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Tax & Estate Planning Specialist for Advisers

Job in Sheffield, South Yorkshire, S5, England, UK
Listing for: Irish Life Group Services Limited
Full Time position
Listed on 2026-08-06
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist
Job Description & How to Apply Below

CLFIS Limited is seeking a Technical Specialist in Tax and Estate Planning to support distribution and advisers with expert guidance on wealth products, tax rules and regulatory changes. You will manage key accounts, deliver technical education and drive growth while maintaining compliance in a field-based, travel-heavy role.

The role requires strong communication, coaching and presentation skills, plus the ability to translate complex legislation into actionable opportunities for advisers and

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