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- Tasks: Join a team answering technical queries on tax for financial advisers across the UK.
- Company: IDEX Consulting is a supportive firm focused on delivering exceptional client service.
- Benefits: Enjoy 25 days holiday, remote work options, and a generous pension scheme.
- Why this job: Make an impact by simplifying complex tax information while building valuable relationships.
- Qualifications: Level 4 qualification required; training experience is a plus.
- Other info: Opportunity for hybrid working and additional holiday perks.
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:
IFA Technical Helpdesk Consultant employer: IDEX Consulting
Contact Detail:
IDEX Consulting 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 tax-related pension calculations. This knowledge will not only help you answer queries effectively but also demonstrate your expertise during interviews.
✨Tip Number 2
Build a network within the financial advisory community. Engaging with professionals on platforms like LinkedIn can provide insights into common technical queries and challenges faced by advisers, which will be beneficial for your role.
✨Tip Number 3
Consider gaining experience in delivering training or presentations. This skill is highlighted as an advantage in the job description, and showcasing your ability to communicate complex information clearly will set you apart from other candidates.
✨Tip Number 4
Research the company culture and values of the organisation you're applying to. Understanding their approach to teamwork and client relationships will help you align your responses during interviews and show that you're a good fit for their team.
We think you need these skills to ace IFA Technical Helpdesk Consultant
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the IFA Technical Helpdesk Consultant position. Highlight key areas such as tax knowledge and communication skills in your application.
Tailor Your CV: Customise your CV to reflect relevant experience and qualifications, particularly focusing on your level 4 qualification and any previous roles that involved technical consulting or tax-related queries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering clear technical information and your ability to build relationships. Mention any experience in training or mentoring, as this is an advantage for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a technical consultant.
How to prepare for a job interview at IDEX Consulting
✨Understand the Technical Landscape
Familiarise yourself with the key tax areas relevant to the role, such as IHT, CGT, and pension calculations. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the position.
✨Showcase Your Communication Skills
Since the role involves explaining complex tax information clearly, practice articulating technical concepts in simple terms. This will highlight your ability to communicate effectively with Advisers and Paraplanners.
✨Prepare for Scenario-Based Questions
Anticipate questions that may require you to solve hypothetical technical queries. Think through how you would approach these scenarios and be ready to explain your thought process during the interview.
✨Express Your Passion for Training
If you have experience or interest in delivering training, make sure to mention it. Discussing how you can contribute to the team's knowledge-sharing efforts will set you apart as a candidate who is eager to support others.
