Adviser Technology Assistant - Hybrid - Bristol

About us

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.

Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients.  With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.

The Adviser Tech Assistant will work from the Bristol office on a Hybrid basis, 3 days a week and support the effective running, governance, and optimisation of core business systems used across the organisation, including advisers, client support teams, paraplanners, and other operational users. The role will ensure users have appropriate access, systems are maintained effectively, and queries are resolved efficiently, while contributing to key projects, integrations, and system improvements. 

This is an exciting opportunity to join Titan as we continue to grow and scale. Candidates joining us at this pivotal stage will have the chance to make a real impact on the success of the business.  

• Support system governance across key platforms, ensuring appropriate usage, controls, and data integrity
• Manage user access and permissions across systems for all business users, including onboarding (joiners) and offboarding (leavers)
• Administer and monitor system licenses, ensuring optimal allocation and compliance
• Respond to system, access, and data-related queries via shared inboxes in a timely and professional manner
• Provide day-to-day support for core business systems used across the organisation, including IO, FE Analytics, AssureWeb, SmartSearch, and DocuSign
• Support a wide range of users including advisers, client support teams, paraplanners, and other operational stakeholders
• Assist with system integrations and ensure data flows correctly between platforms
• Support IO migrations, including setup, validation, and issue resolution
• Assist with internal projects, including system upgrades, enhancements, and process improvements
• Maintain accurate documentation of processes, system configurations, and access controls
• Identify opportunities to improve system usage, efficiency, and user experience across all user groups
• Work collaboratively with stakeholders across the business to support operational needs

• Strong organisational skills with the ability to manage multiple systems and priorities
• High attention to detail, particularly around access control and data handling
• Strong problem-solving skills with a proactive and solutions-focused mindset
• Excellent communication skills, with the ability to support a range of users with varying technical knowledge
• Ability to work effectively within a small team while supporting the wider business
• Comfortable working with systems, data, and administrative tools
• Experience managing user access, licenses, or system administration (desirable)
• Exposure to financial services platforms or CRM/back-office systems (desirable)

• Degree or equivalent experience in a relevant field (e.g. Business, IT, Operations) – desirable
• Experience in a systems support, operations, or admin role – desirable
• Familiarity with financial services systems (e.g. IO, FE Analytics, AssureWeb, SmartSearch, DocuSign) – desirable

• Business Operations Director 
• Regional Managing Directors 
• Head of Central Operations
• Head of Corporate Administration 
• Head of Operations Excellence  
• Client Operations Director 
• Compliance, Risk, Technology and Data teams 

• Adhere to all FCA regulations including consumer duty.
• To highlight to your line manager procedures & processes that do not adhere to the principles of TCF/RCR and to put forward suggestions that improve the TCF/RCR practices within the department.

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

Terms

 -Competitive salary

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

- 25 days Annual Leave + public holidays

- Buy and sell holidays up to 5 days

- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

- Hybrid working

- Further education and training support

- Discretionary performance related bonus

- Confidential Employee Assistance Programme

- 2 days per year for voluntary work

- 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.