IFA Technical Helpdesk Consultant

IDEX Consulting; City of Edinburgh; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading investment consultancy in Scotland is seeking a Technical Consultant to join their technical helpdesk. The role involves addressing tax-related queries from Advisers and Paraplanners, with a focus on IHT, CGT, and pensions. The ideal candidate is passionate about delivering clear technical information and enjoys relationship building. This role offers a supportive environment with competitive benefits including flexible working arrangements.

Benefits

Friendly working environment

Competitive salary

25 days holiday plus bank holidays

5% employer matched pension contribution

Cycle to work scheme

Free parking

Qualifications

• Level 4 qualification is required.
• Passion for delivering technical tax information clearly.
• Enjoyment in building relationships.

Responsibilities

• Join a team answering queries from Advisers and Paraplanners.
• Address technical queries in tax areas like IHT and CGT.
• Deliver information comprehensively.

Skills

Technical tax information delivery

Relationship building

Training delivery

Education

Level 4 qualification

Job description

Overview

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 07896 933622 or email [e-mail]

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.