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 our investment management arm and Titan Financial Planning our financial planning business, recently rebranded from Cardale, founded in 2003 and based in Harrogate. Titan Private Wealth and Titan Financial Planning operates as the Titan Wealth Group s North of England hub and offers:

• A dynamic and experienced management team who have re-invested into the firm post-acquisition, supported by a robust governance structure, and embedded compliance culture
• Forward looking and sustainable growth, strategically driven by high quality earnings, organic growth, selective acquisitions, and a stable cost base
• A diff erentiated operating model with all key functions handled in-house to ensure adherence to stringent financial systems and controls and maximum protection for client assets
  
  
  

The Role:

This is an entry level within the custody team based in Harrogate that will support the Custody function with operational administration.

Responsibilities

• Ensuring the administration of account set-up and onboarding process for new clients and accounts, liaising with other departments to ensure a smooth onboarding and positive client experience
• Maintain accurate client standing data through daily checks and monitoring the Operations team on a rota basis
• Ensuring a smooth transition to the transfers team following onboarding.
• Ensuring the administration of offboarding process for clients and accounts liaising with various departments to initiate the account closure process and managing this through to conclusion
• Conducting quarterly valuation reviews and preparing notification of valuations for clients.
• Assist with the smooth running of all aspects of the Contracts process, as and when required
• Being the subject matter expert on Know Your Customer (KYC) and Due diligence (DD) processes and be able to train internal, and possible external staff, on these processes
• 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.
  
  
  

Skill and Experience 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 no minimum UCAS points required
• 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.
• Experience with Microsoft 360 advantageous.
• 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.