Titan Wealth Holdings

Software Engineer

• Taking responsibility and ownership of Anaplan system and development, including continuous improvement and review of existing structures and new development of models in line with reporting requirements.
• Work with FP&A and other business SMEs on expanding on Anaplan use cases
• Continuously updating model architecture to ensure alignment with changing business requirements and M&A activities.
• Engage with IT to integrate data flows from other internal systems (e.g. Data Warehouse) / software (e.g. NetSuite, HiBoB) and Anaplan
• Ensure data accuracy, integrity and user security controls and develop additional measures where necessary.
• Design UX pages and dashboards aimed at increasing user engagement
• Design, develop and deliver appropriate training (incl. training documents) to users depending on their various use cases
• Undertake any other duties that may reasonably be required.

Anaplan Developer

Payroll

• The Payroll Executive will be responsible for managing payroll across the group, including associated entities and upcoming acquisitions.
• This role plays a pivotal part in harmonising payroll operations to ensure consistency, compliance, and accuracy.
• As the payroll migration lead, the individual will oversee all phases of system transition - from planning through go-live and post-implementation review - including ownership of the discovery phase, execution of parallel runs, and assurance of seamless end-to-end process alignment.
• This is a 6-month fixed-term contract - 35 hours a week - 9am to 5pm Monday to Friday.

Payroll Executive

Operations

• Plan and execute distribution operations initiatives, ensuring alignment and consistency across Wealth Management.
• Lead operational integration for M&A activities within distribution, translating project outcomes into actionable steps.
• Review and refine existing processes to enhance efficiency and scalability across the distribution network.
• Collaborate with senior management, operations teams, and key stakeholders to deliver smooth transitions and operational improvements.
• Host training sessions and deliver presentations to ensure successful adoption of new processes and systems.
• Extract and analyse operational data to identify trends, inform decisions, and drive continuous improvement.
• Identify, lead, and deliver continuous improvement projects within distribution operations to drive efficiency, reduce risk, and enhance client and adviser experience.
• Supporting broader Titan wealth team with ad hoc projects.
• Adhere to all FCA regulations including consumer duty.

Distribution Operations Manager

Chief Technology Officer

• Act as the operational and strategic right hand to the Group CTO, providing oversight across financials, risk, suppliers, governance, and delivery.
• Own the creation and maintenance of an executive-level dashboard providing real-time visibility on key technology metrics.
• Track budget vs actual spend, forecast future spend, explain variances, and ensure cost control across the technology function in collaboration with the Finance team.
• Maintain supplier oversight, track contract renewals, schedule supplier reviews, assess performance, and monitor spend across vendors.
• Identify, track, and manage technology risks, including operational risks, technical debt, security vulnerabilities, and audit actions.
• Aggregate and report on project risks/issues, Agile performance metrics, and track progress on forecasted business benefits.
• Maintain org structures, track performance ratings, e-learning completion, department objectives, and individual/team performance.
• Ensure technology governance frameworks are followed, supporting leadership with structured decision-making insights.
• Act as a key liaison between the Group CTO, leadership team, and other stakeholders to ensure alignment on priorities.
• Identify inefficiencies in operational workflows and recommend improvements to enhance productivity.
• Support the Group CTO with special projects, board reporting, and any urgent initiatives requiring structured execution.
• Adhere to all FCA regulations and Consumer Duty outcomes.

Head of Business Management, CTO

• To support the Group Head of Tax in developing and underpinning Group Tax Strategy.

Tax Manager

Financial Planning and Analysis

• To manage clients’ investments (including providing investment advice) to meet the clients’ investment objectives within the scope of their declared risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
• To represent the company to clients, potential clients and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
• To maintain good client relationships.
• To encourage a culture of compliance throughout the company.
• To manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
• To develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
• To comply with the Consumer Duty to act to deliver good outcomes for clients.
• To maintain compliance with the honesty and integrity, training and competence and financial soundness requirements of the FIT and Proper Test for Approved Person and act in accordance with the FCAs Code of Conduct.
• To carry out any other duties as may reasonably be required.
• Adhere to consumer duty.

Senior Investment Manager

• Lead and manage the Titan Wealth Adviser Academy, including recruitment, training, and development of financial advisers and paraplanners
• Foster a collaborative and high-performance culture within the academy and set performance goals
• Develop and implement comprehensive training programs for new and recently qualified financial advisers
• Lead the selection, assessment, onboarding and transition process, ensuring focus on quality of candidates
• Provide ongoing mentorship and support to academists and ensure high retention levels
• Develop strategic plans to attract new financial advisers and expand the academy
• Work with internal partners and external commercial partners to identify and enable career pathways into the Adviser Academy
• Run regional selection events and candidate intakes across identified Regional offices
• Build relationships with graduate and further education establishments to facilitate early careers pipeline
• Ensure compliance with regulatory requirements and company policies and implement risk management strategies
• Drive oversight of central T&C scheme with regional and central compliance managers and supervisors

Head of Financial Adviser Academy

Compliance

• The Titan Group provides a broad range of services across the whole wealth value chain – financial planning, investment management, platform, trading, settlement and custody services.
• Titan Wealth is expanding rapidly through strategic acquisitions, combining start-up energy with private equity backing.
• Titan Wealth Planning (TWP) provides advice on wealth management, employee benefits and retirement planning.
• Role: experienced and technically strong Compliance Officer focusing on complaint handling, root cause analysis and advisory oversight across multiple financial planning businesses.
• Responsibilities:
• Act as a key compliance advisory point across TWP, supporting regulated financial advice activities.
• Manage and oversee the complaint handling process, ensuring timely resolution, root cause analysis and appropriate remedial action.
• Support the design, implementation and review of compliance policies and procedures, ensuring alignment with FCA requirements and Titan Wealth Group standards.
• Deliver clear and pragmatic compliance advice to business stakeholders on regulatory matters, including suitability of advice, financial promotions, clients’ disclosures and product governance.
• Participate in compliance monitoring reviews and thematic projects, providing expert input where required.
• Support training and development initiatives to enhance compliance understanding across adviser and operational teams.
• Contribute to regular compliance reporting to the Head of Compliance Advisory and senior management.
• Monitor regulatory developments and address their impact on the firm, communicating implications and recommending actions.