Senior Investment Manager

1 month ago

Harrogate North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time

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.

Cardale is an investment management and financial planning business founded in 2003 and based in Harrogate. Cardale operates as the Titan Wealth Group’s North of England hub and offers:

- A dynamic and experienced management team who have re-invested into the firm post-acquisition, supported by a robust governance structure, and embedded compliance culture.

- Forward looking and sustainable growth, strategically driven by high quality earnings, organic growth, selective acquisitions, and a stable cost base.

- A differentiated operating model with all key functions handled in-house to ensure adherence to stringent ‑financial systems and controls and maximum protection for client assets.

The role

To manage the relationship and investments of clients on a discretionary basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds under management into the business. The role is based within our Harrogate office.

Key responsibilities
  • To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
  • To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
  • To maintain good client relationships.
  • To encourage a culture of compliance throughout the company.
  • To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
  • To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
  • To comply with the Consumer Duty to act to deliver good outcomes for clients.
  • To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCAs Code of Conduct.
  • To carry out any other duties as may reasonably be required.
  • Adhere to consumer duty.
Education and requirements
  • Minimum of 5+ years of Investment Management related experience
  • Strong and effective written and verbal communication skills.
  • Exceptional interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
  • Strong analytical and problem-solving skills with the ability to assess complex situations and make sound decisions.

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

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

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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