Pension Review Specialist, Liverpool

Join Click and Connect Online Limited in a dynamic role that requires meticulous attention to detail.We are seeking an experienced pension review specialist to join our team in St Albans. This exciting opportunity presents a chance to work with a leading international wealth management firm, renowned for delivering unparalleled personal financial advice to...

Exciting Opportunity with a Leading International Wealth Management FirmWe are delighted to collaborate with an esteemed international wealth management firm, renowned for delivering unparalleled personal financial advice to expatriate clients worldwide. Our client stands as a borderless, independent financial advisory consultancy, unwavering in its...

Job Summary:This role primarily entails file review responsibilities within the UK division of a rapidly expanding international wealth management company. As a member of a small compliance team, you'll focus on ensuring excellent client outcomes through meticulous, accurate advice reviews.

About UsWe are an Independent Resourcing Consultancy Ltd, a leading provider of financial advisory services. Our mission is to deliver exceptional client outcomes through rigorous advice reviews.Job OverviewThis role entails conducting comprehensive file reviews for retail investment and pension advice within our UK division. You will prioritize Defined...

BranWell Ford Associates Limited is seeking a highly skilled Pensions Trustee Specialist to join their team. This role presents an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.Position OverviewAs a Pensions Trustee Specialist, you will play a vital role in delivering...

Job SummaryWe are seeking an experienced Compliance Review Expert to join our team at Independent Resourcing Consultancy Ltd. This role involves conducting file reviews for retail investment and pension advice, with a focus on Defined Benefit Transfer cases.About the RoleYou will work closely with our compliance team to ensure that our clients receive...

Join our esteemed client, a leading international wealth management firm, in a challenging yet rewarding role as a Pension Case File Review Specialist.About the Role:This position involves conducting thorough file reviews within the UK division of our client's rapidly expanding international wealth management company. As part of a small compliance team, you...

A career opportunity has arisen for a File Review Manager at Click and Connect Online Limited, an international wealth management firm dedicated to providing top-notch personal financial advice to expatriate clients globally.Job Overview:In this role, you will be responsible for conducting comprehensive file reviews within the UK division of our company. As...

Job Overview:Click and Connect Online Limited is seeking a highly skilled Defined Benefit Pensions Specialist to work on various projects related to financial advisory services. The successful candidate will be responsible for writing suitability reports, running Transfer Value Comparators, and completing cashflow modelling tasks.The role requires the...

Job DescriptionWe are seeking a Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd.Company OverviewOur client is a forward-thinking, independent financial advisory consultancy dedicated to safeguarding its clients' financial futures. With a fresh approach and dynamic energy, they have established themselves...

About UsAt Independent Resourcing Consultancy Ltd, we are committed to providing expert financial advisory services that prioritize our clients' financial well-being. We take pride in our unique approach, which combines cutting-edge methodologies with a deep understanding of the offshore market.Role RequirementsWe seek an experienced Paraplanner or Pension...

Our client, BranWell Ford Associates Limited, is a leading international provider of bespoke pensions services.We are seeking a skilled Trustee Executive to join their team. This is an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.Position OverviewAs a Trustee...

At Click and Connect Online Limited, we're seeking a skilled Senior Defined Benefit Pension Transfer Specialist to join our team. With our rapid growth, this role presents an exciting opportunity for a motivated professional to make a meaningful impact.We're looking for someone with recent experience in defined benefit pension transfers, suitability reports,...

Pension Transfer Specialist PositionIndependent Resourcing Consultancy Ltd is searching for a skilled Pension Transfer Specialist to enhance our financial advisory capabilities. This is an exceptional opportunity for a seasoned professional to leverage their expertise in Defined Benefit Pensions, transfer value comparators, and cash flow modeling to drive...

Wealth Management Firm Seeks Compliance ExpertClick and Connect Online Limited is a leading international wealth management firm seeking an experienced Compliance Officer to join our team. As a Compliance Officer, you will be responsible for conducting file reviews, providing feedback to advisers, and monitoring rework cases.This is an exciting opportunity...

Clark Wood, a prestigious regional firm in St Albans, is expanding its Private Client team. We are seeking an experienced Senior Tax Specialist to join this dynamic team.About the RoleThe successful candidate will be responsible for providing expert advice on inheritance tax and trusts, including IHT reviews and bespoke planning to mitigate.Key...

Job Title**International Tax Specialist**About the RoleThis is a dynamic and challenging role that offers the opportunity to develop both technical and commercial skills in international tax planning, advisory, and transfer pricing.We are seeking a highly qualified and experienced International Tax Specialist to join our team at Pro-Tax.The successful...

Financial Data SpecialistWe are looking for an experienced Financial Data Specialist to join our team at Supremesearchspecialists in St Albans. The successful candidate will be responsible for managing the day-to-day financial transactions and records of our clients.About the Job:Maintain accurate financial records using accounting software such as Xero,...

Experienced Financial Services Professional WantedWe are seeking an experienced financial services professional to join our compliance team in St Albans. As a key member of our team, you will be responsible for reviewing files and providing feedback to ensure excellent client outcomes.About the Role:This role involves conducting comprehensive file reviews...

Job OverviewMichael Page is seeking a talented Innovative Rewards Specialist to lead our company's reward and benefits strategy. This exciting opportunity offers the chance to develop and implement innovative reward initiatives, ensuring our employees receive competitive compensation packages.We are a well-established player in the FMCG industry, with over...