A global investment provider is seeking an Investment Specialist with expertise in Tax and Trusts to join their Life Assurance division. This role is instrumental in supporting account managers, delivering workshops, presentations, and training to enhance knowledge and engagement with financial advisers.
Key Responsibilities:
* Lead and execute strategy to ensure that the distribution teams have the appropriate capability, focus and activity to secure the required distribution of products
* Host technical seminars and workshops for advisers and distribution teams
* Champion investment propositions within the UK Distribution Team
* Support sales managers with expert insights on investment, tax, and trust planning
* Assist marketing and proposition teams with technical input
Requirements:
* Level 4 Financial Services qualification (CII Diploma or equivalent)
* Strong investment, tax, and trust knowledge
* Proven ability to present and train small and large groups
* Experience in a regulated sales environment (frontline sales or advisory support preferred)
* Self-motivated, collaborative, and willing to travel.
Salary: Basic salary ranges from £80,000 - £100,000 + annual bonus and car allowance.
Location: Home-based with travel across the regions up to 3 days a week. There are multiple opportunities for this role across South East, South West, Midlands, North East, and North West