The Role
Provide administrative support to the investment management team, including client onboarding, report compiling, cash movement, and communication with clients and third parties.
Summary Generated by Built In
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 be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this 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 who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved 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.
This role would be to work within the Investment Management team based in Harrogate. You will provide secretarial and administrative support to the investment management team in the provision of investment services to clients. You will also work with intermediaries with onboarding clients across to Titan Private Wealth.
Role Responsibilities
- Provide secretarial and administrative support to the investment management team in the provision of investments services to clients, compiling reports, onboarding clients, filing and other administrative duties.
- To speak to clients on behalf of the Investment Manager , taking instructions and booking in meetings.
- Provide support for all the investment management teams.
- Maintain client files and records including new client set up and deletion.
- Process account opening forms, liaising with compliance, operations, financial planning team and other third parties.
- To provide support with the quarterly valuation process e.g. writing letters to clients, sending valuation emails to clients and third parties.
- Provide information to third parties e.g. SIPP providers, solicitors and accountants as and when requested.
- To liaise with operations regarding cash movements e.g. fee covers, ISA subscriptions, spousal transfers etc. Filling out cash forms.
- Monitoring daily cash balances, sending cash out to clients/SIPP providers and moving funds between accounts.
- To provide management information in excel format from suitability logs.
- Helping investment managers in creating presentations in power point.
- Work with the Client Services Manager to identify opportunities for improving processes and removing the reliance on paper.
- Answer overflow calls from reception.
- Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
- Any other duties in line with the level and scope of this role.
Role Requirements
- Must have gained GCSE Grade C or above in English and Maths
- Strong verbal and written communication
- Previous experience of working in an administrative role
- Inquisitive and a problem-solver with a keen eye for detail
- Proven ability to work within a team and on your own.
- Experience with Microsoft Word, Excel and PowerPoint essential.
- Previous experience within the financial services sector is advantageous but 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
Terms
-Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And lots of flexible benefits to choose from!
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.
Top Skills
Excel
Microsoft Word
PowerPoint
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The Company
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.
