IHT & Tax Planning Advisory Manager

Legal & General; Hove; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services company in Hove is seeking an experienced Advice Manager to lead a team in delivering high-quality financial advice. This role involves overseeing complex inheritance tax and tax planning cases, ensuring regulatory compliance, and enhancing advice delivery processes. The ideal candidate has strong leadership skills and a Level 4 Diploma in Regulated Financial Planning. The company offers a performance-related bonus, generous benefits, and flexible working options.

Benefits

Performance-related bonus

Generous pension contribution

Healthcare Plan

At least 25 days holiday

Electric car scheme

Employee discounts

Qualifications

• Strong technical knowledge of IHT, trusts, estate planning, and personal taxation.
• Proven experience leading and developing financial advisers.
• Familiarity with FCA regulations including COBS, PROD, and Consumer Duty.

Responsibilities

• Leading a team of financial advisers to deliver high-quality advice.
• Providing technical oversight on complex IHT and tax planning cases.
• Optimising advice processes and client journeys for consistency and efficiency.

Skills

Leading financial advisers

Technical knowledge of IHT and tax planning

Strong communication skills

Stakeholder management

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning tools

CRM systems

Job description

A financial services company in Hove is seeking an experienced Advice Manager to lead a team in delivering high-quality financial advice. This role involves overseeing complex inheritance tax and tax planning cases, ensuring regulatory compliance, and enhancing advice delivery processes. The ideal candidate has strong leadership skills and a Level 4 Diploma in Regulated Financial Planning. The company offers a performance-related bonus, generous benefits, and flexible working options.