Senior Paraplanner

Titan Wealth International is a leading provider of expat financial advice and wealth management, specialising in cross-border advice.
As the only international firm with dual accreditation, as a CISI Chartered Status firm and a CII International Professional Partner Partner Firm, we are committed to delivering trusted advice and the highest standards of service to achieve the best outcomes for our clients.
Whether you’re pursuing long-term financial goals or navigating complex regulations, Titan Wealth International provides clear, informed guidance tailored to your needs. With transparent fees and a commitment to lasting relationships, our mission is to empower you with effective financial solutions.

Responsibilities:

- Assist the Head of Financial Planning in evaluating the quality of financial advice provided to clients

- Provide high-quality specialist support and guidance to Financial Advisers, ensuring advice meets industry standards and regulatory requirements.

- Support the growth and development of the paraplanning function by providing training, coaching and mentoring to new and developing Paraplanners.

- Manage team workloads, allocating tasks effectively and promoting best practices to ensure the delivery of high quality outputs, as the paraplanning team expands.

- Write suitability reports, including tax-efficient investment strategies and trust planning, create suitability report templates.

- Periodically review and update suitability report templates to align with regulatory standards.

- Responsible for reviewing and completing advice suitability checks on cases.

Technical Competencies:

- Industry Knowledge: Understanding of the regulatory financial sectors of both Jersey and the UK, including sales principles challenges, and best practices.

- Financial Analysis: Ability to analyse financial data and provide insights for complex cases.
Report Writing: Proficiency in writing detailed suitability reports, including tax-efficient investment strategies and trust planning.

- CRM Software Proficiency: Familiarity with a Customer Relationship Management (CRM) software is essential. Should be comfortable navigating CRM systems to manage customer interactions, track inquiries, and maintain accurate records.

- Data Entry and Management: Proficiency in data entry tools and attention to detail are important.
Regulatory Compliance: Familiarity with relevant laws, regulations, and standards that govern our industry and the ability to ensure that the service they provide complies with these requirements.
Presentation Skills: Ability to create and improve presentation materials for client meetings.

Core Competencies:

- Experience: Proven experience in a similar role

- Professionalism: Exhibit the behaviour and abilities needed to represent the business in a professional manor.

- Accuracy: Strong attention to detail to ensure the accuracy of financial advice and reports.

- Time Management: Efficiently manage time and prioritize tasks to meet deadlines.

- Communicates Effectively: Display strong capabilities in both written and verbal communication.

- Display Integrity and Ethical Behaviour: Interact fairly, honestly, and professionally in all business dealings.

- Create Partnerships and Teamwork: Build effective business partnerships across the company and within your own area of specialty. Work cooperatively when part of a team.

- Make effective decisions: Make well-reasoned decisions and take responsibility for the outcomes.

- Embrace Change: Initiate and embrace change in the work environment.

- Pursue Learning: Embrace the company’s learning culture by actively enhancing your personal capabilities.

Qualifications and Experience:

ESSENTIAl:

• Level 4 Qualified from a Financial Industry recognized institute.
• Experience of Financial Planning in Jersey & the UK

DESIRABLE:

• Additional Professional/Industry Qualification
• Minimum degree level education (not essential)

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:
 
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
 
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
 
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
 
 
 
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.