Financial Advisory Specialist

4 weeks ago


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

At Click and Connect Online Limited, we are seeking a skilled Financial Advisory Specialist to join our team. The ideal candidate will have recent experience in Defined Benefit Pensions and a proven track record in writing suitability reports, TVC experience, and cashflow modelling.

The role will involve writing suitability reports using templates, running and checking Transfer Value Comparators, and communicating with IFAs, schemes, and clients to obtain missing information. The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.

A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma. We offer an attractive remuneration package and a dynamic work environment.

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

Requirements:

  • Recent experience in Defined Benefit Pensions
  • Proven track record in writing suitability reports, TVC experience, and cashflow modelling
  • Minimum of Level 4 Diploma in Financial Planning or Equivalent

What We Offer:

  • Attractive remuneration package
  • Dynamic work environment


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