Senior Investment Manager - Harrogate, North Yorkshire, United Kingdom - Titan Wealth Holdings Limited

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.

Cardale is an investment management and financial planning business founded in 2003 and based in Harrogate.

Cardale operates as the Titan Wealth Group's North of England hub and offers:

• A dynamic and experienced management team who have reinvested into the firm postacquisition, supported by a robust governance structure, and embedded compliance culture.
• Forward looking and sustainable growth, strategically driven by high quality earnings, organic growth, selective acquisitions, and a stable cost base.
• A differentiated operating model with all key functions handled inhouse to ensure adherence to stringent ‐financial systems and controls and maximum protection for client assets.

To manage the relationship and investments of clients on a discretionary basis and to provide any other related services which fall within the Client Agreement.

The role is based within our Harrogate office.

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 develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.

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.

Minimum of 5+ years of Investment Management related experience
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
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 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.

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