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Financial Planning Specialist

2 months ago

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

Opportunity for Financial Advisory Experts

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 landscape. Elevate your career with us in a supportive and innovative environment.

Since our inception, we have experienced remarkable growth, expanding from a small team to a robust workforce operating in multiple international locations. Our services cater to a diverse expatriate clientele, enhancing their financial strategies.

We are currently looking for professionals 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 effectively with Independent Financial Advisors (IFAs), schemes, and clients

The successful candidate will possess at least a Level 4 Diploma in Financial Planning. A background in defined benefit pensions, experience with TVC, and a keen eye for detail are essential. We also welcome applications from trainee paraplanners who have pension experience and are motivated to achieve their Level 4 Diploma.

We provide a competitive compensation package for qualified candidates.

Remote Work: No