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Wealth Operations Analyst

1 month ago

London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time
About Titan Wealth Holdings Limited

The company's strategy is to provide modular, incremental services to its clients, allowing them to adjust their business models as needed. This includes financial planning, investment management, platform, trading, settlement and custody services.

  • Clients receive custody services, clearing and settlement services, and trade execution services.
  • The company aims to grow the platform to £50 billion of assets within the next three years via acquisition and organic growth.

The Job

We are looking for a Trade Support Analyst who can maintain and develop positive, long-term relationships with existing and new clients, while maintaining our reputation for providing innovative, quality, and integrated solutions that drive efficiency into every part of the wealth management cycle.

Job Responsibilities

  • Investigate reconciliation differences, both internally and externally, and provide preventative measures to address these differences.
  • Support the broader Wealth Operations team with ad hoc projects.
  • Familiarity with stock pricing and CREST/Euroclear Domestic market settlements is advantageous.

What We Offer

  • Competitive salary: £45,000 - £55,000 per annum, depending on experience.
  • Hybrid working arrangement.
  • 25 days annual leave + public holidays.
  • A range of benefits, including private medical insurance, Group life insurance, income protection insurance, 6% employer pension contribution, further education and training support, discretionary performance-related bonus, confidential Employee Assistance Programme, and 2 days per year for voluntary work.

Titan Wealth Holdings Limited is committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their background or characteristics.