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Investment Business Manager - New Business
Hybrid role HQ in North West
45k
Experience in onshore bonds?
Able to provide technical product support on the onshore bond both internally and externally to advisers?
Able to compare to other investments and product wrappers?
This role is key to supporting the distribution of onshore bond new business. The role will educate staff of partners and advisers that will lead to better informed advisers and hence better customer outcomes.
Provide technical support with onshore bond introducers/advisers.
Sharing knowledge of the taxation of the onshore bonds, and use in tax planning
- Delivering training to platform partner distribution and other staff.
- Conducting advisor webinars
- Responding to ad-hoc technical queries from internal & external advisers.
- Attending conferences and supporting partners as appropriate.
Develop and maintain a portfolio of adviser-facing technical education material for the onshore bond,
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
