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