Remoteville

Remote Technical Engagement Consultant Job in UK abrdn

Technical Engagement Consultant abrdn
BespokeIndividual TaxationMessagingPFSPresentationsProposition DevelopmentSocial InfluenceTax PlanningWealth Transfer
Entry-level/graduate - 
UK


Plan | Save | Invest
5835+ employees
Banking


Role


Who you are

  • 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

Desirables

  • Proposition Development
  • Presentations
  • Individual Taxation
  • PFS
  • Wealth Transfer



What the job involves

  • 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

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Company


Company mission

abrdn is a global investment company that enables clients to plan, save, and invest for the future. Their purpose is to empower clients to be better investors by providing expertise and innovation.




Company benefits

  • 40 days’ annual leave
  • 16% employer pension contribution
  • Discretionary performance based bonus
  • Private healthcare
  • Range of flexible benefits
  • Gym discounts
  • Season ticket loans
  • Employee discount portal



Company values

  • Client-focused
  • Innovative
  • Sustainable
  • Collaborative



Company HQ

Edinburgh
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