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Titan Wealth Holdings
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Financial Services
The Paraplanner at Titan Wealth is responsible for drafting suitability reports, liaising with financial planners for accurate client advice, providing research and compliance support, and maintaining case records. They ensure high standards of customer experience and adhere to FCA rules while managing their own caseload efficiently.
Financial Services
The Senior Investment Manager will oversee client investments, ensuring alignment with their risk profiles and the firm's asset allocation process. Responsibilities include maintaining compliance, building client relationships, and generating investment ideas while adhering to regulatory requirements.
Financial Services
The Senior Investment Manager will manage clients' investments, provide tailored investment advice, maintain compliance standards, and foster client relationships. They will also oversee support staff and ensure adherence to regulatory requirements while developing their professional expertise.
Financial Services
As a Senior Database Administrator, you will maintain and optimize databases and design new solutions to meet business needs. You will monitor performance, troubleshoot issues, and collaborate with cross-functional teams while ensuring security and reliability of the data infrastructure.
Financial Services
The Financial Planning Assistant enhances client services by managing office administration, processing accounts, and ensuring timely responses to client inquiries. The role involves creating reports, supporting business development initiatives, and maintaining personal ongoing professional development.
Financial Services
The Senior Investment Manager is responsible for managing client investments, providing investment advice, maintaining compliance, and developing client relationships. They will also introduce new funds into the business and support staff in achieving their objectives, while ensuring adherence to regulatory standards and firm policies.
Financial Services
The IFA Administrator supports financial advisers by ensuring client and plan information is up to date, preparing documentation, and maintaining accurate records. Responsibilities include liaising with clients and providers, maintaining compliance with regulations, and delivering excellent customer service.
Financial Services
The Senior Investment Manager will manage client investments in line with their risk profiles, provide investment advice, maintain compliance, foster client relationships, and support training and development. They will ensure adherence to regulatory requirements and company policies, while actively contributing to business growth and investment ideas.
Financial Services
The Senior Investment Manager will manage client investments on both discretionary and advisory bases, ensuring alignment with clients' investment objectives and risk profiles. They will also represent the company, maintain compliance standards, encourage a culture of compliance, and manage support staff where applicable. The role requires participation in professional training and adherence to regulatory guidelines.
Financial Services
The Senior Investment Manager will manage client investments, providing advice aligned with client objectives and risk profiles, while ensuring compliance. Responsibilities include maintaining client relationships, implementing investment strategies, and adhering to regulatory standards. The role also involves managing support staff and demonstrating professional growth through training and qualifications.
Financial Services
The Head of Operations at Titan Group will oversee the Operations team, ensuring operational efficiency and compliance with regulations such as CASS rules. They will lead the strategic direction of Operations, manage daily functions like settlements and transfers, and work cross-functionally to promote a robust operational culture. Strong leadership and analytical skills are essential.
Financial Services
The Paraplanner will provide technical service to financial advisers by writing suitability reports, conducting research on asset allocations, obtaining valuations, and ensuring compliance with regulations. The role requires strong organizational skills and attention to detail to manage multiple priorities effectively while adhering to consumer duty outcomes.
Financial Services
The role involves supporting the Research & Consulting Director and team by organizing research output, managing consulting meetings, coordinating workflows, and assisting with ad hoc projects. Responsibilities include report preparation, maintaining client lists, communication with clients, and booking travel arrangements.
Financial Services
Provide support to financial advisers, ensuring accurate client information, preparing client reviews, managing communications with clients and providers, and maintaining excellent customer service.
Financial Services
The Financial Planner at Titan Wealth will develop new business by building a client base and providing comprehensive financial planning services. Key responsibilities include achieving revenue targets, maintaining client relationships, ensuring compliance with regulations, and engaging in marketing activities to generate new client inquiries.
Financial Services
The Senior Investment Manager at Titan Wealth is responsible for managing client investments, providing strategic investment advice, ensuring compliance with regulations, maintaining strong client relationships, and supporting the growth of new funds. The role demands a proactive individual with solid analytical skills and expertise in various asset classes.
Financial Services
The role involves supporting financial advisers by updating client information, preparing reports, managing communications with clients and providers, and ensuring compliance with FCA rules. The position also requires maintaining client files, processing new business applications, and collaborating with advisers to deliver excellent service.
Financial Services
The Operations Administrator will handle operational administration tasks including data input, maintaining spreadsheets, and supporting KYC and due diligence processes. This role also involves compliance training and ensuring smooth operations within the team while fostering good records for audits.
Financial Services
The Client Support role at Titan Wealth involves providing exceptional customer service within the Corporate Benefits Team, managing Group Risk and Healthcare schemes, and supporting Corporate Consultants. Duties include data collation, governance compliance, ensuring service delivery within SLAs, maintaining client files, and engaging with stakeholders.