Technical Specialist, Tax and Estate Planning

Technical Specialist, Tax and Estate Planning

Job Posting End Date: 31/07/2026

Location:

GB

Company: CLFIS Limited

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Work as part of specialist sales technical team, to develop and deliver the technical requirements of sales strategy in order to generate continuous growth in sales. Provide technical consultancy for distribution and key advisers, case consulting to deliver large and/or complex Wealth business to Canada Life (CL). Build and maintain excellent relationships with distribution and leaders of key advisers in order to use technical and market knowledge to enhance propositions.

Design and deliver seminars/workshops/webinars. Coach sales staff to improve knowledge of all markets and solutions.

• Technical consultancy - provide technical expertise around tax and estate planning for distribution and key advisers in order to maximise the sales opportunity for the adviser and Canada Life. Be the named technical representative for one or more strategically important accounts, helping manage our relationship with that business and using technical expertise and knowledge to increase business flows.
• Consult on specific tax and estate planning cases, especially when large and/or complex scenarios to improve chance of business coming to CL.
• Write or input into educational material for advisers and using market knowledge highlight sales opportunities.
• Collate market knowledge and intelligence, including around competitors, to help shape the ongoing development of the products and surrounding material which we offer and deliver information face-to-face, via webinars, written material or by phone/email.
• Lead/input into the design of, and delivery of, tailored seminars, workshops and webinars for advisers and, where appropriate, to their professional connections, to optimise sales and achieve business goals. Speak at externally managed events to increase profile and reputation of CL.
• Work to improve knowledge of sales staff, across estate planning products, tax, trusts, legislation, competitors etc. This helps distribution maximise their opportunities, presents CL as a knowledgeable company, and ensures we are meeting compliance requirements. Includes attendance and training within monthly sales meetings, sales conferences, via one to one training, clever nelly system etc.
• Analyse new legislation, regulation and market developments, highlighting the estate planning sales opportunities which may arise. Communicate sales opportunities within distribution and to advisers through presentations, webinars, articles, working with Marketing as necessary.
• Work within distribution to develop and deliver the technical tools necessary to help distribution generate continuous growth in sales. Utilise specialist technical knowledge and market awareness to contribute ideas to sales strategy.
• Create and maintain excellent working relationships with distribution teams, key advisers, marketing, proposition, compliance and other relevant areas in order to help distribution, and continually enhance the CL offering to advisers. To work with distribution teams to develop and build business relationships with leaders of key advisers and enhance the CL value proposition and thereby increase business opportunities and achieve sales targets.
• Be distribution representative on relevant business groups, feed into product development using specialist knowledge and market awareness of competitors and adviser practices.

• Excellent communication skills
• Self-motivated, engaging, good with people, with a keen eye for detail
• Extensive autonomy due to field-based position and requirement to deal with significant travelling
• Demonstrate the ability to communicate complex technical information in a simple and understandable way
• Ability to understand, highlight and clearly articulate the sales opportunities arising from complex technical and legislative changes
• Ability to disseminate information from industry groups, Government and regulators, and identify sales opportunities arising
• Act as a specialist to encourage open and constructive relationships and help others develop skills to be effective.
• Demonstrate the ability to coach
• Ability to write clear technically accurate…