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- Tasks: Join a team answering queries on tax-related issues for advisers and paraplanners.
- Company: Supportive company focused on diversity and inclusion.
- Benefits: Competitive salary, 25+ days holiday, remote work options, and pension contributions.
- Why this job: Make a real impact by helping clients navigate complex tax concepts.
- Qualifications: Level 4 qualified with strong communication skills.
- Other info: Friendly environment with opportunities for training and career growth.
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. 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. An interest in and/or experience in delivering training would be an advantage.
Responsibilities
- Answer telephone and email queries from Advisers and Paraplanners across the UK as part of an IFA technical helpdesk.
- Provide technical tax information on areas including IHT, CGT, long-term care, corporate investments, business protection and tax-related pension calculations.
- Explain complex tax concepts in a clear and comprehensible manner and build relationships with advisers with a commercial approach.
- Support training delivery as required.
Qualifications
- Level 4 qualified or equivalent.
- Strong communication skills and the ability to convey technical information clearly.
- Interest in and/or experience in delivering training is advantageous.
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 option to contribute 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 location, ideally able to attend the office in Manchester for team meetings.
Diversity, Equity and Inclusion: 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 in Edinburgh employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Technical Helpdesk Consultant in Edinburgh
✨Tip Number 1
Get to know the company and its culture before your interview. Research their values and recent projects, so you can show how you fit in. This will help us connect with the interviewers and demonstrate that you're genuinely interested.
✨Tip Number 2
Practice answering common interview questions related to technical queries and tax concepts. We want to be able to explain complex ideas clearly, just like you would on the helpdesk. Mock interviews with friends can really help us nail this.
✨Tip Number 3
Don’t forget to prepare some questions for the interviewers! Asking about their training delivery or team dynamics shows that we’re engaged and keen to learn more about the role. Plus, it gives us a chance to see if the company is the right fit for us.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a great way to express our appreciation and reiterate our interest in the position. A little courtesy goes a long way in making a lasting impression!
We think you need these skills to ace IFA Technical Helpdesk Consultant in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the IFA Technical Helpdesk Consultant role. Highlight your Level 4 qualifications and any relevant experience in tax areas like IHT and CGT. We want to see how you can bring your unique skills to our team!
Show Off Your Communication Skills: Since you'll be answering queries from Advisers and Paraplanners, it's crucial to demonstrate your strong communication skills. Use clear and concise language in your application to show us you can explain complex concepts simply.
Express Your Interest in Training: If you've got experience or a keen interest in delivering training, make sure to mention it! This is a great way to stand out, as we value candidates who can support training delivery within our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're proactive and keen to join our friendly team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of IHT, CGT, and other tax-related areas mentioned in the job description. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities involved.
✨Practice Clear Communication
Since you'll be explaining complex tax concepts to advisers, practice breaking down these ideas into simple terms. You might even want to role-play with a friend or family member to ensure you can convey information clearly and effectively.
✨Show Your Training Interest
If you have any experience or interest in delivering training, make sure to highlight this during your interview. Share examples of how you've communicated technical information in the past, as this could set you apart from other candidates.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask questions about their team and the company culture, and share your enthusiasm for working in a supportive environment. This will demonstrate your interpersonal skills and fit for the role.
