- Writingsuitability reports using templates
- Running andchecking Transfer Value Comparators(TVC)
- Completing cashflowmodelling
- Communicating with IFAs schemes andclients to obtain missinginformation
- Writingsuitability reports
- TVCExperience
- Excellent attention to detail andtechnically minded
- Experience in cashflowmodelling
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Paraplanner - St Albans, United Kingdom - Click and Connect Online Limited
Description
Paraplanner
Ourclient is a borderless independent financial advisory consultancyunrelenting in its commitment to safeguarding its clients financialfuture. Offering a fresh approach with a dynamic energy that setsit apart from its competitors in the offshore marketplace. We haveopportunities for financial advisory professionals who are youlooking to take the next step in their career with a growingdynamic firm.
They have quicklyestablished itself as one of the fastest growing independentadvisory companies. Since inception in 2018 with a team of just 5they have grown to over 100 employees across 8 globaloffices.
They now have operations in LondonMalta Sydney Texax and UAE. From these global hubs they manage arapidly growing client base of mostly expatriateclients.
Due to their expansion they are lookingto onboard several specialist roles including defined BenefitTransfer Paraplanners & Pension Transfer Specialists. The rolewill include duties such as.
The idealcandidate will be an experienced Paraplanner or Pension TransferSpecialists with recent Defined Benefit Pension experience with aproven track record in.
The idealcandidate will have a minimum of Level 4 Diploma in FinancialPlanning or Equivalent.
A trainee paraplannerwith experience in pensions will also be considered as long asthere is a willingness and ambition to study towards the Level 4Diploma.
Attractive remuneration packageavailable.
Remote Work :
No