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For Companies At a Glance
- Tasks: Join a team answering technical queries from Advisers and Paraplanners across the UK.
- Company: Supportive and inclusive company focused on diversity and equity.
- Benefits: Competitive salary, 25+ days holiday, remote work options, and employee benefits.
- Why this job: Make a real impact by delivering clear tax information and building relationships.
- Qualifications: Level 4 qualified with strong communication skills and a passion for tax.
- Other info: Dynamic environment with opportunities for training and career growth.
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
Network like a pro! Reach out to your connections in the finance and tax sectors. Attend industry events or webinars where you can meet advisers and paraplanners. Building relationships now can lead to job opportunities later.
✨Tip Number 2
Practice makes perfect! Get comfortable explaining complex tax concepts in simple terms. You might even want to role-play with a friend or family member. The clearer you are, the more impressive you'll be during interviews.
✨Tip Number 3
Show off your passion! When you get the chance to chat with potential employers, let your enthusiasm for delivering technical tax information shine through. Share examples of how you've helped others understand tricky topics.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace IFA Technical Helpdesk Consultant
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!
Showcase Your Communication Skills: Since you'll be explaining complex tax concepts, it's crucial to demonstrate your ability to communicate clearly. Use straightforward language in your application and provide examples of how you've successfully conveyed technical information in the past.
Express Your Passion for Training: If you have experience or interest in delivering training, make sure to mention it! We value candidates who are keen on sharing knowledge and helping others grow. This could set you apart from other applicants.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 topics. Being able to explain these concepts clearly will show that you're not just qualified, but also passionate about the subject.
✨Practice Clear Communication
Since you'll be explaining complex tax information to advisers and paraplanners, practice articulating your thoughts in a straightforward manner. Consider doing mock interviews with friends or family to refine your delivery.
✨Build Rapport
During the interview, focus on demonstrating your ability to build relationships. Share examples of how you've successfully collaborated with others in the past, as this role is all about connecting with advisers.
✨Show Interest in Training
If you have any experience or interest in delivering training, make sure to highlight it. This could set you apart from other candidates and show that you're keen to contribute to the team's development.
