About UsThe 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.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!

Titan Settlement and Custody (TSandC) is a subsidiary of Titan Wealth. Titan Settlement and Custody is an FCA regulated investment firm that provides:

Custody services to predominantly discretionary fund managers (DFMs) and independent financial advisors (IFAs)Clearing and settlement services mainly on an agency basis for its DFMs and IFAsTrade execution services mainly for its DFMs, IFAs and institutional clientsUtilising the same core infrastructure, Titan Settlement and Custody also serves a significant number of institutional broker-dealers and institutional investor clients

The RoleThis role is to support the Wealth Operations Team on a daily basis by assisting with the daily tasks required for the DFM and IFA client activity on the Wealth operations platform.

Job Responsibilities

Provide accurate and timely responses to client queries via HappyFox, email and telephone. Resolve issues when able and escalating when requiredMonitor and process bank account set ups, as well as ensuring payments are allocated within SLA into the platformMonitor and maintain data quality within CRM and Tercero by compiling weekly reports using excel and analysing system data, ensuring internal controls are adhered to and managed effectivelyUndertake various daily administrative duties, including static data amendments, processing FXs within the Wealth platform and updating client data.Liaising with different counterparties to facilitate in-specie transfers of assets and cashProcessing of monthly, quarterly and ad hoc fees within the platform and external systemsAssisting with reconciliations and trade support where requiredLiaising with internal departments to ensure client needs are fulfilled effectively, i.e., Risk and Compliance, Treasury, Corporate Actions and ReconciliationsCollaborate with Wealth operations teams and Client relationships Managers to conduct operational reviews to identify opportunities for process improvement.Supporting broader Wealth Operations team with ad hoc projects.Adhere to all FCA regulations including consumer duty

Requirements

1-2 Years experience in Wealth Management industry idealTeam player with customer focused approach and eye for detail.Strong verbal and written communication skillsKnowledge of inhouse systems i.e Tercero/CRM/DMS desirableIntermediate knowledge of Microsoft ExcelStrong understanding of CASS 6 and CASS 7 rule and regulations

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 salaryAttractive Employee Pension Scheme (7.5% employer and minimum 3% employee)25 days Annual Leave + public holidaysBuy and sell holidays up to 5 daysOffice Christmas close (3-days)A range of benefits which includes private medical insurance, Group life insurance, and income protection insuranceHybrid workingFurther education and training supportDiscretionary performance related bonusConfidential Employee Assistance Programme2 days per year for voluntary workAnd 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.#J-18808-Ljbffr