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.
* Provide clear, accurate technical tax information related to IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations.
* Support advisers in understanding the impact of taxes on investment products, particularly pensions.
* Build relationships with advisers, paraplanners and internal teams with a commercial approach.
* Assist with training delivery where applicable.
Requirements / Qualifications
* Level 4 qualified (or equivalent) in a relevant field.
* Strong passion for delivering technical tax information in a clear and comprehendible manner.
* Enjoy building relationships and adopting a commercial approach.
* 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 graeme.hyland@idexconsulting.com
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