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For Companies At a Glance
- Tasks: Support operational administration, data input, and maintain records for audit purposes.
- Company: Titan Group offers diverse wealth services and values long-term client relationships.
- Benefits: Enjoy hybrid working, 25 days leave, private medical insurance, and a performance bonus.
- Why this job: Join a dynamic team focused on innovation and professional growth in the financial sector.
- Qualifications: Strong communication skills, attention to detail, and teamwork; financial experience is a plus.
- Other info: Embrace diversity and inclusivity in a supportive work environment.
The predicted salary is between 28800 - 43200 £ per year.
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 is a well-established independent investment management business that provides portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth is committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships.
Within the Operations team based in Harrogate, this role will support with operational administration.
Job Responsibilities
- Day to day duties will include data input, maintaining central spreadsheets, and maintaining good paperless records for audit purposes.
- Assist with the smooth running of all aspects of the Operations 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.
Job Requirements
- 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.
- Client Data or Transfer knowledge preferable but not essential.
- 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.
Operations Administrator employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Administrator
✨Tip Number 1
Familiarise yourself with the KYC and Due Diligence processes, as these are crucial for the Operations Administrator role. Consider taking online courses or reading up on best practices to demonstrate your knowledge during interviews.
✨Tip Number 2
Showcase your problem-solving skills by preparing examples of how you've tackled challenges in previous roles. This will highlight your inquisitive nature and ability to work independently or within a team.
✨Tip Number 3
Brush up on your Microsoft 365 skills, especially Excel, as maintaining central spreadsheets is part of the job. You could even create a small project to demonstrate your proficiency when you get the chance.
✨Tip Number 4
Research Titan Private Wealth and their values thoroughly. Be prepared to discuss how your personal values align with theirs, particularly around professionalism, trust, and innovation, to show you're a great cultural fit.
We think you need these skills to ace Operations Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Operations Administrator position. Tailor your application to highlight how your skills and experiences align with these specific needs.
Highlight Relevant Skills: Emphasise your strong verbal and written communication skills, attention to detail, and problem-solving abilities in your CV and cover letter. Mention any experience you have with Microsoft 360 or knowledge of KYC and Due Diligence processes.
Showcase Teamwork and Independence: Provide examples in your application that demonstrate your ability to work both independently and as part of a team. This is crucial for the Operations role where collaboration and self-motivation are key.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss why you want to work at Titan Group and how you can contribute to their commitment to exceptional client service.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your KYC and DD
Since the role requires expertise in Know Your Customer (KYC) and Due Diligence (DD) processes, make sure to brush up on these topics. Be prepared to discuss your understanding and any relevant experiences you have had with these processes during the interview.
✨Showcase Your Attention to Detail
The job involves maintaining accurate records and data input, so highlight your attention to detail. Bring examples of how you've successfully managed data or completed tasks that required precision in previous roles.
✨Demonstrate Teamwork and Independence
This position requires both teamwork and the ability to work independently. Prepare to share specific examples of how you've collaborated with others as well as instances where you've taken initiative on your own.
✨Familiarise Yourself with Company Values
Titan Group values professionalism, trust, and innovation. Research these values and think about how your personal work ethic aligns with them. Be ready to discuss how you embody these principles in your work.
