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.
Purpose of the role The Agencies Assistant will be working on our central operations team based out of our Bristol office 3 days a week. This is an exciting opportunity to join Titan at a pivotal time of growth and make a real impact.


The focus of the role is too Assist all users with any issues / queries which they may have relating to Agencies. Creating/documenting robust processes and procedures for Agencies across the group.
Responsibilities *Liaise with providers and advisers to setup agencies for advisers for Titan Wealth Planning Ltd.
*Liaise with providers and revoke access to any platforms for leavers for employees and advisers.
*Liaise with providers regarding any agency queries, adviser and employee queries and changes to agencies.
*Review, action and respond to any emails in the Agencies mailbox.
*Contact providers with any branch address changes by email, post, or phone as necessary.
*Amend and add any provider contacts to Provider Directory.
*Create/Build library of clearly documented Agency teams processes and procedures including Provider logins and user access etc.
*Process Novation’s as required.
*Be the main point of contact for all agency matters.
*Proactively develop your knowledge and skills so that you can efficiently manage Agencies, highlighting personal training needs that would enhance service delivery.
*Perform ad-hoc tasks and projects as requested by line manager.
*Issue effective communications to colleagues in relation to Agencies as and when required.
*Foster the creation and maintenance of effective working relationships with advisers, colleagues, and management.
*Good communication and interpersonal skills with the ability to build strong, collaborative working relationships.
Critical Skills and Experience required*Ability to deliver coaching and training to individuals and groups.
*Ability to plan own workload and manage conflicting demands and deadlines. Prioritise based on the needs of the business.
*Keen eye for detail and getting things right first time.
*Ability to write clear reports and ’How to’ guides.
*Ability to maintain and exceed very high standards of performance and activity.
*Be self-motivated with a proactive ’can do’ attitude.
*Professional in manner and approach.
*Enthusiastic, confident, and assertive.
*Methodical and organised.
*Computer literate.
Qualifications (Essential & Desirable)*GCSEs (or equivalent) in English and Maths at Grade 4/C or above
*Experience providing high quality customer service with a strong awareness of customer focus.
*Previous office administration experience.
*Previous regulatory of financial industry experience is desirable.
*Knowledge of Agencies within Financial Services is desirable.
Key Interfaces (Internal and External)*Chief Operating Officer
*Business Operations Director
*Head of Central Operations
*Compliance, Risk, Technology and Data teams
*Financial Planners
*Client Support Managers
*Corporate Administration
*Providers/Business Relationship Managers
FCA requirements TCF/RCR*Adhere to all FCA regulations including consumer duty.
*To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.
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.