Titan Wealth Holdings Limited
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. This role is operating within the wealth business and closely aligned to our central data team, you will play a key role in shaping, modelling, and interpreting data that drives decision making across our advisory, investment, operations, and client service teams. Responsibilities Data Analysis & Business Insight Partnering with business stakeholders to understand business questions and deliver actionable insight. Analysing key Group Wide metrics such as AUM, flows, adviser productivity, client segmentation, charging structures, and operational process performance. Identifying and addressing data quality issues, working across the data lineage from source systems to dashboards. SQL Development & Data Engineering Support Writing expert level SQL for extracting, transforming, and validating data. Proactively identifying performance bottlenecks, indexing and optimisation techniques. Collaborating effectively with central data engineering teams to maintain reusable datasets within SQL Server and Azure Fabric. Preparing and validating datasets used by Data Scientists for AI and ML solutions. Data Warehousing & Modelling Applying data warehousing principles, including dimensional modelling, SCDs, conformed dimensions, and KPI standardisation. Helping shape curated, governed datasets in Data Lake suitable for advanced analytics and self service reporting. Power BI Reporting (Data Modelling & UX) Designing robust semantic models in Power BI using best practice star schema principles. Using accessible and consistent UX design aligned with business standards. Collaboration & Communication Supporting the business with building self service capability by developing understanding of how data works and the value add it provides to solving operational or client related problems. Quality, Control & Delivery Discipline Utilising Git for source control, including pull requests, naming conventions and peer review. Participating in testing, reconciliation, validation, and release processes ensuring all analytical assets are secure, traceable, and reusable. Effectively collaborating with Architects and Engineers to validate technical solutions. Other Responsibilities Supporting the broader Titan team by taking on any other duties in line with your roles that may be reasonably requested of you. Critical Skills and Experience required Strong SQL skills, including building complex views and stored procedures independently. Solid data engineering experience, with good Git/source control practice and the ability to design simple, reliable solutions. Advanced Power BI skills, including semantic model design, DAX, and creating high quality reports. Good understanding of data warehousing principles and how they support analytics and MI. In depth knowledge of UK Wealth or Asset Management, including key processes such as valuations, trades, holdings, onboarding, adviser charging, and portfolio/risk profiling. Experience working with wealth platforms, CRM systems, and operational systems used in advice, DFM, or platform environments. Strong understanding of regulatory and operational requirements, including FCA expectations for data quality, audit trails, MI consistency, and robust controls. Qualifications (Essential & Desirable) Degree (or equivalent experience) in a numerate or analytical subject. Certifications in Power BI, Azure, or SQL are advantageous but not essential. Key Interfaces (Internal and External) Reports into Head of Data, Analytics and Insights. Will interact with senior business leaders and the Data engineering team. No direct reports. 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. Other information Occasional short UK travel may be required a few times a year to interact with colleagues from other offices. Our Employees 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. Office Christmas close (3-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.
Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. This role is operating within the wealth business and closely aligned to our central data team, you will play a key role in shaping, modelling, and interpreting data that drives decision making across our advisory, investment, operations, and client service teams. Responsibilities Data Analysis & Business Insight Partnering with business stakeholders to understand business questions and deliver actionable insight. Analysing key Group Wide metrics such as AUM, flows, adviser productivity, client segmentation, charging structures, and operational process performance. Identifying and addressing data quality issues, working across the data lineage from source systems to dashboards. SQL Development & Data Engineering Support Writing expert level SQL for extracting, transforming, and validating data. Proactively identifying performance bottlenecks, indexing and optimisation techniques. Collaborating effectively with central data engineering teams to maintain reusable datasets within SQL Server and Azure Fabric. Preparing and validating datasets used by Data Scientists for AI and ML solutions. Data Warehousing & Modelling Applying data warehousing principles, including dimensional modelling, SCDs, conformed dimensions, and KPI standardisation. Helping shape curated, governed datasets in Data Lake suitable for advanced analytics and self service reporting. Power BI Reporting (Data Modelling & UX) Designing robust semantic models in Power BI using best practice star schema principles. Using accessible and consistent UX design aligned with business standards. Collaboration & Communication Supporting the business with building self service capability by developing understanding of how data works and the value add it provides to solving operational or client related problems. Quality, Control & Delivery Discipline Utilising Git for source control, including pull requests, naming conventions and peer review. Participating in testing, reconciliation, validation, and release processes ensuring all analytical assets are secure, traceable, and reusable. Effectively collaborating with Architects and Engineers to validate technical solutions. Other Responsibilities Supporting the broader Titan team by taking on any other duties in line with your roles that may be reasonably requested of you. Critical Skills and Experience required Strong SQL skills, including building complex views and stored procedures independently. Solid data engineering experience, with good Git/source control practice and the ability to design simple, reliable solutions. Advanced Power BI skills, including semantic model design, DAX, and creating high quality reports. Good understanding of data warehousing principles and how they support analytics and MI. In depth knowledge of UK Wealth or Asset Management, including key processes such as valuations, trades, holdings, onboarding, adviser charging, and portfolio/risk profiling. Experience working with wealth platforms, CRM systems, and operational systems used in advice, DFM, or platform environments. Strong understanding of regulatory and operational requirements, including FCA expectations for data quality, audit trails, MI consistency, and robust controls. Qualifications (Essential & Desirable) Degree (or equivalent experience) in a numerate or analytical subject. Certifications in Power BI, Azure, or SQL are advantageous but not essential. Key Interfaces (Internal and External) Reports into Head of Data, Analytics and Insights. Will interact with senior business leaders and the Data engineering team. No direct reports. 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. Other information Occasional short UK travel may be required a few times a year to interact with colleagues from other offices. Our Employees 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. Office Christmas close (3-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.
Titan Wealth Holdings Limited
Melbourn, Hertfordshire
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. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We're looking for a Business Development Manager to support the delivery of our growth strategy across Private Client and Corporate markets. Working closely with the Sales Director and Client Acquisition Team, you'll identify, develop and convert new business opportunities, build strong relationships, and strengthen our presence in the market through a multi channel approach. This role will suit someone who enjoys relationship led growth as much as measurable results-combining networking, partnerships and events with digital lead generation to build a sustainable, high quality pipeline. About the role Strategic planning & growth Develop and implement business development plans aligned to business objectives. Work collaboratively with the Sales Director and internal stakeholders to support revenue growth. Business development & lead generation Identify and develop new opportunities across Private Client and Corporate segments. Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers. Plan, attend and leverage events/sponsorships to generate leads and raise brand awareness. Support digital acquisition initiatives in partnership with Marketing. Build and maintain relationships with professional introducers and referral partners. Develop strategic partnerships that expand market reach and generate quality opportunities. Represent the business professionally in all external interactions. Reporting & CRM administration Maintain accurate, up to date pipeline activity within CRM systems. Provide regular reporting on BD performance and pipeline progress. About you Essential experience Proven success in a business development, sales, or relationship management role within financial services. Experience working with Private Clients and/or Corporate Clients. Track record of generating new business and building sustainable pipelines. Experience building introducer/referral networks and strategic partnerships. Strong communication and interpersonal skills with confidence engaging new prospects. CRM experience and disciplined pipeline management. Diploma qualified (or equivalent). Understanding of digital marketing and lead generation channels. Personal attributes Commercially aware, proactive, resilient and results driven. Highly organised with strong attention to detail. Collaborative, professional and credible in client facing environments. Conduct, risk & compliance (FCA) As a regulated business, you'll be expected to adhere to FCA requirements including Consumer Duty, and actively raise any concerns around processes that do not align with TCF/RCR principles-suggesting improvements where appropriate. What else you'll need Full UK driving licence and willingness to travel frequently to client locations and offices across the UK. Company values 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. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. 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.
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. Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to join the team! Titan Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. We're looking for a Business Development Manager to support the delivery of our growth strategy across Private Client and Corporate markets. Working closely with the Sales Director and Client Acquisition Team, you'll identify, develop and convert new business opportunities, build strong relationships, and strengthen our presence in the market through a multi channel approach. This role will suit someone who enjoys relationship led growth as much as measurable results-combining networking, partnerships and events with digital lead generation to build a sustainable, high quality pipeline. About the role Strategic planning & growth Develop and implement business development plans aligned to business objectives. Work collaboratively with the Sales Director and internal stakeholders to support revenue growth. Business development & lead generation Identify and develop new opportunities across Private Client and Corporate segments. Proactively engage and qualify new leads, arranging appointments for Financial Planners and Corporate Advisers. Plan, attend and leverage events/sponsorships to generate leads and raise brand awareness. Support digital acquisition initiatives in partnership with Marketing. Build and maintain relationships with professional introducers and referral partners. Develop strategic partnerships that expand market reach and generate quality opportunities. Represent the business professionally in all external interactions. Reporting & CRM administration Maintain accurate, up to date pipeline activity within CRM systems. Provide regular reporting on BD performance and pipeline progress. About you Essential experience Proven success in a business development, sales, or relationship management role within financial services. Experience working with Private Clients and/or Corporate Clients. Track record of generating new business and building sustainable pipelines. Experience building introducer/referral networks and strategic partnerships. Strong communication and interpersonal skills with confidence engaging new prospects. CRM experience and disciplined pipeline management. Diploma qualified (or equivalent). Understanding of digital marketing and lead generation channels. Personal attributes Commercially aware, proactive, resilient and results driven. Highly organised with strong attention to detail. Collaborative, professional and credible in client facing environments. Conduct, risk & compliance (FCA) As a regulated business, you'll be expected to adhere to FCA requirements including Consumer Duty, and actively raise any concerns around processes that do not align with TCF/RCR principles-suggesting improvements where appropriate. What else you'll need Full UK driving licence and willingness to travel frequently to client locations and offices across the UK. Company values 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. Benefits Competitive salary Private Medical Insurance post probation Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) 25 days Annual Leave (plus buy and sell up to 5 days) Office Christmas close (3 days) Life Assurance Health cash plan Hybrid working Discretionary performance related bonus Employee Assistance Programme Lunch and snacks provided in the Bristol office. 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.
