IFA Technical Helpdesk Consultant
IFA Technical Helpdesk Consultant

IFA Technical Helpdesk Consultant

Manchester Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join a team answering technical queries on tax for Advisers and Paraplanners.
  • Company: IDEX Consulting is dedicated to fostering an inclusive and supportive workplace.
  • Benefits: Enjoy 25 days holiday, remote work options, and a competitive salary with pension contributions.
  • Why this job: Make a real impact by delivering clear tax information while building valuable relationships.
  • Qualifications: Level 4 qualification and passion for technical tax information are essential.
  • Other info: Opportunity for training experience and a friendly, accommodating work environment.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.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
  • Free parking
  • Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings

For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

IFA Technical Helpdesk Consultant employer: IDEX Consulting Ltd

As an IFA Technical Helpdesk Consultant at our Manchester office, you will thrive in a friendly and supportive environment that prioritises employee well-being and professional growth. With competitive benefits including generous holiday allowances, a robust pension scheme, and opportunities for remote or hybrid working, we foster a culture of inclusivity and continuous learning, ensuring you can develop your skills while making a meaningful impact in the financial advisory sector.
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Contact Detail:

IDEX Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Technical Helpdesk Consultant

✨Tip Number 1

Familiarise yourself with the key tax areas mentioned in the job description, such as IHT, CGT, and pension calculations. This knowledge will not only help you answer queries effectively but also demonstrate your expertise during any interviews.

✨Tip Number 2

Practice your communication skills by explaining complex tax concepts in simple terms. This is crucial for the role, as you'll need to convey technical information clearly to Advisers and Paraplanners.

✨Tip Number 3

Network with professionals in the financial services sector, especially those who work in IFA roles. Building relationships can provide insights into the industry and may even lead to referrals for the position.

✨Tip Number 4

If you have experience in delivering training, prepare examples of how you've done this in the past. Highlighting your ability to educate others can set you apart from other candidates and align with the company's focus on clear communication.

We think you need these skills to ace IFA Technical Helpdesk Consultant

Level 4 Financial Qualification
Technical Knowledge of Taxation
Understanding of IHT and CGT
Knowledge of Long Term Care and Corporate Investments
Experience with Business Protection
Tax-Related Pension Calculations
Excellent Communication Skills
Ability to Simplify Complex Information
Relationship Building Skills
Commercial Awareness
Training Delivery Experience
Problem-Solving Skills
Attention to Detail
Customer Service Orientation

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of an IFA Technical Helpdesk Consultant. Familiarise yourself with the key tax areas mentioned in the job description, such as IHT, CGT, and pension calculations.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise any previous roles where you provided technical support or training, as well as your ability to communicate complex information clearly.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering technical tax information and your ability to build relationships. Mention specific examples from your past experiences that demonstrate your suitability for the role.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.

How to prepare for a job interview at IDEX Consulting Ltd

✨Know Your Tax Basics

Brush up on key tax areas such as IHT, CGT, and pension calculations. Being able to discuss these topics confidently will show your expertise and readiness for the role.

✨Practice Clear Communication

Since the role involves explaining complex tax information, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your delivery.

✨Show Your Passion for Training

If you have experience in delivering training, be sure to highlight it. Discuss how you can contribute to the team's knowledge-sharing culture, as this is a valued aspect of the position.

✨Build Rapport with Interviewers

Demonstrate your ability to build relationships by engaging with your interviewers. Ask them about their experiences and share relevant anecdotes that showcase your interpersonal skills.

IFA Technical Helpdesk Consultant
IDEX Consulting Ltd

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