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- Tasks: Join a team answering technical queries on tax for financial advisers across the UK.
- Company: Supportive and inclusive company focused on diversity and employee well-being.
- Benefits: Competitive salary, 25+ days holiday, remote work options, and pension contributions.
- Why this job: Make a real impact by delivering clear tax information and building valuable relationships.
- Qualifications: Level 4 qualified with a passion for technical tax and strong communication skills.
- Other info: Enjoy a friendly environment with excellent career growth and training opportunities.
The predicted salary is between 30000 - 42000 £ 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
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
Network like a pro! Reach out to your connections in the finance and tax sectors. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for those tricky interview questions! Brush up on common queries related to IHT, CGT, and other tax areas. We recommend practising your responses with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Show off your passion for delivering clear technical information! During interviews, share examples of how you've simplified complex topics in the past. This will demonstrate your ability to communicate effectively with Advisers and Paraplanners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace IFA Technical Helpdesk Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Technical 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. Use clear language in your application and provide examples of how you've effectively communicated complex information in the past.
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
Brush up on key tax concepts like IHT, CGT, and pension calculations. Being able to explain these clearly will show your technical knowledge and help you stand out.
✨Practice Clear Communication
Since the role involves delivering complex information, practice explaining technical queries in simple terms. This will demonstrate your ability to communicate effectively with Advisers and Paraplanners.
✨Show Your Passion for Training
If you have experience or interest in training, be sure to highlight it. Discuss any past experiences where you've shared knowledge, as this aligns well with the company's focus on building relationships.
✨Familiarise Yourself with the Company Culture
Research the company’s values, especially their commitment to diversity and inclusion. Showing that you resonate with their culture can make a positive impression during the interview.