My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.

Key Responsibilities

• Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.
• Record all communication with member firms.
• Research and investigate individual member firm queries to provide robust, prompt and complete answers.
• In depth knowledge of the workings and application of investment products, for example, life assurance investment bonds, collective investments, business relief schemes, protection products, including employee benefits, long-term care and pensions.

Job Requirements

• Level 4 qualified
• G60/AF3 – Pensions (desirable)
• G10/AF1 - Tax & Trusts (essential)
• Good understanding of the UK financial services industry including directly authorised and authorised firms
• Good working knowledge of financial products
• Excellent customer support skills, combining customer service with technical support

If you have previous experience of telephone/email helpdesk, file checking and good working knowledge of HMRC’s Registered Pensions Scheme Manual (RPSM), we encourage you to apply for this role. This is an excellent opportunity to work with one of the leading financial services providers in the UK.

The role will be 100% remote with a very occasional need to visit the office as and when required.