Trainee Investment Manager

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.

Reporting into the team who manage onboarding new business to Titan Private Wealth from Financial Advisers internally within the group and externally outside of the group. The trainee will work within a team of senior investment managers to provide support in all aspects of investment management and the onboarding process.

Responsibilities

• To represent the company to clients, potential clients and introducers of clients at the standard necessary and to develop the business in accordance with strategic and financial objectives.
• To provide comprehensive administrative support to a team of investment managers. Participation in all aspects of client reporting, including periodic valuations, ad-hoc transactions and performance monitoring.
• To produce client facing documentation to onboard new business to Titan Private Wealth including proposals & portfolio comparisons.
• Resolve queries from clients either by telephone or letter, with the assistance of qualified members of your team.
• To maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties and the regulator.
• To develop own professional expertise through on the job training, formal training and professional qualifications.
• To ensure that they familiarise themselves and abide by the company's value statement and policy with regard to TCF (Treating Customers Fairly)
• To carry out any other duties as may reasonably be required.

Critical Skills and Experience required

If you are a school leaver or graduate who has an interest in working within the wealth management industry and has the following attributes, we are interested in hearing from you.

• A team player with a client-focused approach
• Good organisational skills and ability to multi-task and meet deadlines;
• Numerate and comfortable working with IT applications and processing data.
• Excellent attention to detail
• Self-starter who can work to your own initiative
• Inquisitive with a 'can do' attitude to learning and enjoys developing new skills;
• A people person who is a good communicator, both oral and written
• A desire to study for professional qualifications
• Flexibility and adaptability.

Other information

Full UK driver's license - required

Frequent travel to client locations will be required

Harrogate based role but flexibility to travel and stay overnight due to meetings in other locations

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.