Senior Paraplanner

Description, duties, responsibilities

We are actively hiring ambitious Senior Paraplanners for a variety of positions both within the UK and internationally. As well as offering a competitive package, including high base salary and attractive bonus structures, relocation packages including work permits are available, based upon experience.

WorldNet Consultants Ltd is a boutique-style recruitment company which has now been established for over 24 years and is recognised as the leading offshore specialists, placing high calibre professionals for the elite Wealth Management Brokerages globally.

Our selective client base includes the UK, Europe, Latin America, the Caribbean, the Middle East, Far East, Canada, Africa and Australasia with opportunities available in exciting, prestigious cities. (For the purpose of advertising our services this job is posted for London, UK).

Key responsibilities and activities will include:

• Attending client meetings with financial advisers when required
• Analysing client information from fact find, existing records and meeting notes
• Researching products and services to make suitable recommendations
• Writing compliant client reports with appropriate disclosures and illustrations
• Maintaining relationships with product and service providers

Personality requirements and skills

The ideal candidate will have:

• Level 4 Diploma or working towards
• Conscientious and diligent with at least 2 years’ experience
• Ability to work independently.
• Technical competence in investments, pensions, tax allowances and protection