Financial Advisory Professional

1 week ago


St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time
About the Role:
Click and Connect Online Limited is looking for a skilled Financial Advisory Professional to work on a range of projects related to financial planning and advisory services. The successful candidate will be responsible for writing suitability reports, running Transfer Value Comparators, and completing cashflow modelling tasks.

The role involves working with financial tools such as Transfer Value Comparators and cashflow modelling software. A minimum of Level 4 Diploma in Financial Planning is required, or a willingness to study towards it for trainee paraplanners with pension experience. The ideal candidate should have excellent attention to detail and technical skills.

Key Responsibilities:
  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC)
  • Completing cashflow modelling
  • Communicating with IFAs, schemes, and clients to obtain missing information


Salary Range: £50,000 - £65,000 per annum, dependent on experience and qualifications.

  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    We are seeking a highly skilled Financial Advisory Professional to join our team at Click and Connect Online Limited. As a specialist in defined benefit pension transfers, you will play a critical role in safeguarding our clients' financial futures.As a member of our team, you will be responsible for writing suitability reports, running and checking transfer...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About UsClick and Connect Online Limited is a pioneering financial advisory consultancy, dedicated to safeguarding our clients' financial futures. With a dynamic energy that sets us apart from competitors in the offshore marketplace, we offer a fresh approach to financial planning.Salary and BenefitsWe are offering an attractive remuneration package for this...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    We 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...


  • St Albans, Hertfordshire, United Kingdom Pro-Tax Full time

    Role OverviewWe are looking for an experienced Tax Planning and Advisory Professional to join our team at Pro-Tax.Key ResponsibilitiesThe successful candidate will be responsible for:Developing and implementing tax planning strategies to support business growth and minimize tax liabilities.Providing tax advice and guidance to business units and senior...


  • St Albans, Hertfordshire, United Kingdom Creative Tax Recruitment Full time

    A dynamic firm of advisory specialists, Creative Tax Recruitment is seeking a Tax Advisory Specialist to join their team. The estimated salary for this role is £80,000 - £100,000 per annum.Key ResponsibilitiesThe role involves advising private clients on tax matters, including compliance and advisory work. Specialist areas include residency, domicile,...


  • St Albans, Hertfordshire, United Kingdom Creative Tax Recruitment Full time

    Creative Tax Recruitment is a leading firm of advisory specialists seeking a Compliance and Advisory Expert to join their team. The estimated salary for this role is £90,000 - £110,000 per annum.Role OverviewThe role involves providing expert tax advice and guidance to private clients, including compliance and advisory work. Specialist areas include...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Company OverviewWe 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 DescriptionWe have an exciting opportunity for a skilled Financial...


  • St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time

    About Prestige IFA JobsPrestige IFA Jobs is a leading recruitment agency for the financial advisory industry, specialising in placements at top-tier independent financial advisory consultancies. We are proud to partner with reputable firms to find exceptional candidates like you.

  • Senior Accountant

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    About the RoleAs a Senior Accountant - Tax Advisory at Clark Wood, you will be responsible for implementing and managing trust planning, reviewing compliance documents, and preparing Wills. You must be CTA Qualified and have extensive experience in private client taxation.This is a fantastic opportunity to join one of St Albans' top tax advisory firms and...

  • Tax Advisory Manager

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Sarfraz Group Ltd Full time

    Job Title:Tax Advisory ManagerJob Description:Sarfraz Group Ltd is seeking a highly skilled Tax Advisory Manager to join our team. As a key member of our tax department, you will be responsible for providing expert advice to clients on all aspects of income tax, capital gains tax, and inheritance tax.Key Responsibilities:Dealing with all aspects of income...


  • St Albans, Hertfordshire, United Kingdom Outsourced Professional Administration Limited (OPAL) Full time

    Job OverviewOutsourced Professional Administration Limited (OPAL) is seeking a seasoned finance professional to lead its Finance (Co Accts and Recs) and Technical & Dealing Teams. The ideal candidate will have a strong background in financial accounting and financial planning and analysis, with at least 5 years of experience in the financial services...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Company OverviewOur client, a forward-thinking financial advisory consultancy, prides itself on delivering bespoke wealth management solutions. Established by UK-qualified financial experts, they differentiate themselves through their innovative approach in the offshore market.


  • St Albans, Hertfordshire, United Kingdom Brewer Morris Full time

    About the Role:We are looking for an exceptional Senior Tax Advisor to join our team in St Albans, working with a diverse client base of owner-managed businesses and high net worth individuals. As a key member of our tax team, you will be responsible for providing expert guidance and support to clients, ensuring they meet their tax obligations and maximize...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About Our Client:Our client, an independent and forward-thinking financial advisory consultancy, is dedicated to securing the long-term financial futures of its clients. With a team of UK-qualified financial advisers, they offer a unique blend of expertise and innovative approach that sets them apart in the offshore wealth management market.Why Choose Our...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    OverviewClick and Connect Online Limited is a dynamic financial services organization seeking an experienced Senior Financial Services Professional to join their UK-based team.Salary and BenefitsThe successful candidate can expect a competitive basic salary of £50,000, with the potential for OTE exceeding £100,000.About the RoleThis is an exciting...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Company Overview">We are a leading private wealth advisory firm dedicated to serving international investors and expatriates worldwide. Our team is renowned for delivering exceptional financial planning and investment solutions, with a strong commitment to excellence and innovation in wealth management.">Role Overview">The successful candidate will play a...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About Our FirmWe are a borderless and independent financial advisory consultancy dedicated to securing our clients' financial futures. Founded by UK-qualified financial advisers, we offer a fresh and dynamic approach that sets us apart in the offshore marketplace.Why Choose UsWe are committed to providing the key competencies for success in a Wealth...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    About Our Client">Our client, a pioneering financial advisory consultancy, has established itself as a leading player in the offshore marketplace. Founded in 2018 with a team of just 5, it has grown to over 100 employees across 8 global offices.">A New Challenge for Financial Advisory Professionals">We are seeking experienced financial advisory professionals...


  • St Albans, Hertfordshire, United Kingdom Clark Wood Full time

    Clark Wood is a reputable recruitment agency that specializes in tax professionals. We are working with a leading regional firm of chartered accountants to find an experienced Trust Manager for their office in St Albans.This role involves managing a diverse portfolio of UK resident and charitable trusts, ensuring timely completion of annual accounts and tax...

  • Financial Controller

    2 months ago


    St Albans, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in St Albans, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...