Titan Group

Financial Services

FinancialServicesAdministrationManager

£60–85k ~AI est. Edinburgh, United Kingdom FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Financial Services Administration Manager at Titan Group. Skills: Team management, Operational excellence, Relationship management. Act as a trusted leader. Embed company culture and values”

Industry & Context.

Financial Services
Problems you'll solve

Problem solver; Analytical skills

What They're Looking For.

Must Have

Manage an administration team, Ensure high service levels, Ensure operational efficiency, Understand compliance, Understand risk, Understand governance

Nice to Have

Progress towards regulated diploma in Financial Planning (QCF Level 4) or equivalent

What You'll Do.

Act as a trusted leader

Embed company culture and values

Promote collaborative work environment

Build and maintain trust

Lead team with transparency

Ensure high motivation and performance

Promote positive team culture

Encourage continuous learning

Ensure alignment of recruitment processes

Ensure alignment of training processes

Ensure alignment of performance management processes

Ensure adherence to best in class processes

Deliver high quality services

Deliver timely services

Deliver accurate services

Oversee management of client records

Ensure compliance with internal standards

Ensure compliance with regulatory requirements

Manage workloads effectively

Prioritize workloads effectively

Ensure smooth operations

Ensure efficient operations

Monitor invoicing processes

Monitor income recording processes

Monitor matching processes

Maintain focus on continuous process improvement

Identify inefficiencies in processes

Address inefficiencies in processes

Ensure team follows procedures

Contribute to maintaining operational standards

Build strong relationships with advisers

Build strong relationships with clients

Build strong relationships with internal teams

Build strong relationships with external providers

Work with Head of Operations

Work with senior managers

Ensure team operations align with business strategy

Ensure team operations align with business goals

Promote collaboration across departments

Ensure stakeholders are engaged

Ensure stakeholders work towards common objectives

Act as role model for regulatory adherence

Ensure team operates within FCA guidelines

Ensure team operates within company guidelines

Embed Treating Customers Fairly principles

Embed Retail Conduct Risk principles

Identify potential risks

Escalate potential risks

How You'll Work.

Team & Collaboration

Cross-functional teams; Across departments

Communication Scope

Written communication; Verbal communication

Full Job Description

## Description 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. ## Responsibilities Trusted Leadership & Team Culture: Act as a trusted leader, setting an example in integrity, professionalism, and fairness. Ensure the company’s culture and values are embedded within the team, promoting a collaborative, supportive, and high-performance work environment. Build and maintain trust with team members, advisers, clients, and other stakeholders, ensuring that all interactions are consistent with the company’s values. Lead the team in a way that fosters transparency, mutual respect, and open communication. Team Management & Development: Lead, coach, and support the client administration team, ensuring high motivation and performance across all roles. Promote a positive team culture, encouraging collaboration, continuous learning, and professional development. Ensure that recruitment, training, and performance management processes are aligned with company values and best practices. Operational Excellence: Ensure the team consistently adheres to ‘best in class’ processes, delivering h

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