- Location
- Bristol
- Workplace
- Hybrid
- Type
- Full-time
- Department
- TAHL - Wealth
- Seniority
- Lead
- Source
- Lever
Description
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.
The Business Processing Team Leader is responsible for leading and managing the national Business Processing Team — the specialist back-office function within Central Business Operations that owns all post-acceptance processing across the Wealth Advice Division.
The role exists to ensure that every new business case is processed accurately, on time, and to a consistent standard across all 22,500 client households. The Team Leader is the single point of accountability for best execution compliance, fee accuracy, IO data integrity, and tracker management — and is the primary link between the Business Processing function and Central Business Operations leadership.
Skills
Compliance