IFA Technical Helpdesk Consultant

IDEX Consulting; Manchester; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading consultancy firm in Manchester is seeking a Technical Consultant to provide tax-related support to Advisers and Paraplanners. The role involves addressing technical queries on various tax areas and assisting in training delivery. Ideal candidates will possess a Level 4 qualification and have a passion for clear communication and relationship-building. The position offers a competitive salary and benefits including generous holiday allowances and hybrid working options.

Benefits

Competitive salary

25 days holiday plus bank holidays

Employer matched pension contribution

Death in service benefit

Cycle to work scheme

Access to employee benefits platform

Qualifications

• Passionate about delivering technical tax information clearly.
• Experience in building relationships with clients.
• Interest in delivering training.

Responsibilities

• Provide technical tax information and support to Advisers and Paraplanners via telephone and email.
• Address inquiries related to IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations.
• Collaborate with the team to deliver accurate guidance.
• Assist in training delivery as needed.

Skills

Technical tax support

Communication skills

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. An interest in and/or experience in delivering training would be an advantage.

An interested candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach.

Responsibilities

• Provide technical tax information and support to Advisers and Paraplanners via telephone and email.
• Address inquiries related to IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations.
• Collaborate with the team to deliver clear, accurate guidance and build strong working relationships with clients.
• Assist in training delivery where appropriate.

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].

Additional information

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Diversity, Equity and Inclusion

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.