Financial Services Professional

3 weeks ago


Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

At Click and Connect Online Limited, we are dedicated to safeguarding our clients' financial futures. Our firm takes a fresh approach to the offshore marketplace, offering a dynamic energy that sets us apart from competitors.

We are currently looking for experienced professionals to join our team as Defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will involve duties such as:

  • Writing suitability reports using established templates
  • Conducting and verifying Transfer Value Comparators (TVC) results
  • Completing complex cashflow modelling tasks
  • Communicating with Independent Financial Advisors (IFAs), pension schemes, and clients to obtain necessary information

The ideal candidate will have recent experience in Defined Benefit Pensions and a proven track record in:

  • Crafting comprehensive suitability reports
  • TVC experience and expertise
  • Exceptional attention to detail and technical proficiency
  • Proficiency in cashflow modelling

Candidates should possess a minimum of Level 4 Diploma in Financial Planning or equivalent qualification. A trainee paraplanner with pensions experience may also be considered, provided they demonstrate a willingness and ambition to study towards the Level 4 Diploma.



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