Financial Risk Analyst

3 weeks ago


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

About the Company

We are an Independent Resourcing Consultancy Ltd, dedicated to providing exceptional financial advisory services. Our mission is to deliver outstanding client outcomes through rigorous advice reviews.

Job Description

This role involves conducting comprehensive file reviews for retail investment and pension advice within our UK division. You will prioritize Defined Benefit Transfer advice files and ensure excellent client outcomes through precise advice reviews.

Responsibilities and Duties

  • Conduct thorough file reviews for pension and investment advice, focusing on Defined Benefit Transfer cases.
  • Provide constructive feedback to advisers/paraplanners to enhance their performance.
  • Monitor rework and sign off on completed cases.
  • Drive client satisfaction through high-quality advice reviews.
  • Manage your diary effectively, prioritizing reviews, especially Pre-sale cases.
  • Identify common errors and contribute to root cause analysis.
  • Participate in the development of our file review framework.
  • Potential involvement in Training & Competence activities, including coaching and annual competence assessments.

Qualifications and Skills

  • Necessary qualification: Level 4 Diploma.
  • Preferred: AF7 or equivalent pension transfer qualification; candidates working towards this qualification will also be considered.
  • Background in IFA or network advantageous.
  • Strong technical knowledge and communication skills.
  • Essential experience in reviewing Defined Benefit Pension Transfer files.

Salary and Benefits

The estimated salary range for this position is £50,000 - £70,000 per annum, depending on experience. Additionally, we offer a competitive benefits package, including health insurance and retirement plan.


  • Financial Analyst

    3 weeks ago


    St Albans, Hertfordshire, United Kingdom SISK Full time

    Job OverviewSisk Construction Group is seeking a highly skilled Financial Analyst to join our Commercial Finance team. This exciting opportunity will allow you to leverage your financial expertise to drive business growth and success.Key Responsibilities:Prepare monthly overhead analysis, insights, and trends.Develop monthly expenses analysis for the...


  • St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Senior Financial AnalystAbout Us:A forward-thinking IFA business is seeking a skilled Senior Financial Analyst to join their dynamic team. Job Description:You will be working closely with the Financial Adviser and the rest of the Administration team, focusing on establishing new client relationships and assessing clients' financial...


  • St Albans, Hertfordshire, United Kingdom SISK Full time

    Financial Performance Analyst OpportunityWe are looking for a talented Financial Performance Analyst to join our Commercial Finance team at Sisk Construction Group. As a key member of the team, you will play a critical role in driving business performance and achieving financial targets.Main Duties:Analyze financial data and develop insightful reports for...


  • St Albans, Hertfordshire, United Kingdom Claims Recruitment Services Full time

    At Claims Recruitment Services, we are seeking a highly skilled Senior Financial Analyst to join our team in Hertfordshire. The estimated salary for this role is £45,000 - £55,000 per annum.The key purpose of the position is to support the Financial Controller in the timely production of monthly management accounts, quarterly forecasts, and annual budgets....


  • St Albans, Hertfordshire, United Kingdom SISK Full time

    Job Opportunity:SISK, a leading construction company, is seeking a skilled Financial Analyst to join their Commercial Finance team.This role can be located in either the Dublin Office (Citywest) or the UK office (St Albans).The ideal candidate will have qualifications or be part-qualified in finance, accounting, or a related field, preferably CIMA, ACA,...


  • St Albans, Hertfordshire, United Kingdom Supremesearchspecialists Full time

    At Supremesearchspecialists, we are seeking a highly skilled Financial Analyst to join our team of experienced professionals. The successful candidate will have a minimum of 2 years work experience in Practice, preferably with a Chartered Management Accountancy firm.The role involves preparing accounts for Sole Trader, Partnership and Ltd Company, as well as...


  • St Albans, Hertfordshire, United Kingdom JSS Search Full time

    We are looking for a Financial Policy Analyst to join our team in Hertfordshire. This role will involve being an integral member of the Group Financial Control team to ensure the business complies with all technical accounting and reporting requirements.The estimated salary for this position is £75,000 - £100,000 per annum, depending on experience.Your key...

  • Financial Data Analyst

    2 months ago


    St Albans, Hertfordshire, United Kingdom Webrecruit Full time

    Job Overview">Our client is seeking a Financial Analyst to join their team on a permanent, full-time basis.This is an exciting opportunity for a motivated and detail-oriented individual with a desire to grow their career in finance to join our client's innovative and fast-paced organisation.You'll have the chance to immerse yourself in a supportive...


  • St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Job Title: Financial Analyst ProfessionalWe are seeking an ambitious and results-driven Semi-Senior Accounts professional to join our team at Elusive Professional Solutions Ltd. As a key member of our public practice accounting department, you will be responsible for preparing statutory accounts, managing client relationships, and conducting tax planning for...


  • St Albans, Hertfordshire, United Kingdom Omniplex Learning Full time

    We are seeking a detail-oriented Finance Analyst who is passionate about driving financial excellence and eager to grow within our organisation. As part of the Omniplex Learning finance team, you will be a key player in our financial operations, working across various areas to support our business goals.About YouBe AAT qualified or have 1-2 years of industry...


  • St Albans, Hertfordshire, United Kingdom Omniplex Learning Full time

    We are looking for a highly motivated Financial Analyst to join our finance team at Omniplex Learning. As a key player in our financial operations, you will be responsible for managing day-to-day finance operations, including invoicing, bank payments, and fixed asset management.About YouBe AAT qualified or have 1-2 years of industry experience with...


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

    We are seeking a talented Senior Financial Planning Specialist to join our team in St Albans, United Kingdom. This role requires a deep understanding of financial planning and analysis, as well as strong technical skills.Estimated salary: £50,000 - £70,000 per annum.Job Description:Key Responsibilities:Develop and maintain comprehensive financial plans and...


  • St Albans, Hertfordshire, United Kingdom Abacus Consulting Full time

    About the Role: This is an exciting opportunity for a newly qualified or soon to qualify Accountant to take a key role with an expanding technology and services company.You will be responsible for supporting the Financial Controller in the financial and management accounting process, including working with the Accounts Assistant to ensure all transaction...

  • Financial Analyst

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Are you looking for a new challenge in the accounting world?About the RoleWe are seeking a talented and experienced Semi-Senior Accountant to join our team at Elusive Professional Solutions Ltd. As a key member of our public practice environment, you will have the opportunity to work directly with clients and collaborate with a skilled team.Key...


  • St Albans, Hertfordshire, United Kingdom CV Library Full time

    Job Summary:We are seeking a highly skilled Compliance Risk Specialist to join our team at NLB Solutions. As a key member of the financial services business, you will be responsible for providing compliance and risk services to ensure all relevant activities adhere to regulatory requirements.The successful candidate will report directly to the CFO and manage...


  • St Albans, Hertfordshire, United Kingdom Scott Associates Ltd. Full time

    About the RoleThis is an exciting opportunity for a Senior Financial Analyst to join our team and contribute to the ongoing management and improvement of the finance function. The successful candidate will have ownership over P&L and balance sheet lines, as well as responsibility for assisting with the monthly accounting cycle.The role involves liaising with...

  • Sports Market Analyst

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom Harrington Starr Full time

    We are looking for an experienced Sports Market Analyst to join our team in the UK, with the option to work remotely after six months.About the Company:Harrington Starr has been a leading provider of sports and financial spread betting for 25 years.Job Description:Pricing and trading cricket matches to deliver exceptional client experiences.Providing expert...


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

    As a seasoned Financial Portfolio Manager, you will be responsible for providing expert financial advice to clients in the UK. This exciting opportunity at Independent Resourcing Consultancy Ltd is ideal for a skilled and motivated individual who wants to grow their career in the financial services industry.Job Description:Conduct comprehensive financial...


  • St Albans, Hertfordshire, United Kingdom Spreadex Limited Full time

    About SpreadexSpreadex Limited has been operating for 25 years as a leading provider of sports and financial spread betting services. The company expanded to offer fixed odds betting in 2010, casino betting in 2011, and CFD trading in 2017. With its unique offerings, Spreadex is the only global operator to provide all these services under one brand.


  • St Albans, Hertfordshire, United Kingdom Spreadex Limited Full time

    Job DescriptionAs a Financial Trading Industrial Placement student, you will be part of the Financial Trading Team at Spreadex Limited. Your primary responsibility will be to assist in the quantification of risk book exposures, produce reports on trading performance, and perform critical administration tasks.