Financial Planning Specialist

2 weeks ago

Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time
Unlock Your Career Potential with Click and Connect Online Limited

Join our dynamic team at Click and Connect Online Limited, a forward-thinking financial advisory consultancy dedicated to safeguarding clients' financial futures. With a fresh approach and a dynamic energy, we're setting ourselves apart in the offshore marketplace.

We're seeking experienced professionals to take the next step in their careers with our growing firm. As a leading independent advisory company, we've established ourselves as one of the fastest-growing companies since our inception in 2018. With a team of over 100 employees across 8 global offices, we're expanding our operations in London, Malta, Sydney, Texas, and the UAE.

Key Responsibilities:
  • Develop suitability reports using established templates
  • Run and verify Transfer Value Comparators (TVC)
  • Complete cash flow modeling
  • Communicate with IFAs, schemes, and clients to obtain necessary information

We're looking for a skilled Paraplanner or Pension Transfer Specialist with recent Defined Benefit Pension experience and a proven track record in writing suitability reports, TVC experience, and cash flow modeling. A minimum of a Level 4 Diploma in Financial Planning or equivalent is required.

A trainee paraplanner with experience in pensions will also be considered, provided there's a willingness and ambition to study towards the Level 4 Diploma.

We offer an attractive remuneration package and a chance to work with a rapidly growing company.

Work Arrangement:

No remote work arrangement is available for this position.

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