Defined Benefit Pensions Specialist
1 week ago
Click and Connect Online Limited is seeking a highly skilled Defined Benefit Pensions Specialist to work on various projects related to financial advisory services. The successful candidate will be responsible for writing suitability reports, running Transfer Value Comparators, and completing cashflow modelling tasks.
The role requires the ability to work with Defined Benefit Pensions, TVCs, and other financial tools. A minimum of Level 4 Diploma in Financial Planning is necessary, or a willingness to study towards it for trainee paraplanners with pension experience. Excellent attention to detail and technical skills are essential for this position.
Responsibilities:
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with Independent Financial Advisors (IFAs), schemes, and clients to obtain missing information
Salary Range: £40,000 - £55,000 per annum, based on experience and qualifications.
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