Financial Advisory Professional
1 week ago
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.
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