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- Tasks: Join a team answering technical queries from Advisers and Paraplanners across the UK.
- Company: Supportive and inclusive company focused on diversity and growth.
- 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 in a relevant field with a passion for clear communication.
- Other info: Dynamic environment with opportunities for training and career advancement.
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 potential employers or colleagues. Building relationships can often lead to job opportunities that aren't even advertised!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the role, be ready to explain why you're the perfect fit. Highlight your Level 4 qualifications and your passion for delivering clear technical tax information. Make it personal and relatable!
✨Tip Number 3
Don’t shy away from asking questions during interviews! Show your interest in the company and the role by asking about their approach to training and support for advisers. This not only demonstrates your enthusiasm but also helps you gauge if it's the right fit for you.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and understand what we’re looking for. Plus, it shows you’re genuinely interested in joining our team. Let’s make this happen together!
We think you need these skills to ace IFA Technical Helpdesk Consultant
Some tips for your application 🫡
Show Your Passion: Make sure to express your enthusiasm for delivering technical tax information clearly. We want to see that you genuinely care about helping Advisers and Paraplanners understand complex topics like IHT and CGT.
Tailor Your Application: When applying, customise your CV and cover letter to highlight relevant experience and qualifications. We love seeing how your background aligns with the role of a Technical Consultant in our team.
Be Clear and Concise: In your written application, clarity is key! Use straightforward language to convey your ideas, just like you would when explaining tax concepts to clients. We appreciate a well-structured application.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
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 areas relevant to the role. Being able to explain these concepts clearly will show that you're not just qualified, but also passionate about delivering technical information.
✨Practice Clear Communication
Since you'll be answering queries from Advisers and Paraplanners, practice explaining complex tax topics in simple terms. You might even want to role-play with a friend to get comfortable with this.
✨Build Rapport
Think about how you can establish a connection with your interviewers. Show enthusiasm for building relationships and demonstrate your commercial approach by discussing how you’ve successfully collaborated in past roles.
✨Show Interest in Training
If you have any experience or interest in delivering training, make sure to highlight it. Discuss how you could contribute to training sessions and support your team in sharing knowledge effectively.
