Senior Pensions Technical Lead

Quilter; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A renowned wealth management firm in London is looking for a skilled professional to provide technical knowledge and support for financial planners and investment managers. The ideal candidate has strong analytical skills and expertise in tax planning and regulatory legislation. The role involves assisting with technical queries and developing business collateral. This position offers a comprehensive benefits package and hybrid working options.

Benefits

182 hours holiday (26 days)

Quilter Incentive Scheme

Non-contributory pension scheme

Private Medical Insurance

Life Assurance (4× salary)

Income Protection (75% of salary)

Healthcare Cash Plan (Jersey employees only)

Qualifications

• Experience relating to wealth management for High Net Worth clients.
• Ability to interpret complex tax and regulatory legislation.

Responsibilities

• Assist front office with technical queries.
• Identify opportunities and risks in financial planning.
• Develop and deliver presentations externally.

Skills

Good financial planning, tax and trust experience

Strong presentation skills

Excellent analytical skills

Understanding of pensions legislation

Education

Professional qualifications – ideally Chartered

Job description

A renowned wealth management firm in London is looking for a skilled professional to provide technical knowledge and support for financial planners and investment managers. The ideal candidate has strong analytical skills and expertise in tax planning and regulatory legislation. The role involves assisting with technical queries and developing business collateral. This position offers a comprehensive benefits package and hybrid working options.