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 is an entry level position across both the Operation and Finance teams reporting to the Operations Manager based in Harrogate, North Yorkshire.
Job Responsibilities
- To produce regular management information for the finance and Operations team on a daily, weekly, monthly, quarterly and annual basis working to tight reporting deadlines. These will include bank, suspense, internal and external client money reconciliations ensuring any reconciling items are dealt with promptly. Processing of client and office interest,
- Assisting with the annual CASS audit and regulatory data, collating samples as necessary.
- Calculating and processing client account closing fees.
- Undertaking daily transaction reporting checks.
- Monitoring of daily trade value to ensure CREST limit is not reached. .Provide commentary to the MI to enable the recipients to interpret any themes or trends that should be investigated further.
- To support the finance team in the completion of daily tasks, in line with FCA regulations
- Produce analysis of data produced by the Operations Team
- Be familiar with relevant CASS rules in general to mitigate any CASS breaches through day-to-day activities.
- 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.
- Adhere to Consumer Duty.
Job Requirements
- Must have gained GCSE Grade 4 or above in English and Maths and a Further Education qualification e.g. A-levels (or equivalent) in any subjects.
- Strong Excel, Word and Outlook skills are required.
- Strong interpersonal and communication skills required, this should include the ability to communicate well in person, on the phone and on email.
- Good time management skills and experience of working to deadlines.
- Strong verbal and written communication
- Inquisitive and a problem-solver with a keen eye for detail
- Proven ability to work within a team and on your own.
- Comfortable with change
- 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.
Top Skills
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.
