Operations Administrator
Harrogate
Operations – Custody Operations /
Perm, Full Time /
Hybrid
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. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.
The role
Within the Operations team based in Harrogate that will support with operational administration. This is a 6-month FTC.
Job Responsibilities
- Day to day duties will include data input, maintaining central spreadsheets, and maintain 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
- Must have gained GCSE Grade 4 or above in English & Maths and a Further Education qualification e.g. A-levels (or equivalent) in any subjects.
- Must be proficient in Excel.
- 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.
- Previous 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:
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.
