About us

The Titan Group provides a broad range of services across the entire wealth value chain – from financial planning and investment management to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adapt their business models as needed. Titan is also actively acquiring UK-based asset managers and other wealth-related businesses.

Due to this expansion, Titan Wealth is growing rapidly through strategic acquisitions, combining start-up energy with the security of private equity backing. It’s an exciting time to join the team! Titan Settlement & Custody (TS&C), a subsidiary of Titan Wealth, is an FCA-regulated investment firm providing custody services primarily to discretionary fund managers (DFMs) and independent financial advisors (IFAs), along with clearing, settlement, and trade execution services for these clients and institutional clients.

Role

The purpose of this role is to provide professional day-to-day support to our global client base during the client lifecycle. You will manage all client communication, pre- and post-trade, ensuring a high level of service and risk management.

Responsibilities

1. Develop and maintain strong professional relationships with TS&C’s clients, understanding their needs and resolving queries efficiently by collaborating with internal and external SMEs.
2. Gain comprehensive knowledge of TS&C’s platform from both the house and client perspectives, and demonstrate aspects of it to clients as required.
3. Manage email inboxes and inbound calls effectively.
4. Identify and escalate various risk types, including potentially problematic or suspicious transactions.
5. Manage failing transactions and report to TS&C management.
6. Compile and distribute MI reports to assist with risk management and client service.
7. Minimum of a 2:1 degree, ideally in Economics, Finance, or Business Management.
8. Experience in a client-facing role, handling demanding situations calmly and effectively.
9. Ability to work closely with senior management and stakeholders, challenging the status quo and proposing new ideas.
10. Strong written and verbal communication skills.
11. Experience in high-volume, global equity/fixed income settlements, preferably from a custody, settlements, or clearing operations background, with some knowledge of CASS 6 & 7.

Terms

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer contribution, minimum 3% employee contribution)
• 25 days annual leave plus public holidays
• Buy and sell holiday options up to 5 days
• Office Christmas closure (3 days)
• Benefits including private medical insurance, group life insurance, income protection insurance
• Hybrid working arrangements
• Support for further education and training
• Discretionary performance bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• Flexible benefits package

The Titan Wealth Group is committed to fostering an inclusive environment, valuing diversity and equal opportunity for all employees regardless of race, age, gender, sexual orientation, religion, physical ability, or political beliefs. We believe a diverse team creates the best outcomes for our clients and staff.