Search the 22 jobs at Titan Wealth Holdings

The Senior Investment Manager will manage clients' investments, provide investment advice, ensure compliance with regulatory standards, maintain client relationships, introduce new funds, and promote a culture of compliance within the firm.

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.

The IFA Administrator supports financial advisers by preparing for client reviews, updating client information, validating funds, producing reports, and ensuring excellent customer service. Responsibilities include liaising with clients and providers, creating client files, and complying with company procedures and policies.

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.

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.

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.

The Head of Operations will lead the Operations team, ensuring an efficient and compliant client onboarding process and management of operational activities including settlements and corporate actions. They will drive strategic delivery and optimization while embedding a culture of adherence to regulations within the organization.

The Finance & Operations Administrator will assist both the finance and operations teams in producing management information, reconciling accounts, supporting audits, calculating fees, and maintaining compliance with FCA regulations. This is an entry-level role requiring strong communication and organizational skills.

Provide support to financial advisers, ensuring accurate client information, preparing client reviews, managing communications with clients and providers, and maintaining excellent customer service.

As a Financial Planner at Titan Wealth, you will focus on building a client base through new business development and providing holistic financial planning services. Your responsibilities will include achieving revenue targets, nurturing existing client relationships, ensuring regulatory compliance, and delivering exceptional client service. You'll also engage in sales and marketing activities while maintaining knowledge of financial products and regulations.

The Operations Administrator will assist with operational administration tasks, including data input and maintaining records. They will support the smooth running of operations, be a subject matter expert on KYC and Due Diligence processes, and maintain compliance with company policies and training.

The M&A Associate will support the M&A life cycle, including preparing offer letters, managing due diligence, creating financial models, and providing updates to investors. This role requires strong teamwork and attention to detail, with opportunities for significant exposure in the M&A space.

The Senior Cloud Specialist will design, implement, and manage Azure cloud infrastructure, lead tenant-to-tenant migration projects, ensure compliance and security, and optimize system performance while coordinating multiple projects. He/She will also provide technical expertise and guidance.

The Legal Assistant will support the Group General Counsel by managing administrative tasks, preparing and filing legal documents, conducting legal research, and assisting with training materials and invoicing. Strong organizational skills and attention to detail are essential, along with effective communication abilities.

The Marketing Executive will support the Marketing Manager by developing and implementing marketing plans, creating and proofreading marketing copy, producing content for various platforms, and organizing events. The role involves liaising with internal stakeholders and external suppliers to ensure marketing objectives are met.

The Senior Investment Manager will manage client investments on a discretionary and advisory basis, ensuring alignment with clients’ risk profiles and investment objectives. Responsibilities include maintaining client relationships, ensuring compliance, representing the company, and introducing new funds under management.

The Senior Paraplanner will draft suitability reports, assist in client meetings interpretation, ensure compliance and data quality, manage workflows, and provide training support for the team. They will maintain technical knowledge and identify process improvements.

The CASS Associate will support the CASS Manager in implementing and enhancing the CASS control framework, ensuring compliance with regulatory requirements. Responsibilities include audit support, incident reporting, CASS policies preparation, risk mapping, training on CASS awareness, and management of the CASS Resolution Pack.

The Paraplanner provides research and report writing support to Financial Planners, ensuring comprehensive advice packages for clients. Responsibilities include drafting suitability reports, liaising with planners, managing case loads, ensuring compliance with FCA rules, and maintaining knowledge of industry standards.

The Senior Investment Manager will oversee client investments both on a discretionary and advisory basis, ensuring alignment with client objectives and risk profiles, while maintaining compliance and fostering client relationships. They will also be involved in introducing new funds and managing a team where applicable.