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 PurposeTo provide accurate and current tax and trust support to existing international customers as per their requirements in order to maintain and enhance the reputation of CLI & CLIAI within the market place and to support the International business proposition.
Duties/Responsibilities - To provide current, relevant advice and guidance in respect of back office and existing business queries, acting as a lead point of contact within the FM Technical team, researching and responding to queries, incorporating an awareness of technical and tax developments to ensure all issues are considered.
- Supporting ad-hoc projects and risk event work groups in existing business by sitting on project teams and providing technical expertise.
- To produce accurate Chargeable Events Certificates within time scales as agreed with the customer and assist in the annual reporting of chargeable events to HMRC where required.
- To assist in the production and review of accurate, readable technical support documentation for both internal and external use within the business.
- To assist in the design of and provision of training and support to Customer Services (CS) and other back office teams in respect of our relevant trust and product range and chargeable event processes, where required by the business.
- To ensure that personal technical knowledge is maintained at the expected high standard in order to protect the reputation of the Company within the market place.
Skills, Knowledge and Experience - Good working knowledge of technology - keeping abreast of current developments and trends in the marketplace.
- Excellent knowledge of the UK taxation system and how life assurance bonds are taxed is essential.
- Co-operates with other team members to resolve problems and achieve goals, sharing ideas, skills and knowledge.
- The ability to demonstrate building and maintaining effective relationships
- Ability to demonstrate highly effective interpersonal and communication skills.
- Ability to work well in a team but can equally work well on your own.
- To understand the needs of our customers and be a life companion.
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 a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.
"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
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