IFA Technical Helpdesk Consultant

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

Job summary

A leading consultancy in Nottingham is seeking a Technical Consultant to join their IFA technical helpdesk. The role involves answering queries about various tax areas faced by clients and delivering clear technical tax information. Ideal candidates will possess a Level 4 qualification and have strong communication and relationship-building skills. The role offers a competitive salary, generous holiday, and opportunities for hybrid work arrangements.

Benefits

Friendly and supportive working environment

25 days holiday (plus bank holidays)

Remote or hybrid working options

Cycle to work scheme

Free parking

Qualifications

• Passionate about delivering technical tax information clearly.
• Enjoy building relationships and have a commercial approach.
• Interest or experience in delivering training is an advantage.

Responsibilities

• Answer telephone and email queries from Advisers and Paraplanners.
• Cover tax areas related to IHT, CGT, corporate investments, etc.
• Focus on the impact of taxes on investment products.

Skills

Technical tax knowledge

Clear communication

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]

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