Technical Officer Wealth Operations

Fareham, (GBR)
£13 - £13.5 Per Hour
12 Months
Start date: ASAP
Ref: HSBCJP00050140

Apply now

Required skills

operations
tax

Other skills

excel
calculations
regulatory changes
service level agreements
payments
ims
quality service
completion

Job description Posted 02 April 2024

Technical Officer Wealth Operations

Rate: PAYE: £13.50

Location: Hybrid – Fareham – 2 day a week

Duration – 12 months

Role Summary:

HSBC are currently recruiting a Technical Officer Wealth Operations who shall be part of the Global Operations team to assist in producing HMRC trust tax returns and individual tax liabilities for trust.

Key Responsible

• Provide a high-quality service to produce HM Revenue & Customs Trust Tax Returns

• Complete calculations and payments of individual tax liabilities for Trusts

• Completion and dispatch of Income Tax certificates for all personal and trust investment portfolios

• Ensure work is completed within Trust Services Service Level Agreements

• Assist projects with key regulatory changes

• Assist in producing Management Information (MI)

Knowledge and Experience:

• Technical knowledge of wealth/trust products

• Relevant knowledge in such systems as WGHSS, GHSS HUB, IMS, Phoenix, TLM, TradeWeb, Unavista, EY First, MD3, CGiX, Browser Main Menu & HNET

• Extensive experience of data handling and analysis

• Strong attention to detail, with widespread knowledge of Excel and Visual Basic

• Anticipates potential problems and challenges, mitigating their impact and all associated risk

• Proactive approach with a proven record of strong decision making

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.

Either apply direct! Or please contact me on mohammed.wasim@tapfin.com.

Please note, in the event of a high volume of applications for this role, we will not be able to respond to each individual applicant. Unfortunately, if you have not been contacted within 7 days we will not be progressing with your application. Thank you for your understanding.