Relationship Management experience
  • Presentation skills
Your specialist: Debbie Amankwa
Quote job ref: 9157

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.