Tax & Trusts Technical Consultant
Permanent | Salary circa £55,000
We're pleased to be recruiting for a Tax & Trusts Technical Consultant to join our team.
At SimplyBiz, we pride ourselves on delivering exceptional support and guidance to our members. In this role, you will be responsible for providing expert advice and guidance to both our members and internal staff, ensuring they are equipped with the knowledge and understanding necessary to navigate complex taxation and trust matters relevant to the areas of advice undertaken by UK financial advisors.
This is a hybrid role with some attendance to our office in Huddersfield, plus occasional travel for group presentations as required.
Key Responsibilities:
- Provide prompt, accurate and professional assistance to individual member queries via telephone and email.
- Maintain records of communication with member firms via Dynamics.
- Maintain knowledge of the UK taxation regime and the ability to relay this to members in a clear and understandable manner.
- Conduct thorough research and investigation to deliver robust solutions to member firm queries.
- Possess a comprehensive understanding of various investment products and their applications, including life assurance investment bonds, collective investments, and more.
- Offer guidance and assistance to member firms in aligning their clients' objectives with suitable financial solutions, including the strategic use of trusts in financial planning.
- Prepare informative newsletters to keep our members updated on relevant industry developments.
What We're Looking For:
- Previous experience in a technical role within the financial services industry.
- Relevant financial services qualification (e.g., Level 4 Diploma) and a strong understanding of financial products.
- Familiarity with the UK financial services industry and an awareness of SimplyBiz's services and group businesses
- Excellent customer support skills, combining exceptional service with technical expertise
- Capable of developing an in-depth understanding of an industry or sector (demonstrated through previous experience)
- Good written and verbal communication skills including a confident telephone manner
- Strong administration and organisational skills, with the ability to plan and prioritise work effectively to meet deadlines
- Quick learner with the ability to convey complex information clearly to others.
- Collaborative approach to problem-solving, including effective communication with internal departments.
- Resilient and patient approach to customer support with a proactive mindset and willingness to go above and beyond to achieve optimal results
- Strong interpersonal skills, fostering positive relationships with both internal and external stakeholders.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
- Department
- Compliance
- Locations
- Huddersfield
- Remote status
- Hybrid Remote
- Yearly salary
- £55,000
What we offer you
-
Happy to talk flexible working
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A comprehensive package of insurances bringing peace of mind for you and your loved ones 💕
4 x life assurance (with the ability to flex up or down), 3 x critical illness and 75% income protection cover
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25 days holiday per year 🏝️
Increasing by 1 day per year up to 29 days as well as the option to purchase up to an additional week
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An extra day off to celebrate your birthday 🥳
Plus an Amazon voucher to treat yourself!
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Wellbeing
Access to a wide range of wellbeing support including an employee assistance programme, mindful meditation sessions and on-site massages
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Medical cash plan
With the ability to flex up or down
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Flexible benefits pot 💰
So you can select the benefits that suit you via our flexible benefits platform including Cycle to Work 🚲
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Social events
Regular social, sports and charity events throughout the year
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Enhanced policies
Including sick pay, maternity and paternity pay and paid leave for other important things like fertility treatment
Huddersfield
An exceptionally innovative, fun and challenging workplace
We want our people to enjoy being part of the team and feel passionate about doing a great job whilst they’re here.
About SimplyBiz
We are the UK's leading provider of outsourced regulatory and business support to the retail financial service market.
As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
Tax & Trusts Technical Consultant
Permanent | Salary circa £55,000
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