Pension Advice Specialist

We are seeking an experienced individual to join our compliance team as a Pension Case File Reviewer. In this role, you will conduct comprehensive file reviews for retail investment and pension advice, prioritizing Defined Benefit Transfer advice files.

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...

We are recruiting a talented Residential Lending Specialist to join our award-winning team. Our commitment to delivering exceptional service has earned us an excellent reputation in the industry.As a Residential Lending Specialist, you will play a key role in building and maintaining strong relationships with clients, providing them with expert advice on...

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...

Exciting Opportunity in Wealth ManagementWe are seeking an experienced Compliance Officer to join our team at Click and Connect Online Limited. As a Compliance Officer, you will play a crucial role in ensuring excellent client outcomes through meticulous advice reviews.The ideal candidate will have a strong technical acumen and communication skills, with...

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...

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...

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 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...

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...

Join us as a Mortgage Adviser and take the first step towards a rewarding and challenging career in the financial services industry. As a Mortgage Adviser, you will be part of a successful team that provides expert advice to clients on mortgage options tailored to their needs.We offer a competitive salary package of £23,000-£25,000 per annum, plus a bonus...

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...

A dynamic firm of advisory specialists, Creative Tax Recruitment is seeking a Tax Advisory Specialist to join their team. The estimated salary for this role is £80,000 - £100,000 per annum.Key ResponsibilitiesThe role involves advising private clients on tax matters, including compliance and advisory work. Specialist areas include residency, domicile,...

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.

Key ResponsibilitiesAs a highly regarded Employment Law Specialist at G2 Legal Limited, your key responsibilities will include:Advising clients on employment law aspects, including non-contentious respondent mattersTaking over an existing caseload, advising SMEs, Multinationals, and global corporations on employment-related mattersYou will work closely with...

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...

Job OverviewWe are seeking an experienced Taxation Specialist to join our team at Mercer & Hole. This is a fantastic opportunity for a skilled professional to manage trust, probate and tax services, ensuring compliance and providing strategic advice on Wills, estate planning and inheritance tax matters.ResponsibilitiesManage trust, probate and tax services...