Financial Advisory Specialist
3 weeks ago
Financial Advisory Specialist
We are seeking a highly skilled Financial Advisory Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our advisory team, you will be responsible for providing expert advice to clients on their financial planning needs.
The ideal candidate will have recent experience in defined benefit pension transfers, with a proven track record in writing suitability reports, running and checking Transfer Value Comparators (TVC), and completing cashflow modelling.
Key responsibilities will include:
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
The successful candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.
A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.
We offer an attractive remuneration package to the right candidate.
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