Titan Wealth Holdings

Paralegal

• Provide administrative support to the Group Legal Team, including diary management, meeting scheduling, calendar management, and coordinating communications
• Prepare, review, and file contracts and legal correspondence
• Conduct legal research and gather relevant information
• Manage legal administrative tools and update the Group Legal Intranet Site
• Assist with legal training materials, presentations, detailed reports, management information, and associated documentation
• Assist with invoicing and related activities
• Maintain case logs and files for legal matters, including litigation
• Assist with execution of commercial agreements, NDAs, and other contracts according to policies and procedures
• Perform supervised commercial contract reviews
• Act as super-user for the vendor management system and liaise with the vendor team
• Highlight procedures and processes that do not adhere to TCF/RCR principles and suggest improvements
• Carry out other duties as required

IT Support

• Provide 1st and 2nd line IT support by telephone, email, remotely, and mostly face-to-face
• Assist the migration team with onboarding newly acquired companies into the group Microsoft 365 tenant
• Use ServiceDesk+ to log, monitor, and manage tickets
• Work with users from all global offices to resolve issues, provide updates, and escalate appropriately
• Proactively maintain infrastructure according to industry best practice to prevent failures and improve performance, availability, and resilience
• Build and maintain corporate PCs and laptops and manage inventory spares
• Administer starters and leavers
• Obtain quotes and place procurement orders
• Guide users in following group IT standards, policies, and procedures
• Manage and participate in project initiatives supporting broader IT objectives
• Contribute to and maintain process and procedure documentation
• Travel occasionally in the UK to different sites
• Adhere to consumer duty

IT Engineer

General

• Provide day-to-day support to a portfolio of pension and employee benefits clients
• Act as a first point of contact for client and provider queries
• Support administration of workplace pension schemes and employee benefits arrangements
• Assist with governance reports, analyse provider data, and produce accurate reporting for consultant review
• Support monthly submission and reconciliation of pension contributions through provider portals
• Liaise with pension providers and insurers to obtain information and resolve administrative queries
• Process and support pension-related claims, including death claims
• Manage invoicing processes and debt management activities in liaison with Finance
• Maintain accurate client records and data integrity across internal systems
• Support consultants with client servicing requirements and project work
• Complete activities within agreed service standards and regulatory requirements

Corporate Benefits Admin – Pensions

AI Engineer

• Design, develop, and maintain cloud-ready full-stack applications aligned with business and security requirements
• Develop secure, maintainable, and scalable software using modern engineering principles
• Apply secure coding standards and industry best practices
• Contribute to architecture and technical design discussions
• Ensure software meets quality, security, and performance standards
• Develop and maintain unit, integration, and API tests
• Contribute to CI/CD pipeline development and optimisation using Azure DevOps
• Support shift-left testing and security practices
• Embed automated testing and security checks throughout the development lifecycle
• Improve development standards and engineering processes
• Build and support scalable solutions hosted within Microsoft Azure
• Contribute to deployment, configuration, and management across multiple environments
• Work closely with Cloud, Security, and Infrastructure teams
• Support cloud-native application development and deployment strategies
• Design and develop RESTful APIs
• Support microservices-based architectures
• Build secure and scalable integrations across internal and external systems
• Ensure APIs are documented, tested, and maintainable
• Produce and maintain technical documentation
• Document architecture decisions, integrations, and deployment processes
• Communicate technical concepts to technical and non-technical stakeholders
• Participate in peer reviews and knowledge-sharing initiatives
• Participate in sprint planning, stand-ups, retrospectives, and agile ceremonies
• Collaborate with Product, QA, Architecture, and Engineering teams
• Contribute to project estimation, planning, and technical decision-making
• Drive continuous improvement across engineering practices
• Use AI tools to support day-to-day software engineering activities
• Identify development activities that can be delegated to AI agents
• Verify and review AI-generated outputs before implementation
• Build testing and validation mechanisms for AI-assisted work
• Determine when AI should be used and when human judgement is required
• Maintain accountability for all code and technical decisions

Software Engineer – AI Focused

Financial Planning and Analysis

• Help advisers prepare for client reviews
• Ensure client and plan information is up to date in IO
• Request, chase and upload plan information from providers
• Update contributions and withdrawals using provider transaction histories
• Add missing policy information to IO
• Validate funds, unit balances, price feeds and plan values
• Check and update client income expectations
• Collate plan costs and charges, including commission, fund-based and adviser charges
• Create and check client valuation reports using standard IO templates
• Produce OneNote packs, including Client Charter, FE Analytics research, KIDs, data capture forms and client valuation reports
• Produce comparisons between old and new centralised investment propositions
• Prepare cases for AST submission and chase providers for missing information
• Interrogate data and liaise with advisers to ensure accurate valuations and revenue
• Interact with advisers and client support to deliver excellent customer service
• Produce client letters
• Answer incoming calls via the Main Hunt Group
• Handle telephone and email enquiries from clients and providers
• Create and maintain effective client files
• Process new business and submit applications
• Liaise with and chase product providers
• Keep up to date with new products, technical and legislative changes
• Comply with compliance policies
• Engage in training and development
• Perform ad hoc tasks while considering TCF and business needs

Financial Planning Administrator – Private Client

• Take ownership of an established client bank and provide ongoing holistic financial planning advice
• Deliver advice across pensions, investments, protection, tax planning and retirement strategies
• Maintain and strengthen long-term client relationships and identify new advice opportunities
• Ensure excellent client outcomes, service standards and communication throughout the client journey
• Manage review cycles and provide proactive, timely client engagement
• Generate additional revenue through referrals and cross-selling opportunities
• Collaborate with investment management, employee benefits and wider Titan teams
• Identify opportunities within the existing client bank
• Support organic growth through referrals and professional introducers
• Build relationships with accountants, solicitors and other professional connections
• Contribute to local growth plans aligned with regional and national strategy
• Provide advice in line with FCA regulations and Titan policies
• Maintain Competent Adviser Status (CAS) and Fit & Proper requirements
• Ensure client files and suitability reports meet compliance standards
• Keep up to date with industry developments and technical knowledge
• Operate in line with TCF principles

Financial Planner

Planner

• Take responsibility for an established portfolio of clients
• Provide ongoing financial planning and wealth management advice
• Maintain strong long-term client relationships
• Manage and service an existing portfolio of approximately 200 clients
• Deliver holistic financial planning advice across investments, pensions, retirement planning and broader wealth management needs
• Conduct client reviews and provide timely, suitable recommendations
• Identify opportunities to strengthen client relationships and support business growth
• Work alongside Associates, Business Development Managers and support teams to deliver an outstanding client experience
• Maintain high levels of regulatory compliance and client documentation
• Contribute positively to the culture and success of the Global Wealth Division

Senior Wealth Planner – US Qualified

• Build and develop long-term relationships with an allocated portfolio of clients
• Deliver advice and guidance across investments, retirement planning, protection and tax-efficient planning strategies
• Conduct regular client reviews and support clients in achieving long-term financial goals
• Create personalised financial plans tailored to individual client circumstances
• Manage investment portfolios in line with client objectives and company investment strategies
• Act as a day-to-day point of contact for clients, providing exceptional ongoing service
• Attend client meetings independently and alongside senior advisers
• Maintain accurate client documentation, suitability reports and file notes
• Work closely with providers, strategic partners and internal stakeholders
• Ensure advice and client records remain compliant with regulatory requirements
• Continue developing professional knowledge through training, qualifications and CPD activities
• Manage own portfolio of clients while supporting implementation, review and ongoing management of financial strategies
• Work closely with Senior Wealth Planners and Wealth Planning Directors on complex client cases

Wealth Planner

Director

• Provide holistic financial planning advice across investments, retirement, protection and tax planning
• Manage and develop relationships with high-net-worth and complex clients
• Create and implement tailored financial plans aligned to clients' objectives
• Conduct regular client reviews and maintain comprehensive planning documentation
• Monitor client portfolios and ensure ongoing suitability
• Build and maintain relationships with key stakeholders, providers and strategic partners
• Ensure client files and documentation comply with regulatory and company standards
• Support and mentor Wealth Planners and Senior Wealth Planners
• Act as a technical reference point for complex advice cases
• Contribute to improving advice quality, client experience and planning processes
• Develop the next generation of advisers

Wealth Planning Director

• Deliver holistic financial planning advice across investments, retirement planning, protection and tax-efficient strategies
• Develop bespoke financial plans aligned to clients' objectives and circumstances
• Manage and review client investment portfolios
• Build strong, trusted relationships with high-net-worth clients
• Act as a key point of contact for client enquiries and ongoing advice needs
• Attend client meetings virtually and in person
• Prepare and maintain client documentation and annual planning reports
• Ensure client files, records and communications remain compliant and up to date
• Work closely with providers, strategic partners and internal stakeholders
• Support and mentor less experienced colleagues through technical guidance and knowledge sharing
• Manage and develop client relationships
• Deliver tailored financial planning solutions and ongoing advice, regular reviews and proactive support
• Assist with complex cases and help maintain high service standards

Senior Wealth Planner

• Deliver excellent financial planning, advice, and service to clients via a desk-based service model
• Service existing clients with investable assets of up to £250,000
• Focus on new business development and proactively contact legacy clients to convert them to the ongoing service proposition
• Engage with and review existing clients to deliver the ongoing service proposition
• Provide holistic financial planning solutions across the full suite of financial planning solutions
• Achieve revenue targets set by the business and regional manager
• Drive cross-selling and refer business into other parts of the group
• Maintain and nurture existing client relationships and identify new advice needs
• Generate new client enquiries and advice income
• Undertake sales and marketing activity in line with local, regional, and national plans
• Provide expert independent advice in compliance with relevant regulations and Titan policies and values
• Maintain technical and general industry knowledge
• Ensure client advice and reports comply with company processes and regulatory requirements
• Deliver a positive client service experience and appropriate client outcomes
• Establish relationships with other Titan group business units and external professional connections
• Highlight training needs and maintain up-to-date product knowledge
• Perform ad hoc duties and adhere to consumer duty and TCF/RCR practices