IHT & Tax Planning Advisory Lead

Legal And General Group; England; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services provider in the UK is seeking an experienced Advice Manager to lead a team specializing in Inheritance Tax and Tax Planning. This role combines technical expertise with people management, emphasizing compliance and efficiency in advice delivery. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning and a strong background in IHT and estate planning. A commitment to client outcomes and continuous professional development is essential. Competitive benefits and opportunities for flexible working are offered.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday plus public holidays

Participate in electric car scheme

Discounts on products and services

Qualifications

• Confidence using financial planning tools and CRM systems.
• Ability to work cross-functionally with compliance, product, and operations teams.
• Commercial awareness with a focus on client outcomes.

Responsibilities

• Leading a team of financial advisers to deliver compliant, high-quality advice.
• Providing technical oversight on complex IHT and tax planning cases.
• Collaborating with compliance, operations, and product teams.

Skills

Strong technical knowledge of IHT, trusts, estate planning, and personal taxation

Proven experience leading and developing financial advisers

Strong communication and stakeholder management skills

Education

Level 4 Diploma in Regulated Financial Planning (CII or equivalent)

Tools

Financial planning tools

CRM systems

Job description

A leading financial services provider in the UK is seeking an experienced Advice Manager to lead a team specializing in Inheritance Tax and Tax Planning. This role combines technical expertise with people management, emphasizing compliance and efficiency in advice delivery. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning and a strong background in IHT and estate planning. A commitment to client outcomes and continuous professional development is essential. Competitive benefits and opportunities for flexible working are offered.