Finance & Operations Administrator

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.

This is maternity cover for a minimum of 6 months. The suitable person will have previous accounting experience, strong excel skills and will report to the Operations Manager. Understanding of CASS regulations is advantageous but not essential as training will be given.

Job Responsibilities

• Assisting with the processing of client and office interest.
• Assisting with the conducting suspense account reconciliations.
• Assisting with the calculating and processing client account closing fees.
• Assisting with required audits – including collating samples walkthroughs of relevant processes.
• Assist with ad-hoc administrative tasks.
• Support wider finance and operations team on BAU tasks such as; creation of purchase orders, liaison with finance team for any new suppliers, communicating with relevant suppliers to process invoicing or payment queries.
• Following up with managers to obtain approvals in a timely manner.
• Assisting with the bank reconciliation process ensuring reconciling items are being addressed daily.
• Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
• Any other duties in line with the level and scope of this role.

Job Requirements

• Demonstrable experience in a Finance or similar role.
• High attention to detail is vital as is good numerical skills and accuracy.
• Must have gained GCSE Grade 4 or above in English and Maths and a Further Education qualification e.g. A-levels (or equivalent) in any subjects.
• Inquisitive and a problem-solver with a keen eye for detail.
• Strong Excel skills utilising pivot tables, vlookup etc.
• Proven ability to work within a team and on your own.
• Previous administration experience preferable.
• Ability to prioritise tasks and work effectively across different teams.
• Good communication skills, ability to engage with internal and external stakeholders in a professional manner.
• Willingness to learn and develop as the company grows.
• Ability to work autonomously.
• Experience of working in fast paced environment.
• Comfortable with change.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

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.