Jobs at Titan Wealth Holdings

Provides first- and second-line IT support across global offices, primarily through face-to-face service. Administers Microsoft 365, Entra ID, Intune, and Active Directory; supports onboarding acquired companies, manages tickets, builds devices, administers starters and leavers, maintains documentation, and contributes to IT projects. The role also involves infrastructure troubleshooting, procurement, user guidance, and occasional UK travel.

Drive operational excellence across Titan Wealth by improving processes, workflows, controls, documentation, CRM configurations, and operational systems. Lead stakeholder workshops, identify root causes and automation opportunities, standardize practices across regional teams, support integrations and transformation initiatives, and ensure new processes and training are embedded effectively within day-to-day operations.

Provides technical research, financial analysis, report writing, suitability checks, and regulatory support for complex financial planning cases across Jersey and the UK. The role supports advisers with investment, retirement, tax-efficient planning, and trust solutions; mentors paraplanners; manages workloads; maintains report templates; and promotes regulatory compliance and best practices.

Provides corporate benefits administration and client support for Group Risk and Healthcare schemes. Responsibilities include handling client queries, supporting renewals, validating membership data, liaising with insurers, preparing reports, processing accounts and invoices, managing scheme changes, monitoring payments, and maintaining accurate records. The role requires strong organisation, attention to detail, communication, stakeholder management, Excel skills, and awareness of financial services regulatory principles.

Prepare client review packs, draft suitability and recommendation reports, research financial products and providers, build cashflow models, process new business submissions, maintain accurate records, and support advisers with compliant case progression. The role suits someone with financial planning experience who is organised, accurate, communicative, and motivated to develop technical paraplanning expertise.

Supports financial advisers by maintaining client and plan data, preparing valuations and meeting packs, processing new business, coordinating with providers, and handling client and adviser enquiries. The role requires accurate recordkeeping, regulatory compliance, client file management, and timely administrative support throughout the financial advice process. It is hybrid and based in Inverurie.

Supports Financial Planners and high-net-worth clients with reviews, valuations, servicing, new business processing, provider liaison, technical administration, and accurate recordkeeping. Handles complex client and provider queries, maintains compliance standards, improves processes, and coaches colleagues. The role requires strong financial planning administration knowledge, particularly across pensions, investments, and protection, plus excellent organisation, communication, and attention to detail.

Provides administrative and client-service support to financial planners and the wider administration team. Responsibilities include sending Letters of Authority, chasing providers, booking meetings, managing diaries, handling client communications, maintaining accurate records, supporting onboarding, and completing general administrative tasks. The role is suited to school leavers, graduates, or candidates with office, customer service, or platform experience, with training and progression opportunities in financial planning administration.

Provides administrative and client support to financial advisers and private clients. Responsibilities include preparing review packs and reports, maintaining client and policy records, processing new business applications, liaising with product providers, managing enquiries, tracking outstanding documentation, and supporting FCA compliance, Treating Customers Fairly, and Consumer Duty requirements. The role emphasizes teamwork, organization, proactive service, relationship building, and continuous process improvement.

Supports financial advisers with client review preparation, plan and policy data maintenance, fund and valuation validation, costs and charges documentation, client reports, new business processing, provider liaison, and client enquiries. Maintains accurate client files, prepares submission cases, produces correspondence, and ensures compliance with regulatory procedures and service standards. The role requires at least 12 months of IFA administration experience, strong organisation, attention to detail, communication skills, and knowledge of the financial advice process.

Supports financial advisers by preparing client reviews, maintaining plan and policy data, validating valuations and income expectations, processing new business, preparing client documentation, and liaising with providers. The role also handles client and adviser enquiries, maintains files, supports compliance, and ensures timely, accurate service delivery. It requires at least 12 months of IFA administration experience, strong organisation, communication, attention to detail, and knowledge of the financial advice process.

Supports Independent Financial Advisers and Consultants by maintaining accurate client and plan data, preparing valuation reports and review materials, processing new business applications, liaising with providers, and handling client and adviser enquiries. The role requires compliance with FCA regulations, accurate administration of financial advice cases, effective file maintenance, and timely service delivery. It is a hybrid position with three office days and two home-working days.

Supports financial advisers with client review preparation, plan and provider data updates, investment and valuation reporting, client correspondence, new business processing, application submissions, and provider liaison. Maintains accurate client files and financial records, responds to client and provider enquiries, validates income, charges, funds, and plan information, and ensures compliance with regulatory and service standards. The role requires strong organisation, accuracy, communication, and at least 12 months of IFA administration experience.

Develop and maintain secure, scalable full-stack applications in Microsoft Azure using C#, .NET, React, APIs, microservices, and SQL. Contribute to DevSecOps practices, CI/CD pipelines, automated testing, cloud deployments, technical documentation, agile delivery, and architecture decisions. Use and evaluate AI tools responsibly to improve engineering productivity while maintaining accountability, quality, security, and compliance.

Supports financial advisers by preparing client review materials, maintaining plan and policy data, validating valuations, processing new business, compiling reports, managing client files, and liaising with clients and product providers. The role includes handling enquiries, preparing applications, ensuring regulatory compliance, and delivering accurate, timely client service. It requires at least 12 months of IFA administration experience and knowledge of the financial advice process.

Lead approximately 20 private client financial planners across the Norwich region. Drive revenue and new-business targets, ensure high-quality compliant advice, coach and develop staff, manage performance, support integrations and projects, and identify cross-referral opportunities across the wider wealth group.

Manage an established portfolio of approximately 200 international and expatriate clients, delivering holistic financial planning and wealth management advice across investments, pensions, retirement, and broader financial needs. Maintain long-term client relationships, conduct reviews, provide compliant recommendations, identify growth opportunities, and collaborate with associates, business development, and operations teams. The role requires US financial adviser qualifications, international wealth planning experience, and relocation to or residence in Dubai.

Manage and develop an established client bank of approximately £50 million in assets under management. Deliver holistic financial planning advice across pensions, investments, protection, tax, and retirement. Maintain client relationships, conduct reviews, identify growth opportunities, collaborate with internal teams, and ensure compliant advice and suitability documentation. The role is hybrid, based in Edinburgh, with support from paraplanning and client services teams.

HR Business Partner supporting a fast-growing wealth management organization through strategic workforce planning, acquisitions, integration, change, employee relations, engagement, performance management, talent development, and organizational design. The role advises and challenges senior leaders, manages complex HR cases, supports regulated business requirements, and develops practical people solutions in a fast-paced, commercially focused environment.

Provides senior administrative and technical support to financial advisers across client reviews, new business submissions, valuations, provider liaison, client servicing, and compliance activities. Maintains accurate client and plan data in IO, prepares reports and documentation, manages complex cases, responds to client and provider enquiries, and supports regulatory requirements including FCA consumer duty. The role also mentors junior colleagues and contributes to process improvements and service excellence.