At a Glance
- Tasks: Support and optimise core business systems while collaborating with various teams.
- Company: Join Titan Group, a leader in wealth management services with a dynamic culture.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and professional development opportunities.
- Other info: Be part of an inclusive team that values creativity, commitment, and collaboration.
- Why this job: Make a real impact in a growing company and enhance your skills in tech and finance.
- Qualifications: Organisational skills, attention to detail, and problem-solving mindset are essential.
The predicted salary is between 30000 - 40000 € 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 who provide portfolio management and stockbroking services to private clients. With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships.
The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business.
Responsibilities
- Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity
- Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers)
- Administer and monitor system licenses, ensuring optimal allocation and compliance
- Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner
- Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign
- Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders
- Assist with system integrations and ensure data flows correctly between platforms
- Support IO migrations, including setup, validation, and issue resolution
- Assist with internal projects, including system upgrades, enhancements, and process improvements
- Maintain accurate documentation of processes, system configurations, and access controls
- Identify opportunities to improve system usage, efficiency, and user experience across all user groups
- Work collaboratively with stakeholders across the business to support operational needs
Critical Skills and Experience required
- Strong organisational skills with the ability to manage multiple systems and priorities
- High attention to detail, particularly around access control and data handling
- Strong problem-solving skills with a proactive and solutions-focused mindset
- Excellent communication skills, with the ability to support a range of users with varying technical knowledge
- Ability to work effectively within a small team while supporting the wider business
- Comfortable working with systems, data, and administrative tools
- Experience managing user access, licenses, or system administration (desirable)
- Exposure to financial services platforms or CRM/back-office systems (desirable)
Qualifications (Essential & Desirable)
- Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable
- Experience in a systems support, operations, or admin role - desirable
- Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable
Key Interfaces (Internal and External)
- Business Operations Director
- Regional Managing Directors
- Head of Central Operations
- Head of Corporate Administration
- Head of Operations Excellence
- Client Operations Director
- Compliance, Risk, Technology and Data teams
FCA requirements
Adhere to all FCA regulations including consumer duty. To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
- Creativity - we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors
- Commitment - we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
- Collaboration - we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement
Terms
- Competitive salary
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave + public holidays
- Buy and sell holidays up to 5 days
- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
- Hybrid working
- Further education and training support
- Discretionary performance related bonus
- Confidential Employee Assistance Programme
- 2 days per year for voluntary work
- And 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.
Adviser Technology Assistant - Hybrid - Bristol employer: Titan Wealth Holdings Limited
Titan Group is an exceptional employer that prioritises employee growth and collaboration within a dynamic work culture. Located in Bristol, the hybrid role of Adviser Technology Assistant offers competitive benefits, including a generous pension scheme, extensive annual leave, and support for further education, all while contributing to meaningful projects that drive the company's success. Join us to be part of a diverse team committed to innovation and excellence in the financial services sector.
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Technology Assistant - Hybrid - Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees at Titan Group on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Titan's services and recent projects. Show them you’re not just another candidate but someone who’s genuinely interested in their mission and values.
✨Tip Number 3
Practice makes perfect! Get a mate to do a mock interview with you. Focus on those tricky questions about system governance and user support, so you can answer confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Titan team!
We think you need these skills to ace Adviser Technology Assistant - Hybrid - Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Adviser Technology Assistant role. We want to see how you can contribute to our team at Titan!
Showcase Your Skills:Emphasise your organisational skills and attention to detail in your application. Mention any experience you have with system administration or user access management, as these are key for the role.
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through! We’re looking for someone who can communicate effectively with a range of users, so show us your communication style.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining the Titan team!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your Systems
Familiarise yourself with the core business systems mentioned in the job description, like IO, FE Analytics, and DocuSign. Understanding how these platforms work will not only help you answer technical questions but also show your genuine interest in the role.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled system-related issues in the past. Highlight your proactive approach to problem-solving, as this is crucial for the Adviser Technology Assistant role. Think of specific scenarios where you improved system usage or resolved user queries efficiently.
✨Communicate Clearly
Since you'll be supporting a range of users with varying technical knowledge, practice explaining complex concepts in simple terms. During the interview, demonstrate your excellent communication skills by being clear and concise in your responses.
✨Emphasise Team Collaboration
The role requires working closely with various stakeholders, so be ready to discuss your experience in teamwork. Share examples of how you've collaborated with others to achieve common goals, especially in a tech or operational context.
