About us
The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. Titan is also an active acquirer of UK-based asset managers and other wealth-related businesses.
Titan Private Wealth is a well-established independent investment management business providing portfolio management and stockbroking services to private clients. With full in-house back office, research, and support teams, Titan Private Wealth is committed to providing an exceptional level of service to clients by developing long-term and trusted relationships. Titan Private Wealth, our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.
Within the Operations team based in Harrogate, the successful candidate will support operational administration. Knowledge of any of the following is essential: Cash processes, Corporate Actions, Client Data, and transfer of portfolios.
Job Responsibilities
* Day-to-day duties will include data input, maintaining central spreadsheets, and keeping good paperless records for audit purposes.
* Assist with the smooth running of all aspects of the Operations process as required.
* Be the subject matter expert on Know Your Customer (KYC) and Due Diligence (DD) processes, and train internal and possibly external staff on these processes.
* Maintain up-to-date knowledge of company procedures and policies and complete compliance training in a timely manner.
* Perform any other duties in line with the level and scope of this role.
Job Requirements
* Must have gained GCSE Grade 4 or above in English & Maths and a Further Education qualification e.g. A-levels (or equivalent) in any subjects.
* Must be proficient in Excel.
* Strong verbal and written communication skills.
* Inquisitive and a problem-solver with a keen eye for detail.
* Proven ability to work within a team and independently.
* Experience with Microsoft 360 is advantageous.
* Previous experience within the financial services sector is advantageous but not necessary.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Professionalism - how we treat our clients and colleagues.
Trust - embrace innovation and adapt to change.
Innovation - dare to create and don't fear failure.
Terms
Competitive salary
Hybrid working
25 days annual leave + public holidays
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
6% employer pension contribution
Further education and training support
Discretionary performance-related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
“Salary Extras” employee discounts
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.
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