abrdn

Technical Engagement Consultant

Skills

BespokeIndividual TaxationMessagingPFSPresentationsProposition DevelopmentSocial Influence

Role

What the job involves

The main requirements, responsibilities and hiring steps.

Qualified to at least CII/PFS Diploma level or have another equivalent professional qualification such as ATT or STEP or an appropriate degree/specialist knowledge
Experience in delivering compelling retirement and tax planning bespoke consultancy both F2F and virtually to a range of different audiences
Ability to simplify complex legislation focusing on what it means for a variety of audiences but primarily financial advisers and their clients
Detailed knowledge in personal tax pensions retirement trusts and wealth transfer legislation
Excellent communication presentation writing skills with the ability to communicate complex messages simply across a range of media and in a variety of environments and audiences
Market and industry knowledge of the markets competitors products services trends and impacting forces and factors that make up the industries which abrdn operates in
Influencing skills ability to influence key stakeholders to achieve results
Ability to prioritise effectively and self-manage multiple complex tasks
Strong work ethic enjoys working at pace self-motivated and is accountable for actions
Strong team player who is able to work collaboratively as well as independently

Support the delivery of the Adviser ambition through the technical engagement of key advisers and stakeholders across the UK
Provide expert holistic seminars and bespoke consultancy in the field of personal taxation pensions retirement planning trusts and wealth transfer to our adviser clients
Design and deliver F2F and virtual bespoke training and consultancy to financial advisers on a wide range of tax planning topics including personal taxation retirement planning trusts and wealth transfer