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- Tasks: Support senior investment managers in client onboarding and investment management processes.
- Company: Titan Group, a leading independent investment management firm.
- Benefits: Competitive salary, pension scheme, hybrid working, and extensive training support.
- Why this job: Kickstart your career in wealth management with hands-on experience and professional growth.
- Qualifications: Ideal for school leavers or graduates with a passion for finance and strong communication skills.
- Other info: Flexible travel required; inclusive workplace culture promoting diversity.
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 offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. 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 by developing long‑term and trusted relationships.
Reporting into the team who manage onboarding new business to Titan Private Wealth from Financial Advisers internally within the group and externally outside of the group, the trainee will work within a team of senior investment managers to provide support in all aspects of investment management and the onboarding process.
Responsibilities
- To represent the company to clients, potential clients and introducers of clients at the standard necessary and to develop the business in accordance with strategic and financial objectives.
- To provide comprehensive administrative support to a team of investment managers.
- Participation in all aspects of client reporting, including periodic valuations, ad‑hoc transactions and performance monitoring.
- To produce client facing documentation to onboard new business to Titan Private Wealth including proposals & portfolio comparisons.
- Resolve queries from clients either by telephone or letter, with the assistance of qualified members of your team.
- To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator.
- To develop own professional expertise through on the job training, formal training and professional qualifications.
- To ensure that they familiarise themselves and abide by the company’s value statement and policy with regard to TCF (Treating Customers Fairly).
- To carry out any other duties as may reasonably be required.
Critical Skills and Experience required
If you are a school leaver or graduate who has an interest in working within the wealth management industry and has the following attributes, we are interested in hearing from you:
- A team player with a client‑focused approach.
- Good organisational skills and ability to multi‑task and meet deadlines.
- Numerate and comfortable working with IT applications and processing data.
- Excellent attention to detail.
- Self‑starter who can work on your own initiative.
- Inquisitive with a ‘can do’ attitude to learning and enjoys developing new skills.
- A people person who is a good communicator, both oral and written.
- A desire to study for professional qualifications.
- Flexibility and adaptability.
Other information
- Full UK driver’s license - required.
- Frequent travel to client locations will be required.
- Harrogate based role but flexibility to travel and stay overnight due to meetings in other locations.
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 a 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.
Trainee Investment Manager in Harrogate employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Investment Manager in Harrogate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Titan Group and its values. Understand their approach to client relationships and investment management. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a trainee investment manager, you'll need to convey complex information clearly. Try mock interviews with friends or family to build your confidence and refine your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Titan team. Good luck!
We think you need these skills to ace Trainee Investment Manager in Harrogate
Some tips for your application 🫡
Show Your Interest: Make sure to express your genuine interest in the wealth management industry. We want to see your passion for investment management and how it aligns with our values at Titan Group.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to highlight relevant skills and experiences that match the job description. We love seeing how you can contribute to our team!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that are easy to read. Make sure to proofread for any typos or errors!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive!
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Know Your Stuff
Before the interview, make sure you understand the wealth management industry and Titan Group's services. Familiarise yourself with their approach to client relationships and investment management. This will show your genuine interest and help you answer questions more confidently.
✨Showcase Your Skills
Highlight your organisational skills and ability to multi-task during the interview. Prepare examples from your past experiences where you've successfully managed multiple responsibilities or projects. This will demonstrate that you're ready for the fast-paced environment of investment management.
✨Be a People Person
Since this role involves client interaction, practice your communication skills. Be prepared to discuss how you would handle client queries and maintain strong relationships. Showing that you can communicate effectively will set you apart as a candidate who fits well with Titan's values.
✨Embrace Learning
Express your eagerness to learn and develop professionally. Mention any relevant courses or qualifications you're interested in pursuing. This aligns with Titan's commitment to employee development and shows that you're proactive about your career growth.