Financial Advisor Opportunity

4 days ago


St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time
Company Overview
We are Independent Resourcing Consultancy Ltd, a pioneering financial advisory consultancy dedicated to safeguarding our clients' financial futures. Our innovative approach sets us apart in the offshore marketplace, offering a refreshing perspective and dynamic energy.

Job Description
We have an exciting opportunity for a skilled Financial Advisory Professional to join our growing team. The successful candidate will be responsible for writing suitability reports using established templates, running and verifying Transfer Value Comparators (TVC), completing cash flow modeling tasks, and communicating with Independent Financial Advisors (IFAs), pension schemes, and clients to obtain missing information.

Required Skills and Qualifications
The ideal candidate will possess recent Defined Benefit Pension experience and a proven track record in writing suitability reports, TVC experience, excellent attention to detail, and technical expertise. Additionally, they should have experience in cash flow modeling and hold a minimum of a Level 4 Diploma in Financial Planning or equivalent. A trainee paraplanner with relevant experience and a willingness to study towards the Level 4 Diploma will also be considered.

Estimated Salary: £35,000 - £45,000 per annum



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