Asset Management Specialist
1 week ago
The company provides a broad range of services across the wealth value chain, including financial planning, investment management, platform, trading, settlement and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed.
- Custody services are provided to discretionary fund managers and independent financial advisors.
- Clearing and settlement services are offered mainly on an agency basis for discretionary fund managers and independent financial advisors.
- Trade execution services are provided mainly for discretionary fund managers, independent financial advisors, and institutional clients.
Titan Wealth Solutions aims to grow the platform to £50 billion of assets within the next three years via acquisition and organic growth.
The Role
We are seeking 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.
Key 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.
Benefits and Rewards
- 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.
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