The Role
Provides administrative and secretarial support to investment managers, including client correspondence, file maintenance, account opening, valuation processes, cash movement coordination, reporting, presentations, call handling, and compliance support. The role liaises with clients, intermediaries, third parties, compliance, operations, and financial planning teams while maintaining accurate records and delivering professional service.
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.
The role
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.
Responsibilities
- Provide secretarial and administrative support to the investment management team in the provision of investments services to clients. This includes, sending letters to clients, taking calls from clients, compiling reports, filing and other administrative duties.
- Provide back-up secretarial support to all other investment management teams.
- Maintain client files and records including new client set up and deletion.
- Process account opening forms, liaising with compliance, operations and the financial planning team.
- 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.
- 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.
- Answer overflow calls from reception/reception cover.
- 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.
Essential Skills, qualities and Experience required:
- 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.
Essential Qualifications:
- Good standard of education
- Maths and English GCSE, grade 5 or above, or equivalent.
Titan expected behaviours
- Commercial Awareness
- Innovation
- Collaboration
- Team contribution
- Professionalism
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.
Some of our benefits:
Competitive salary
Private Medical Insurance post probation
Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
25 days Annual Leave (plus buy and sell up to 5 days)
Office Christmas close (3-days)
Life Assurance Health cash plan
Discretionary performance related bonus
Employee Assistance Programme
And lots of flexible benefits to choose from!
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.
Skills Required
- GCSE English and Maths at grade 5 or above, or equivalent
- Previous experience working in an administrative role
- Strong verbal and written communication skills
- Inquisitive, detail-oriented, and able to solve problems
- Ability to work independently and as part of a team
- Experience with Microsoft Word, Excel, and PowerPoint
- Previous experience in the financial services sector
- Good standard of education
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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.
