Titan Wealth Holdings Limited
Melbourn, Hertfordshire
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. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in Melbourn. This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long term career in the mortgage and wider financial planning world. You'll be part of a close knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About you Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office based environment 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 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. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in Melbourn. This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long term career in the mortgage and wider financial planning world. You'll be part of a close knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About you Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office based environment 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 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
Bristol, Gloucestershire
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. Role Overview The Adviser Tech Assistant will work from the Bristol office on a hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data related queries via shared inboxes in a timely and professional manner Provide day to day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem solving skills with a proactive and solutions focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA Requirements (TCF/RCR) Adhere to all FCA regulations including consumer duty. Highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and propose improvements. Values Creativity - new ways of thinking, learning and doing to improve productivity and stay ahead of competitors. Commitment - willingness to put time, effort and energy into driving change and going the extra mile. Collaboration - teamwork among ourselves and partners to generate innovative, efficient and effective solutions. Terms and Benefits 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 Private medical insurance, Group life insurance, and income protection insurance Hybrid working Further education and training support Discretionary performance related bonusConfidential Employee Assistance Programme 2 days per year for voluntary work 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.
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. Role Overview The Adviser Tech Assistant will work from the Bristol office on a hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business. Responsibilities Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers) Administer and monitor system licenses, ensuring optimal allocation and compliance Respond to system, access, and data related queries via shared inboxes in a timely and professional manner Provide day to day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders Assist with system integrations and ensure data flows correctly between platforms Support IO migrations, including setup, validation, and issue resolution Assist with internal projects, including system upgrades, enhancements, and process improvements Maintain accurate documentation of processes, system configurations, and access controls Identify opportunities to improve system usage, efficiency, and user experience across all user groups Work collaboratively with stakeholders across the business to support operational needs Critical Skills and Experience Strong organisational skills with the ability to manage multiple systems and priorities High attention to detail, particularly around access control and data handling Strong problem solving skills with a proactive and solutions focused mindset Excellent communication skills, with the ability to support a range of users with varying technical knowledge Ability to work effectively within a small team while supporting the wider business Comfortable working with systems, data, and administrative tools Experience managing user access, licenses, or system administration (desirable) Exposure to financial services platforms or CRM/back office systems (desirable) Qualifications (Essential & Desirable) Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) - desirable Experience in a systems support, operations, or admin role - desirable Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) - desirable Key Interfaces (Internal and External) Business Operations Director Regional Managing Directors Head of Central Operations Head of Corporate Administration Head of Operations Excellence Client Operations Director Compliance, Risk, Technology and Data teams FCA Requirements (TCF/RCR) Adhere to all FCA regulations including consumer duty. Highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and propose improvements. Values Creativity - new ways of thinking, learning and doing to improve productivity and stay ahead of competitors. Commitment - willingness to put time, effort and energy into driving change and going the extra mile. Collaboration - teamwork among ourselves and partners to generate innovative, efficient and effective solutions. Terms and Benefits 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 Private medical insurance, Group life insurance, and income protection insurance Hybrid working Further education and training support Discretionary performance related bonusConfidential Employee Assistance Programme 2 days per year for voluntary work 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.
