Tax / Trust Specialist

  • Job Reference: MF696
  • Date Posted: 1 July 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Life Assurance / Insurance, Trust & Company / Fiduciary
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email:
  • Telephone: 01624 698900

Job Description


Our client currently has a vacancy within their Technical Services Department for a Tax / Trust Specialist.

This is a very varied role and would suit an individual who has obtained or is working towards the CII Diploma in Financial Planning or STEP Diploma in International Trust Management (other qualifications will be considered).

Key responsibilities include:

Providing support to staff, sales teams and distributors on general estate/succession planning and tax related queries, undertaking research for sales to help secure new business and retain existing business, delivering training courses to address technical training needs, maintaining a detailed awareness of regulatory, fiscal and any other matters of a competitive nature.

The successful candidate will have knowledge of IOM life sector products / investment platforms and knowledge around the UK tax treatment of those products is an advantage.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF696.