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- Tasks: Join a remote team answering technical queries on tax for financial advisers.
- Company: Supportive and friendly environment focused on professional growth.
- Benefits: Competitive salary, 25+ days holiday, and great pension contributions.
- Why this job: Make a real impact by delivering clear tax information and building relationships.
- Qualifications: Level 4 qualified with a passion for technical tax and communication skills.
- Other info: Enjoy a dynamic role with opportunities for training and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
My client is currently looking for a Level 4 qualified individual to join an IFA Technical Helpdesk as a Technical Consultant. This is a fully remote homebased role.
The Technical Consultant will join a dedicated team who answer both telephone and email queries from advisers and paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection, and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus.
The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach.
An interest in and/or experience in delivering training would be an advantage.
What they offer
- A friendly, supportive and accommodating working environment
- A competitive salary
- 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days
- 1 day’s holiday for your birthday (which may be taken at a different time)
- Ability to purchase up to 5 days additional holiday per annum
- 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice
- Death in Service benefit (4 times annual salary)
- Favourable sick pay scheme and Income Protection Insurance
- Access to employee benefits platform with £200 per annum to spend
- Cycle to work scheme
For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com
IFA Helpdesk Consultant employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Helpdesk Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tax sectors. Let them know you're on the lookout for an IFA Helpdesk Consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Brush up on your technical knowledge! Make sure you're well-versed in the key areas mentioned in the job description, like IHT, CGT, and pension calculations. This will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Practice your communication skills! Since the role involves delivering complex tax information clearly, consider doing mock interviews with friends or family. This will help you articulate your thoughts better and show off your ability to build relationships.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you're serious about joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace IFA Helpdesk Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Helpdesk Consultant role. Highlight your Level 4 qualifications and any relevant experience in tax areas like IHT, CGT, and pensions. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about delivering technical tax information and how you can build relationships with advisers and paraplanners. Keep it clear and engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves answering queries via phone and email, it's crucial to demonstrate your communication skills. In your application, give examples of how you've effectively communicated complex information in the past. We appreciate clarity and comprehension!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Tax Basics
Make sure you brush up on key tax areas like IHT, CGT, and pension calculations. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Practice Clear Communication
Since you'll be explaining complex tax information to advisers and paraplanners, practice articulating your thoughts clearly. Try explaining a tax concept to a friend or family member to ensure you can simplify jargon into everyday language.
✨Show Your Passion for Training
If you have any experience in delivering training, be sure to highlight it! Share examples of how you've helped others understand technical concepts. This will demonstrate your ability to build relationships and support your team.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could be about the team dynamics, the types of queries you might handle, or how they measure success in this role. It shows you're engaged and eager to learn more about the company.
