Trade Support Analyst

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.

Global Prime Partners (GPP) is a subsidiary of Titan Wealth. GPP 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, GPP also serves a significant number of institutional broker-dealers and institutional investor clients.

The stated aim of Titan Wealth Solutions is to grow the platform to £50 Bn of assets within the next three years via acquisition and organic growth.

The role

We are looking for a Trade Support Analyst who can maintain and develop positive, long-term relationships with existing & new clients, whilst maintaining our reputation of providing innovative, quality, and integrated solutions that drive efficiency into every part of the wealth management cycle.

Job Responsibilities

• Investigate reconciliation differences, both internally and externally with the ability of providing preventative measures moving forward.
• Maintain excellent communication with clients to answer queries and resolve issues escalating when required.
• Monitor short positions AT BNY and monitor CREST to reduce failed trades and resolve any challenges. Assist with data entry and Tercero database maintenance.
• Liaising with internal departments to ensure client needs are fulfilled effectively, i.e., Risk & Compliance, Treasury, Corporate Actions & Reconciliations
• Collaborate with team and Client relationships Managers to conduct operational reviews to identify opportunities for process improvement.
• Support broader Wealth Operations team with ad hoc projects. 

Job Requirements

• Team player with customer focused approach and eye for detail.
• Strong verbal and written communication skills.
• Experience in Wealth Management industry ideal
• Strong understanding of CASS 6 & CASS 7 rule & regulations.
• Knowledge of stock pricing and CREST/Euroclear Domestic market settlements advantageous.

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.