Search the 26 jobs at Titan Wealth Holdings

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 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 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 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 Financial Reporting Accountant will oversee the consolidation and compliance of financial statistics for the group and its subsidiaries, prepare statutory accounts, support junior staff, and liaise with external auditors. The role emphasizes accuracy, detail orientation, and continuous improvement in financial processes.

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 Financial Planner will provide excellent financial planning and advisory services to clients, focusing on business development, client engagement, compliance with regulations, and cross-selling services. The role includes maintaining client relationships, achieving revenue targets, delivering a positive client experience, and ensuring compliance with company processes and regulations.

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.

As a Trainee Investment Advisor, you will support Senior Investment Managers in administrative tasks related to investment management, client reporting, compliance, and maintaining company standards. Your role includes resolving client queries and ensuring adherence to regulatory requirements, while developing your professional expertise through training and qualifications.

The Paraplanner will support Financial Planners by drafting suitability reports, ensuring compliance, managing workloads, and providing client recommendations based on thorough research and analysis. The role focuses on maintaining high standards in customer experience and adherence to regulatory guidelines.

The Client Support Manager leads a client administration team, promoting a high-performance culture and ensuring operational excellence. Responsible for team management, training, and process adherence, they focus on delivering high-quality client services and continuous improvement in operations while upholding the company's values.

The Client Support Manager is responsible for leading and managing a client administration team, ensuring high service standards and adherence to operational excellence. The role includes coaching team members, fostering a supportive culture, overseeing client record management, and driving process improvements. Building relationships with various stakeholders is also key to the role.

Provide support to financial advisers in preparing for client reviews, ensuring accurate client information, validating plan details, and maintaining communication with clients and providers. Responsibilities include managing client databases, preparing reports, and ensuring compliance with company policies.

The Senior HR Advisor will support the Financial Planning division by advising on employee relations, coordinating HR activities, revising policies, and fostering a positive work culture. The role requires collaboration with management and delivering training, as well as analyzing HR data and promoting employee well-being initiatives.

The Head of Investment Management (Sales focus) at Titan Private Wealth will drive sales initiatives, implement growth strategies, manage a team of Investment Managers, and work closely with the Marketing team to meet corporate growth targets. This role requires strong sales experience in the investment management industry and proven leadership skills to foster a sales-driven culture while maintaining client satisfaction and compliance with regulations.

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.

The Senior Investment Manager will manage client investments, provide investment advice, maintain compliance standards, and develop business relationships. Responsibilities include managing investment objectives, ensuring compliance with regulations, and fostering client relationships while overseeing support staff performance.

The IT Procurement Coordinator will manage procurement processes for IT equipment and supplies, oversee staff onboarding and offboarding, and coordinate with finance for budget compliance. Responsibilities include handling purchase orders, liaising with suppliers and finance, and ensuring smooth integration for new hires.