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:

Responsibilities

Answer telephone and email queries from Advisers and Paraplanners across the UK as part of the IFA technical helpdesk.Provide technical tax information on areas including IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations.Explain complex tax concepts in a clear and comprehensible manner to support advisers in their client discussions.Build and maintain relationships with advisers and paraplanners; take a commercially aware approach to guidance.Assist with or deliver training where applicable.

Qualifications and Experience

Level 4 qualified (as stated in the job description).Passion for delivering technical tax information in a clear and comprehensible manner.Ability to build relationships and work in a commercial-minded environment.Interest in and/or experience in delivering training is advantageous.

Benefits

A friendly, supportive and accommodating working environmentA competitive salary25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days1 day’s holiday for your birthday (which may be taken at a different time)Ability to purchase up to 5 days additional holiday per annum5% employer matched pension contribution, plus the option to contribute via salary sacrificeDeath in service benefit (4 times annual salary)Favourable sick pay scheme and income protection insuranceAccess to employee benefits platform with £200 per annum to spendCycle to work schemeFree parkingRemote or hybrid working depending on 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 graeme.hyland@idexconsulting.com

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