Operations Executive

1 week ago


Fareham, Hampshire, United Kingdom HSBC Full time £14

Technical Officer Wealth Operations Rate:

  • PAYE: £13
  • Location: Hybrid – Fareham – 2 days a week

HSBC is currently seeking a Technical Officer for Wealth Operations to join the Global Operations team. The role involves assisting in the preparation of HMRC trust tax returns and individual tax liabilities for trusts, ensuring high-quality service delivery. Responsibilities include:

  • Producing HM Revenue & Customs Trust Tax Returns
  • Calculating and processing individual tax liabilities for trusts
  • Issuing Income Tax certificates for personal and trust investment portfolios
  • Meeting Trust Services Service Level Agreements
  • Adapting to key regulatory changes
  • Generating Management Information (MI)

The ideal candidate should have proficiency in systems such as WGHSS, GHSS HUB, IMS, Phoenix, TLM, TradeWeb, Unavista, EY First, MD3, CGiX, Browser Main Menu & HNET, along with experience in data analysis, Excel, and Visual Basic. Attention to detail and the ability to anticipate and address potential issues are key. If you're seeking a role that allows you to stand out and realize your full potential, consider joining HSBC.



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