Responsibilities
- Prepare annual review packs and supporting documentation for client meetings
- Draft suitability reports and associated recommendation documents using templated frameworks
- Carry out basic research on products and providers in line with adviser requirements
- Build and maintain cashflow models to support financial planning advice
- Prepare and process new business submissions, including platform instructions
- Maintain accurate records and ensure timely updates to back‑office systems
- Work closely with Advisers and colleagues to progress cases efficiently and compliantly
About you
- Hold a minimum of 2 R0 Exams
- Highly organised with a strong focus on accuracy and quality
- Demonstrates a genuine willingness to develop technical knowledge
- Proactively asks questions and seeks clarification when needed
- Communicates clearly and confidently with advisers and colleagues
- Manages time effectively and meets internal deadlines
Skills Required
- Hold a minimum of 2 R0 Exams
- Highly organised with a strong focus on accuracy and quality
- Willingness to develop technical knowledge
- Strong communication skills
- Effective time management
What We Do
Titan is a discretionary fund management / wealth and asset management business. Targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, Titan aims to bring high-quality execution and administration to the asset and wealth management sector. Titan provides execution, custody, clearing and wealth management services to small and medium sized broker dealers, proprietary traders, intermediaries, family offices and wealth managers and platform services, custody and investment solutions to financial advisors, family offices, retail clients and institutions via a network of trusted intermediaries.
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