Supporting Technical Specialist

5 months ago

Potters Bar, United Kingdom Canada Life Full time

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

**Job Purpose**:

- To provide technical support and assistance to other team members in the implementation of wealth distribution, technical projects and activities that support key professional advisers and the sales teams resulting in a growing share of advisers’ business
- To assist in the provision of accurate and current tax and trust/pensions technical support to wealth distribution channels as required, in order to maintain the reputation of CL within the marketplace, support the CL customer proposition and ensure current processes are fit for purpose.

**Key Accountabilities**:

- Review marketing and other business material as being technically accurate and, where relevant, helpful to distribution, advisers and customers.
- Assist in the review and development of bespoke literature and training/process notes for the CL, CLI & CLIAI CSD team
- Work with CSD teams to ensure current processes are fit for purpose; identify redundancies in processes or areas where there is
- scope to simplify processes to enhance the customer journey
- Act as the “go to” member of the team for issues and queries from back office operations & distribution channels
- Support Wealth distribution channels and CSD Teams by responding to queries to the dedicated Technical mailbox accurately and appropriately, consulting on specific cases where required by the business.
- Demonstrate a ‘one team’ approach in delivery by offering support or solutions.
- Identify problems, makes recommendations and support the team manager with quick, well-informed decisions by focusing on solutions within their circle of influence & driving implementation.
- Participate constructively in team meetings and 1to1’s. Be prepared and provide useful updates on work position/ideas/issues and support the team manager with new ideas, initiatives and ways of working to deliver a one service function
- Participate in the ongoing training and development of CSD teams as part of existing triage process. Training and development of AM’s as required. Feedback sought on training and scores given
- Successfully deliver our business plan by assisting in the development of bespoke literature and training/process notes for the CSD teams

**Desired Knowledge / Experience / Skills**:

- Excellent communication skills
- Self-motivated, engaging, good with people, with a keen eye for detail
- Demonstrate the ability to communicate complex technical information in a simple and understandable way
- Ability to understand, highlight and clearly articulate the sales opportunities arising from complex technical and legislative changes.
- Ability to disseminate information from industry groups, Government and Regulators, and identify sales opportunities arising
- Act as a specialist to encourage open and constructive relationship and help others develop skills to be effective
- Demonstrate the ability to coach
- Ability to write clear technically accurate reports/articles Able to demonstrate in-depth understanding of the wealth products and provide training in support of these, and the surrounding legislative and tax framework**Benefits of working at Canada Life**
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

**How we work at Canada Life**
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer

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