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- Tasks: Support the Wealth Operations Team with daily client activities and administrative duties.
- Company: Titan Group offers a dynamic range of wealth services, combining start-up energy with private equity security.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and a range of health benefits.
- Other info: Embrace a diverse and inclusive workplace with opportunities for growth and community involvement.
- Why this job: Join a rapidly expanding team and make a real impact in the wealth management industry.
- Qualifications: 1-2 years in Wealth Management, strong communication skills, and Excel knowledge required.
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.
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 & Custody (TS&C) is a subsidiary of Titan Wealth.Titan Settlement & 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 IFAs
·Trade execution services mainly for its DFMs, IFAs and institutional clients
·Utilising the same core infrastructure, Titan Settlement & Custody also serves a significant number of institutional broker-dealers and institutional investor clients.
The Role
This 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. The role is a 6-month FTC.
Job Responsibilities
- Provide accurate and timely responses to client queries via HappyFox, email and telephone. Resolve issues when able and escalating when required.
- Monitor and process bank account set ups, as well as ensuring payments are allocated within SLA into the platform.
- Monitor 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 effectively.
- Undertake 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 cash
- Processing of monthly, quarterly and ad hoc fees within the platform and external systems.
- Assisting with reconciliations and trade support where required.
- Liaising with internal departments to ensure client needs are fulfilled effectively, i.e., Risk & Compliance, Treasury, Corporate Actions & Reconciliations
- Collaborate 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 ideal.
- Team player with customer focused approach and eye for detail.
- Strong verbal and written communication skills.
- Knowledge of inhouse systems i.e Tercero/CRM/DMS desirable.
- Intermediate knowledge of Microsoft Excel.
- Strong understanding of CASS 6 & CASS 7 rule & 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 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
– Office Christmas close (3-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.
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Wealth 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 Wealth Operations Administrator
✨Tip Number 1
Familiarise yourself with the specific systems mentioned in the job description, such as Tercero and CRM. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your knowledge of CASS 6 & CASS 7 regulations. Being well-versed in these rules will show that you understand the compliance landscape in wealth management, which is crucial for the role.
✨Tip Number 3
Network with professionals in the wealth management industry, especially those who work in operations. Engaging with current employees or attending industry events can provide insights into the company culture and operational challenges.
✨Tip Number 4
Prepare to discuss your experience with client interactions and problem-solving. The role requires effective communication and a customer-focused approach, so be ready to share examples of how you've successfully handled client queries in the past.
We think you need these skills to ace Wealth Operations Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the wealth management industry. Emphasise your customer service skills and any familiarity with systems like Tercero or CRM, as these are desirable for the role.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for joining Titan Group and how your values align with theirs. Mention specific experiences that demonstrate your attention to detail and team player mentality.
Highlight Relevant Skills: Clearly outline your proficiency in Microsoft Excel and your understanding of CASS 6 & CASS 7 regulations. These skills are crucial for the Wealth Operations Administrator role and should be prominently featured.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are key qualities for this position.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Understand the Wealth Management Landscape
Familiarise yourself with the wealth management industry, especially the services provided by Titan Group. Knowing about financial planning, investment management, and custody services will help you answer questions confidently and demonstrate your interest in the role.
✨Showcase Your Communication Skills
As a Wealth Operations Administrator, you'll need to communicate effectively with clients and colleagues. Prepare examples of how you've successfully handled client queries or resolved issues in the past, highlighting your strong verbal and written communication skills.
✨Demonstrate Attention to Detail
The role requires a keen eye for detail, especially when monitoring data quality and processing transactions. Be ready to discuss how you've ensured accuracy in your previous roles, perhaps through specific tasks or projects that required meticulous attention.
✨Prepare for Technical Questions
Brush up on your knowledge of relevant systems like Tercero and CRM, as well as regulations such as CASS 6 & CASS 7. Being able to discuss these topics will show that you're not only qualified but also proactive in understanding the tools and regulations that govern the industry.