Senior Defined Benefit Pension Transfer Specialist
3 weeks ago
At Click and Connect Online Limited, we're seeking a skilled Senior Defined Benefit Pension Transfer Specialist to join our team. With our rapid growth, this role presents an exciting opportunity for a motivated professional to make a meaningful impact.
We're looking for someone with recent experience in defined benefit pension transfers, suitability reports, and cashflow modelling. As a key member of our team, you'll work closely with experienced professionals to deliver exceptional results.
The ideal candidate will possess a Level 4 Diploma in Financial Planning or equivalent, along with excellent attention to detail and technical skills. A trainee paraplanner with a willingness to study towards the Level 4 Diploma will also be considered.
A competitive remuneration package is available for this role, including attractive benefits and opportunities for career growth. Based on industry standards, we estimate the salary for this position to be around £50,000 - £65,000 per annum, depending on experience.
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Defined Benefit Pensions Specialist
1 month ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeJob 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...
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Financial Advisory Specialist
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeWe are seeking a Financial Advisory Specialist to join our team at Click and Connect Online Limited. As a key member of our advisory consultancy, you will play a vital role in safeguarding our clients' financial future.Our company is a borderless, independent financial advisory consultancy with a dynamic energy that sets us apart from our competitors in the...
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Compliance Officer
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeJoin 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...
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Senior Pension Review Specialist
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeJoin 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...
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Compliance Officer
3 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeWealth 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...
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Pension Advice Specialist
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeAbout 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...
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Pension Case File Review Specialist
3 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeExciting Opportunity with a Leading International Wealth Management FirmWe are delighted to collaborate with an esteemed international wealth management firm, renowned for delivering unparalleled personal financial advice to expatriate clients worldwide. Our client stands as a borderless, independent financial advisory consultancy, unwavering in its...
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Pension Review Specialist, Liverpool
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Pension Expert Consultant
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Financial Services Compliance Specialist
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Financial Advice Compliance Specialist
3 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeWe 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.
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Financial Risk Analyst
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeAbout 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...
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File Review Manager, Wealth Management
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St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeA 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...
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