Tasks

• Implementing upcoming changes within the abolition of UK Resident but non-UK domiciled tax regime
• Assist in onboarding of one additional broker to manage increased volumes
• Support the full set-up of master accounts/ simplified account openings for selected life insurance carriers with UK products
• Assess potential extension of investment offering to advisory: legal and operational assessment with internal stakeholders and insurance carriers
• Support front employees and WP Advisory unit with new business wave implementation, e.g. Professional Overhead Expense for insurance brokers and carriers, managed pipeline and reporting, booking commissions, Subject Matter Expert for internal stakeholders

Profile

• 4+ years post qualification experience
• UK personal tax knowledge/experience and Life Insurance background
• Able to work individually with limited supervision