Jobs at Titan Wealth (Now Hiring) — 30 open

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 Wealth Planning (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals.

The Business Processing Team Leader is responsible for leading and managing the national Business Processing Team — the specialist back-office function within Central Business Operations that owns all post-acceptance processing across the Wealth Advice Division.

The role exists to ensure that every new business case is processed accurately, on time, and to a consistent standard across all 22,500 client households. The Team Leader is the single point of accountability for best execution compliance, fee accuracy, IO data integrity, and tracker management — and is the primary link between the Business Processing function and Central Business Operations leadership.

\nKey Responsibilities

Team Leadership and People Management

• Lead, manage, and develop the Business Processing Team.
• Set clear performance expectations for every team member against the six-step processing standard.
• Conduct regular one-to-ones, performance reviews, and development conversations.
• Monitor individual and team throughput, quality, and SLA compliance on a daily basis.
• Manage absence, capacity, and workload allocation across the team.
• Support the onboarding and training of new team members onto all relevant platforms and processes.

 

Processing Quality and Oversight

• Own and maintain the six-step processing standard — Check, Fees, Submit, Monitor, Update, Close — ensuring every case follows the same process without exception.
• Conduct weekly audits of completed cases to verify quality, accuracy, and data cleanse compliance.
• Ensure that Step 6 record closure and IO data cleanse is completed on every case on the day of settlement.
• Identify and address recurring error types through targeted training and process updates.
• Act as the escalation point for all processing exceptions, provider delays, and compliance concerns.
• Ensure best execution timelines are monitored and met on every transfer case.

Critical KnowledgeCritical SkillsExperience RequiredQualifications (Essential and Desirable)Key Interfaces (Internal and External)Other Information\n

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.

 

 

Some of our benefits:

- Competitive salary 

- Private Medical Insurance post probation

- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)

- 25 days Annual Leave (plus buy and sell up to 5 days)

- Office Christmas close (3-days)

- Life Assurance

- Health cash plan

- Hybrid working

- Discretionary performance related bonus

- Employee Assistance Programme

- 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.