IFA Technical Helpdesk Consultant

IDEX Consulting; Leeds; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading consulting firm in Leeds is looking for a qualified Technical Consultant to join their IFA technical helpdesk. This role involves answering technical tax queries and delivering clear tax information to advisers and paraplanners across the UK. The ideal candidate will have a Level 4 qualification and will be passionate about communication and relationship building. The position offers a competitive salary, a supportive work environment, and various perks including 25 days holiday and flexible working options.

Benefits

Competitive salary

25 days holiday plus bank holidays

1 additional holiday for birthday

5% employer matched pension contribution

Death in service benefit

Income protection insurance

Access to employee benefits platform

Cycle to work scheme

Free parking

Remote or hybrid working options

Qualifications

• Qualified individual with Level 4 credential.
• Experience in technical tax areas for client advisory.
• Passionate about delivering clear technical tax information.

Responsibilities

• Answer technical tax queries via phone and email.
• Deliver clear and comprehensible tax information.
• Contribute to training if interested or experienced.

Skills

Technical tax knowledge

Clear communication

Relationship building

Training experience

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.

Responsibilities

• Answer telephone and email queries from Advisers and Paraplanners across the UK on technical tax areas (IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations).
• Deliver technical tax information in a clear and comprehensible manner and build relationships with clients with a commercial approach.
• Possibly contribute to training delivery if interested in and/or experienced in providing training.

Qualifications

• Level 4 qualified.
• Passionate about delivering technical tax 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 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]

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