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Financial Services Support Specialist
1 week ago
Zurich 56 Company Ltd is seeking a skilled professional to work within its Financial Services Team as a Technical Services Assistant. The role involves providing support on our Life and Pensions products.
The Opportunity- This is an excellent opportunity to develop a strong understanding of the legislation and taxation rules, Zurich's pension and life proposition, the various distribution channels, and the overall landscape for pension and life products.
- You will receive on-the-job internal training and mentoring from senior technical consultants, as well as further educational support as required.
- This role is a controlled function under the CBI Fitness and Probity Standard, requiring a high level of professionalism and integrity.
Your responsibilities will include:
- Acting as a key stakeholder within Zurich to ensure compliance with regulatory and tax obligations for pension, life, and investment products.
- Identifying tax and regulatory changes within pensions and advising the business on how to communicate these changes to relevant areas and support implementation across the business.
- Providing technical support to Financial Brokers, educating them on tax and regulatory changes and providing solutions for their clients.
- Supporting Internal Business areas by educating their teams around technical issues, developing their processes to improve service, and removing barriers to accepting business.
- Creating and/or fact-checking technical content such as Zurich Tech Talks, customer-facing material, marketing material, and website content, to support our propositions and campaigns.
