Settlement Associate

Titan Wealth Holdings Limited; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in the City Of London is seeking an associate for a 12-month fixed-term contract to support their global client base during the trade lifecycle. The role involves managing transactions, addressing client queries, and identifying potential risks. Candidates should have a 2:1 degree in Finance or related fields and possess strong communication skills. This opportunity offers a competitive salary and hybrid working model.

Benefits

Competitive salary

Employee Pension Scheme

Annual Leave + public holidays

Hybrid working

Further education support

Qualifications

• Ability to manage demanding situations calmly and effectively.
• Experience in high volume, global equity/fixed income settlements function.
• Comfortable working closely with senior management.

Responsibilities

• Manage pending transactions and liaise with clients and service providers.
• Handle ad-hoc queries regarding platform/reporting issues.
• Identify and escalate various risk types.

Skills

Communication skills

Problem resolution

Risk identification

Stakeholder management

Education

2:1 degree in Economics, Finance, or Business Management

Job 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.

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 Settlement & Custody (TS&C) is a subsidiary of Titan Wealth. Titan Settlement & Custody is an FCA regulated investment firm that provides:

• Custody services to predominantly discretionary fund managers (DFMs) and independent financial advisors (IFAs)
• Clearing and settlement services mainly on an agency basis for its DFMs and IFAs
• Trade execution services mainly for its DFMs, IFAs and institutional clients
• Utilising the same core infrastructure, Titan Settlement & Custody also serves a significant number of institutional broker‑dealers and institutional investor clients.

The role

The purpose of this role is to provide professional day to day support to our Global Client base during the trade lifecycle. Over and above the day‑to‑day responsibilities outlined below, the associate will help maintain an inclusive and open environment and be unafraid to challenge the status quo. The role sits within the Clearing & Custody Settlements team which has responsibility for providing professional support to a diverse and global client base during the post trade lifecycle in multi asset class securities across all our business lines.

This is a 12-month fixed-term contract - 35 hours a week - 9am to 5pm Monday to Friday.

Responsibilities

• Effectively manage pending transactions, liaising with clients and service providers for resolution.
• Deal with ad‑hoc queries regarding platform/reporting issues, trading activities, cash/position management etc.
• Identification and escalation of various risk types.
• Identification and escalation of potentially problematic or suspect transactions.
• Managing failing transactions and reporting to management.
• Assist with compilation and distribution of MI to help with risk management and tailored client service.

Requirements

• A recent 2:1 degree minimum, ideally for a subject such as Economics, Finance or Business Management.
• Demonstrable ability to deal with demanding situations calmly and effectively.
• Comfortable working closely with senior management and stakeholders, with the ability and confidence to challenge the status quo and put forward new ideas.
• Effective written and verbal communication skills.
• Ability to identify and escalate potential and problematic situation with own initiative
• Experience in high volume, global equity/fixed income settlements function. Ideally from a Custody/Settlements/Clearing Ops background (preferable)
• Experience in a settlements role (preferable)

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
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-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.