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Financial Planning Paraplanner

2 months ago

Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

Exciting Career Opportunity in Financial Advisory

Click and Connect Online Limited is a prominent independent financial advisory firm committed to ensuring the financial well-being of our clients. Our unique methodology and vibrant team distinguish us in the offshore financial services sector. We invite you to advance your career with us.

Since our inception, we have experienced significant growth, expanding from a small team to over 100 professionals across multiple global locations. Our operations cater to a diverse expatriate clientele.

We are currently looking for talented individuals with expertise in defined benefit transfers, paraplanning, and pension transfers. Key responsibilities include:

  • Drafting suitability reports
  • Performing Transfer Value Comparisons (TVC)
  • Executing cash flow modeling
  • Collaborating with Independent Financial Advisors, schemes, and clients

The ideal candidate will possess at least a Level 4 Diploma in Financial Planning. Experience in defined benefit pensions, TVC, and a keen attention to detail are essential. We also welcome applications from trainee paraplanners with relevant pension experience and a desire to achieve the Level 4 Diploma.

We provide a competitive remuneration package for successful candidates.

Remote Work: No