Canada Life and Irish Life
Technical Specialist, Tax and Estate Planning
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Posting End Date: 31/07/2026
About Canada Life UK
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 - Technical Specialist, Tax and Estate Planning
Work as part of the specialist sales technical team to develop and deliver the technical requirements of sales strategy in order to generate continuous growth in sales. Provide technical consultancy for distribution and key advisers, case consulting to deliver large and/or complex Wealth business to Canada Life (CL). Build and maintain excellent relationships with distribution and leaders of key advisers in order to use technical and market knowledge to enhance propositions. Design and deliver seminars/workshops/webinars. Coach sales staff to improve knowledge of all markets and solutions.
Duties/Responsibilities
- Technical consultancy: Provide technical expertise around tax and estate planning for distribution and key advisers in order to maximise the sales opportunity for the adviser and Canada Life. Be the named technical representative for one or more strategically important accounts, helping manage our relationship with that business and using technical expertise and knowledge to increase business flows.
- Consult on specific tax and estate planning cases: Especially when large and/or complex scenarios to improve the chance of business coming to CL.
- Write or input into educational material for advisers: Using market knowledge to highlight sales opportunities.
- Collate market knowledge and intelligence: Including around competitors, to help shape the ongoing development of the products and surrounding material which we offer and deliver information face-to-face, via webinars, written material, or by phone/email.
- Lead/input into the design of, and delivery of, tailored seminars, workshops, and webinars: For advisers and, where appropriate, to their professional connections, to optimise sales and achieve business goals. Speak at externally managed events to increase the profile and reputation of CL.
- Work to improve knowledge of sales staff: Across estate planning products, tax, trusts, legislation, competitors, etc. This helps distribution maximise their opportunities, presents CL as a knowledgeable company, and ensures we are meeting compliance requirements. Includes attendance and training within monthly sales meetings, sales conferences, via one-to-one training, clever nelly system, etc.
- Analyse new legislation, regulation, and market developments: Highlighting the estate planning sales opportunities which may arise. Communicate sales opportunities within distribution and to advisers through presentations, webinars, articles, working with Marketing as necessary.
- Work within distribution to develop and deliver the technical tools necessary: To help distribution generate continuous growth in sales. Utilise specialist technical knowledge and market awareness to contribute ideas to sales strategy.
- Create and maintain excellent working relationships: With distribution teams, key advisers, marketing, proposition, compliance, and other relevant areas to help distribution, and continually enhance the CL offering to advisers. To work with distribution teams to develop and build business relationships with leaders of key advisers and enhance the CL value proposition and thereby increase business opportunities and achieve sales targets.
- Be distribution representative on relevant business groups: Feed into product development using specialist knowledge and market awareness of competitors and adviser practices.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Knowledge, Skills, and Experience
- Excellent communication skills
- Self-motivated, engaging, good with people, with a keen eye for detail
- Extensive autonomy due to field-based position and requirement to deal with significant travelling
- 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 relationships and help others develop skills to be effective
- Demonstrate the ability to coach
- Ability to write clear technically accurate reports/articles
- Oversee articles/reports/presentations drafted by other authors
- Excellent presentation skills to design and deliver seminars/workshops for advisers and their professional connections along with representing CL at industry-wide events
- Able to demonstrate in-depth understanding of the wealth products and provide training in support of these, and the surrounding legislative and tax framework
- Lead by example to encourage a culture of service excellence and continuous improvement in processes and business results
- Lead and support projects and initiatives and identify and manage risks
- Act as ‘eyes and ears’ in the market, utilise own specialist knowledge and that of the team to influence sales strategy
- Lead and support proactive promotion of new product launches, corporate or regional events, activities, and campaigns
- A very good knowledge of Microsoft Office tools (especially PowerPoint, Excel, etc)
- Preferably suitable qualifications in tax and/or estate planning – such as TEP/ATT or equivalent
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location