Trainee Portfolio Adviser

Titan Wealth Holdings Limited; Harrogate; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services company based in Harrogate is seeking an entry-level candidate for an investment operations role. The position involves supporting the discretionary investment team in managing client portfolios and requiring a commitment to obtaining the Investment Advice Diploma. The company offers a competitive salary, hybrid work model, and various employee benefits.

Benefits

Competitive salary

Attractive Employee Pension Scheme

25 days Annual Leave

Private medical insurance

Discretionary performance-related bonus

Qualifications

• Willingness to work towards investment advice qualification.
• Experience within a Wealth Management firm is advantageous.
• Strong interpersonal skills for dealing with colleagues.

Responsibilities

• Assist in monitoring discretionary client portfolios.
• Support placing and booking trades across various assets.
• Prepare performance and compliance reports for meetings.

Skills

Strong analytical skills

Strong written and verbal communication skills

Ability to work autonomously

Good understanding of investments

Education

CISI Level 4 Investment Advice Diploma (IAD) or equivalent

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.

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.

The role

To support the discretionary investment team in the management and administration of client portfolios, while developing practical investment knowledge and progressing towards managing responsibilities. This is an entry-level training position designed to provide a broad foundation in discretionary investment operations.

The company offers a hybrid home and office based working model, with the preference for the successful candidate to be in the Harrogate office at least 4 days per week. Travel maybe required to the Peterborough and London offices when needed.

Responsibilities

• Assist in monitoring discretionary client portfolios, ensuring investments remain aligned with mandates and suitability parameters.
• Support the placing and booking of trades across equities, funds, fixed income and alternative assets under the supervision of senior team members.
• Assist in preparing performance, valuation and compliance reports for client meetings and internal reviews, where required.
• Handle day-to-day client instructions, liaise with operations teams for settlement, corporate actions, and cash management.
• Support desk-wide initiatives such as model portfolio reviews, investment committee preparations, or platform migration tasks.
• Ensure all work adheres to internal compliance procedures and FCA regulatory requirements, including treating customers fairly and client confidentiality.

Requirements

• Be willing to work towards CISI Level 4 Investment Advice Diploma (IAD) or equivalent.
• Be willing to undertake rotational shadowing across investment operations, compliance and dealing to build well-rounded knowledge.
• Experience within a Wealth Management firm with a good understanding of investments would be advantageous,
• A professional and personable communicator who is comfortable dealing with colleagues at varying levels.
• Strong analytical and numerical skills.
• Have strong written and verbal communication skills.
• Be adept at building relationships.
• Ability to work autonomously.
• Experience of working in fast paced environment.

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

Creativity– we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors

Commitment– we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.

Collaboration– we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement

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

- 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.