Legacy Planning Technical Manager

at  HSBC

Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide. We provide products and services that include current accounts, credit cards, personal loans and mortgages, as well as savings, investments, insurance and wealth management. We also have specialised relationship managers who support customers with bespoke requirements, including high net worth and ultra-high-net-worth clients.
The role of Legacy Planning Technical Manager is to provide high quality support to the Wealth Manager network (and other internal customers) on complex technical Legacy Planning issues, which enables HSBC to offer broader and more complex wealth advice, safely, to its clients. WPB Wealth Managers provide face to face financial advice to HSBC’s Premier customers. Technical Consultancy is part of the Wealth Specialist Services and provides technical support for this advice, covering Legacy and Tax matters.
Our customers are primarily Wealth Managers but may also include other internal departments such as Wealth Complaints, Wealth Legal, Wealth Technical Managers and our internal suitability audit teams. The Legacy team provide support mainly on Inheritance Tax and its mitigation (including the use of insurance-based products) but also covers Trustee Advice, Wills, estate and trust administration and mental capacity issues.
As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Provide support to Wealth Managers, using your specialist capabilities to make the complicated simple.
• Enhance the technical Legacy knowledge of HSBC’s Wealth Managers, leading to improved holistic advice and even better customer outcomes.
• Protect customers by supporting right first-time advice.
• Provide support for Technical Consultancy colleagues and other Wealth Specialist teams.
• Provide support to other departments, facilitating effective business decisions and helping them to deal effectively with complex Legacy issues.

To be successful in this role you should meet the following requirements:

• Applicants must hold the STEP certificate from the Society of Trust and Estate Practitioners.
• Previous experience in trusts or legacy and estate planning is crucial.
• Strong interpersonal and communication skills are necessary, along with a high level of written English. The ability to explain complex technical information clearly to different audiences is essential.
• Strong analytical skills to solve difficult problems and deliver precise solutions.
• Good team player with ability to build trust. Must be comfortable interacting effectively with colleagues at all levels.

This role is based in Whiteley.
To support you with putting your best foot forward for our internal opportunities, you are invited to take advantage of our CV and Interview workshops, hosted by our Talent Acquisition team. To find out more and register to attend please copy and paste this link into your browser - https://performancemanager.successfactors.eu/sf/learning?destUrl=https%3a%2f%2fhsbcbank%2eplateau%2ecom%2flearning%2fuser%2fdeeplink%5fredirect%2ejsp%3flinkId%3dITEM%5fDETAILS%26componentID%3dLDXX1066V%2d000%2dENGBR%26componentTypeID%3dVILT%26revisionDate%3d1692279360000%26fromSF%3dY&company=hsbcholdin
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.
We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 850

In this role you will:

• Provide support to Wealth Managers, using your specialist capabilities to make the complicated simple.
• Enhance the technical Legacy knowledge of HSBC’s Wealth Managers, leading to improved holistic advice and even better customer outcomes.
• Protect customers by supporting right first-time advice.
• Provide support for Technical Consultancy colleagues and other Wealth Specialist teams.
• Provide support to other departments, facilitating effective business decisions and helping them to deal effectively with complex Legacy issues

To be successful in this role you should meet the following requirements:

• Applicants must hold the STEP certificate from the Society of Trust and Estate Practitioners.
• Previous experience in trusts or legacy and estate planning is crucial.
• Strong interpersonal and communication skills are necessary, along with a high level of written English. The ability to explain complex technical information clearly to different audiences is essential.
• Strong analytical skills to solve difficult problems and deliver precise solutions.
• Good team player with ability to build trust. Must be comfortable interacting effectively with colleagues at all levels