Technical Engagement Consultant – Tax & Pensions

Job Description

At abrdn,

our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

About the Department:

The Adviser business provides support, expertise and technology for financial advisers in the UK to bring value for their businesses and their clients. The ambition of the Adviser business is to be the easiest partner that advisers will do business with, and our purpose is to help advisory businesses thrive, so they can help their clients prosper. We will achieve our ambition by focusing on three things: helping advisers do business their way, making it easy and putting our strength to work for them. Our Technical Consulting team support this ambition by providing expert consultancy to our key adviser firms helping them to provide great outcomes to their client’s complex tax and retirement planning needs.

About the role:

An opportunity has arisen for a suitably qualified individual to join our Technical Consulting team. As a specialist technical engagement consultant, you will support the delivery of the Adviser ambition through the technical engagement of key advisers and stakeholders across the UK. You will provide expert holistic seminars and bespoke consultancy in the field of personal taxation, pensions, retirement planning, trusts and wealth transfer to our adviser clients.

Reporting to our Head of Technical, the role holder will 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. 

Responsibilities:

• Communicate information, across a range of media, at a level appropriate to the needs of financial advisers by translating complex tax, trust, retirement and estate planning information into what it means for them and their clients.
• Maintain and apply an in-depth knowledge of tax, pensions, trusts and wealth transfer legislation.
• Empower advisers with knowledge and insight to help our distribution business build trusted and valued relationships that will support the delivery of our growth strategies.
• Design, create and deliver training content to support key messages in these areas.
• Support business proposition development and campaign activity by providing consultancy, including the generation of ideas and thought leadership aligned to our trading priorities.
• Maintain a demanding working lifestyle involving frequent travel and overnight stays throughout the UK.

Candidate requirements:

• To be 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.
• Comment on and discuss changes and competently debate issues on the phone or in front of large and small audience to a wide range of delegates with a wide range of knowledge and ability.
• Market and industry knowledge – 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.

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our benefits

There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.

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