IFA Technical Helpdesk Consultant

4 days ago


Bristol, United Kingdom IDEX Consulting Full time

OverviewMy 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 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 How to apply For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Note Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Diversity, Equity and Inclusion Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr


  • Ifa

    1 week ago


    Bristol, United Kingdom Idex Full time

    A fantastic IFA opportunity has arisen due to retirement, to join a National IFA business. The successful IFA will inherit an established client bank of HNW clients with substantial FUM. This is a home-based role with occasional visits to the Bristol office. Clients are situated predominately in the South West and meetings will be a combination of virtual...

  • Ifa

    5 days ago


    Bristol, United Kingdom IDEX Consulting Ltd Full time

    A fantastic IFA opportunity has arisen due to retirement, to join a National IFA business. The successful IFA will inherit an established client bank of HNW clients with substantial FUM. This is a home-based role with occasional visits to the Bristol office. Clients are situated predominately in the South West and meetings will be a combination of virtual...

  • Helpdesk Consultant

    1 week ago


    Bristol, Bristol, United Kingdom Hargreaves Lansdown Full time

    We have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department.You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work across the business...

  • Helpdesk Consultant

    4 days ago


    Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Helpdesk Consultant - Full-time, permantant. About the Role We have new positions open for Helpdesk Consultants to join our multi channel client contact center. As a Helpdesk Consultant you will be the first friendly voice to our 1.8 million clients and responding to emails. This role is not about sales or cold calling and you will only take in-bound calls...

  • Helpdesk Consultant

    4 weeks ago


    Bristol, United Kingdom Hargreaves Lansdown Full time

    Job DescriptionWe have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department.You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work...

  • Helpdesk Consultant

    4 days ago


    Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    Helpdesk Consultant - part-time position now available. We have positions open for Helpdesk Consultants to join our contact center on a part-time basis. As a Helpdesk Consultant you will be the first friendly voice our 1.8 million clients will hear. This role is primarily based on the phones but this is not a sales or cold calling role. You will support our...

  • Helpdesk Consultant

    3 days ago


    Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full time

    We have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department. You'll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You'll receive in-house training and work across the...

  • Helpdesk Consultant

    4 days ago


    Bristol, United Kingdom Hargreaves Lansdown Full time

    Resourcing Team Leader at Hargreaves Lansdown We have a new position open for a Helpdesk Consultant to join our leading financial helpdesk, either in our Investment or Pension department. You’ll be the first point of contact for our 1.8 million clients and support them through inbound calls and written correspondence. This is not a sales role. You’ll...

  • Helpdesk Supervisor

    8 hours ago


    Bristol, United Kingdom GSA - Global Student Accommodation Full time

    Helpdesk Supervisor Join to apply for the Helpdesk Supervisor role at GSA - Global Student Accommodation Overview Yugo operates in the student accommodation industry, providing vibrant living experiences globally. This role focuses on delivering exceptional internal IT support for employees, ensuring seamless technology operations across our global teams....


  • Bristol, United Kingdom MI Search Ltd Full time

    This national IFA business is currently seeking a paraplanner in Bristol (this role will be a mix of office / home based working). In this role you will support a national team of IFA's and be responsible for working with them to produce suitability reports for a holistic range of advice. You will benefit from training, development and longer term career...