IFA Helpdesk Consultant

My client is currently looking for a Level 4 qualified individual to join an IFA Technical Helpdesk as a Technical Consultant. This is a fully remote homebased role.

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 accommodat...