Financial Planning Specialist

7 days ago

Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

{"h1": "Defined Benefit Pension Expert Wanted", "p": "We are seeking a skilled Defined Benefit Pension Expert to join our team at Independent Resourcing Consultancy Ltd. As a key member of our financial advisory team, you will be responsible for providing expert advice on defined benefit pension transfers and other financial planning services to our clients.

Key Responsibilities:

* Writing suitability reports using templates
* Running and checking Transfer Value Comparators (TVC)
* Completing cashflow modelling
* Communicating with IFAs, schemes and clients to obtain missing information

Requirements:

* Minimum of Level 4 Diploma in Financial Planning or Equivalent
* Proven track record in writing suitability reports, TVC experience, and cashflow modelling
* Excellent attention to detail and technically minded
* Experience in pensions and defined benefit pension transfers

If you are a motivated and experienced financial planning professional looking for a new challenge, please apply for this exciting opportunity.

Attractive remuneration package available.

", "h2": "About Us", "p": "Independent Resourcing Consultancy Ltd is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients\u2019 financial future. We offer a fresh approach with a dynamic energy that sets us apart from our competitors in the offshore marketplace.

We have quickly established ourselves as one of the fastest growing independent advisory companies, with operations in London, Malta, Sydney, Texas, and UAE.

Our team is dedicated to providing exceptional service to our clients, and we are committed to helping them achieve their financial goals.

", "h2": "What We Offer", "p": "We offer a competitive remuneration package, including a salary, benefits, and opportunities for professional development.

Our team is passionate about delivering exceptional service to our clients, and we are committed to helping them achieve their financial goals.

If you are a motivated and experienced financial planning professional looking for a new challenge, please apply for this exciting opportunity.

"}

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