Pension Case File Review Specialist

Job Summary:This role primarily entails file review responsibilities within the UK division of a rapidly expanding international wealth management company. As a member of a small compliance team, you'll focus on ensuring excellent client outcomes through meticulous, accurate advice reviews.

Join Click and Connect Online Limited in a dynamic role that requires meticulous attention to detail.We are seeking an experienced pension review specialist to join our team in St Albans. This exciting opportunity presents a chance to work with a leading international wealth management firm, renowned for delivering unparalleled personal financial advice to...

Exciting Opportunity in Wealth ManagementWe are seeking an experienced Compliance Officer to join our team at Click and Connect Online Limited. As a Compliance Officer, you will play a crucial role in ensuring excellent client outcomes through meticulous advice reviews.The ideal candidate will have a strong technical acumen and communication skills, with...

A career opportunity has arisen for a File Review Manager at Click and Connect Online Limited, an international wealth management firm dedicated to providing top-notch personal financial advice to expatriate clients globally.Job Overview:In this role, you will be responsible for conducting comprehensive file reviews within the UK division of our company. As...

About UsWe are an Independent Resourcing Consultancy Ltd, a leading provider of financial advisory services. Our mission is to deliver exceptional client outcomes through rigorous advice reviews.Job OverviewThis role entails conducting comprehensive file reviews for retail investment and pension advice within our UK division. You will prioritize Defined...

Join our esteemed client, a leading international wealth management firm, in a challenging yet rewarding role as a Pension Case File Review Specialist.About the Role:This position involves conducting thorough file reviews within the UK division of our client's rapidly expanding international wealth management company. As part of a small compliance team, you...

Job SummaryWe are seeking an experienced Compliance Review Expert to join our team at Independent Resourcing Consultancy Ltd. This role involves conducting file reviews for retail investment and pension advice, with a focus on Defined Benefit Transfer cases.About the RoleYou will work closely with our compliance team to ensure that our clients receive...

Wealth Management Firm Seeks Compliance ExpertClick and Connect Online Limited is a leading international wealth management firm seeking an experienced Compliance Officer to join our team. As a Compliance Officer, you will be responsible for conducting file reviews, providing feedback to advisers, and monitoring rework cases.This is an exciting opportunity...

We are seeking an experienced individual to join our compliance team as a Pension Case File Reviewer. In this role, you will conduct comprehensive file reviews for retail investment and pension advice, prioritizing Defined Benefit Transfer advice files.

Experienced Financial Services Professional WantedWe are seeking an experienced financial services professional to join our compliance team in St Albans. As a key member of our team, you will be responsible for reviewing files and providing feedback to ensure excellent client outcomes.About the Role:This role involves conducting comprehensive file reviews...

Claimant-Based Cases SpecialistWe are looking for an experienced Legal Executive with 1-3 years' PQE to join our team as a Claimant-Based Cases Specialist.You will be responsible for handling between 50-200 claimant-based cases, providing exceptional service to clients, and developing your skills in clinical negligence law.As a Claimant-Based Cases...

About the CompanyWe are an Independent Resourcing Consultancy Ltd, dedicated to providing exceptional financial advisory services. Our mission is to deliver outstanding client outcomes through rigorous advice reviews.Job DescriptionThis role involves conducting comprehensive file reviews for retail investment and pension advice within our UK division. You...

Defined Benefit Pension Transfer RoleWe are seeking an experienced Compliance Officer to join our team at Click and Connect Online Limited. As a Compliance Officer, you will play a crucial role in ensuring excellent client outcomes through meticulous advice reviews.This is an excellent opportunity for a motivated individual looking to take their career to...

BranWell Ford Associates Limited is seeking a highly skilled Pensions Trustee Specialist to join their team. This role presents an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.Position OverviewAs a Pensions Trustee Specialist, you will play a vital role in delivering...

Succeed as a Marketing Authorization SpecialistAchieva Group Limited is hiring a dedicated Marketing Authorization Specialist to oversee post-approval changes of Marketing Authorisations and product life cycle management.Main Tasks: The selected candidate will manage post-approval filings and life cycle maintenance supplements of Marketing Authorisations,...

Job Title: Regulatory Affairs Specialist Achieva Group Limited is seeking a highly skilled Regulatory Affairs Specialist to join our team. This role will be responsible for managing post-approval changes of Marketing Authorisations and product life cycle management.About the RoleThe successful candidate will be accountable for the management of...

Property Transactions SpecialistLHH Recruitment Solutions is seeking a skilled Property Transactions Specialist to join our team. This exciting opportunity offers the chance to work with a reputable law firm in St Albans, focusing on residential property matters.The ideal candidate will have a strong background in residential property law, including...

Job Overview: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...

Pension Case File Checker - Exciting Opportunity with a Leading International Wealth Management FirmSalary: £50,000 - £60,000 per annumIn this role, you will serve as a crucial partner to the company, identifying and taking ownership of individual and systemic advice risks as they arise.

Job DescriptionWe are seeking a Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd.Company OverviewOur client is a forward-thinking, independent financial advisory consultancy dedicated to safeguarding its clients' financial futures. With a fresh approach and dynamic energy, they have established themselves...