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    Tax & Trusts Technical Consultant Compliance · Huddersfield · Hybrid Remote - Huddersfield, West Yorkshire, United Kingdom - Simply Biz Ltd

    Simply Biz Ltd
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    Description
    We're pleased to be recruiting for a Tax & TrustsTechnical Consultantto join our team.

    In this role, youwill be responsible for providing expert advice and guidance to both ourmembers 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 presentationsas required.

    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.

    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 withthe UK financial services industry and an awarenessof SimplyBiz's services and group businesses
    Good written and verbal communication skills including a confident telephone manner

    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. From application to interview, we place inclusion at the heart of all we do.


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