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IFA Technical Helpdesk Consultant

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IDEX Consulting Ltd

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Location:
United Kingdom , Nottingham

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
  • Cycle to work scheme
  • Free parking

Additional Information:

Job Posted:
January 07, 2026

Expiration:
April 16, 2026

Work Type:
Remote work
Job Link Share:

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