- Location
- London
- Workplace
- Hybrid
- Type
- Full-time
- Department
- TIML - Investment/Asset Management
- Seniority
- Senior
- Industry
- Finance
- Category
- Sales
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Lever
Overview
As a Financial Advisor at Titan Wealth Group, you'll embody professionalism, trust, and innovation while delivering exceptional service. Responsibilities include client engagement, financial planning, and contributing to a diverse, inclusive team environment. Enjoy hybrid work, 25 days annual leave, private medical insurance, income protection, and a 6% employer pension contribution. Further education support, performance bonuses, and employee assistance programs are also offered.
Description
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.
About Us
The Titan Group is an active acquirer of asset managers in the UK and provides a broad range of services to Discretionary investment managers (DFM) and Investment Fund Advisers (IFA). We meet universal wealth and asset management needs by supporting the IFAs and DFMs we serve with innovative, quality and integrated solutions that drive efficiency into every part of the wealth management cycle.
Titan Wealth is a regulated wealth and asset management business bringing high quality execution and administration to this sector through leverage of the Group’s resources and technology.
The role
Titan Wealth Group is looking for a number of Senior Portfolio Manager with ongoing growth of Titan Wealth and subsidiaries. Managing the investments of clients on a discretionary and advisory basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds under management into the business.
Skills
ComplianceCFA
Benefits
Private medical insuranceGroup life insuranceIncome protection insurancePension planEducation and training supportPerformance bonusEmployee Assistance ProgrammeVoluntary work daysEmployee discounts
About Titan Wealth Group
Titan Wealth Group is committed to fostering an inclusive and equitable environment for everyone, valuing diversity to create the best outcomes for clients and team members.
