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My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.
Job Responsibility:
Answer both telephone and email queries from Advisers and Paraplanners across the UK
Technical queries cover a range of tax areas: IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations
Focus on the impact of these taxes on investment products, especially pensions
Requirements:
Level 4 qualified individual
Passionate about delivering technical tax information in a clear and comprehensible manner
Enjoy building relationships
Commercial in approach
Nice to have:
An interest in and/or experience in delivering training
What we 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