TraineeInvestmentAdvisor

## 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. Reporting into a designated member of the investment team, The trainee will work within a team of senior investment managers to provide support in all aspects of the investment management process. ## Responsibilities To represent the company to clients, potential clients and introducers of clients at the standard necessary and to develop the business in accordance with strategic and financial objectives. To provide comprehensive administrative support to a team of investment managers. Participation in all aspects of client reporting, including periodic valuations, ad-hoc transactions and performance monitoring. Resolve queries from clients either by telephone or letter, with the assistance of qualified members of your team To maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties and the regulator. These standards will be the minimum provided by law but may be extended by company policy. To adhere to the culture of compliance adopted throughout the company