Titan Wealth Holdings Limited

Following Titan Wealth's acquisition of Innes Reid , we are seeking an experienced Financial Planner to join the Chester office and play a key role in the next chapter of the firm's growth. Established for over 26 years, Innes Reid has built an outstanding reputation within the financial planning market through entirely organic growth. The business employs around 30 people, including 10 Financial Planners, and generates between 40 and 60 client enquiries every month through its strong reputation and referral network. The firm takes a selective approach to client onboarding, focusing on building long-term relationships with individuals and families who value high-quality financial advice. Their client base primarily consists of professionals, business owners, self-employed individuals and retirees seeking trusted, holistic financial planning support. The Opportunity This position has arisen due to the planned retirement of a long-serving Director who has been with the business for more than 20 years. As a result, the successful Financial Planner will inherit a mature and established client portfolio, providing an exceptional platform from which to build a long-term and successful career. The portfolio consists of approximately: 200-230 households Over £450,000 in recurring annual revenue Significant assets under management A loyal and established client base Continued access to quality leads generated by the business Alongside inheriting existing relationships, you will also benefit from ongoing lead generation and referral opportunities, creating scope for further growth over time. The Role You will be responsible for delivering holistic financial planning advice and managing long-term client relationships across a broad range of financial planning needs, including: Retirement Planning Investment Advice Pension Planning Estate Planning Protection Planning Intergenerational Wealth Planning You will work closely with a highly experienced support team and be backed by dedicated administration and paraplanning support, enabling you to focus on client outcomes and relationship management. About You We are interested in speaking with Financial Planners who combine technical capability with excellent interpersonal skills. You'll ideally demonstrate: Previous experience as a Financial Planner / Financial Adviser Level 4 Diploma qualified (minimum) Strong relationship-building and communication skills A client-centric approach to financial planning A stable and consistent career history Professionalism, warmth and credibility when engaging with clients The ability to build trust and establish long-term relationships Whilst technical experience is important, personality and cultural fit are equally critical. The hiring manager is looking for somebody who clients naturally feel comfortable with and who embodies the firm's relationship-led approach to financial planning. On-site and nearby parking available Due to the nature of the client base and team culture, advisers are expected to maintain a strong office presence and actively engage with colleagues and clients. This is a hybrid working role - 3 days in the office and 2 from home.

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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the Norwich patch, and will be expected to attend the Norwich office circa 2 days a week/as required You'll be managing a team of roughly 20 Advisors - relevant experience is a must, as well as strong team management experience, managing through complex change due to integrations. As Regional Manager, you will: Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills: Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience: Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications: Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this SPS holder 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. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - 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.

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. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office in Sutton . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About You Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment 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. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - 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.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. About the Role As a Technical Business Analyst embedded within the UK Wealth & Financial Planning agile team, you will act as the bridge between business stakeholders and the technical delivery team. You will be responsible for translating complex financial planning and wealth management processes into clear, actionable requirements that drive high-quality technology solutions. Responsibilities Requirements Elicitation & Analysis Lead the elicitation, documentation, and validation of business and technical requirements across wealth and financial planning processes Facilitate workshops and interviews with advisers, paraplanners, and operational stakeholders to capture current-state pain points and future-state needs Produce high-quality artefacts including process maps, user stories, use cases, and functional specifications Define and validate acceptance criteria in collaboration with the Product Owner and QA teams Document and assess integration requirements, including API-based connections between advice platforms, CRM systems, and third-party data providers Process Analysis & Improvement Analyse end-to-end advice and financial planning journeys to identify inefficiencies and opportunities for technology-led improvement Map as-is and to-be processes, ensuring alignment with regulatory and compliance requirements Identify opportunities to embed AI-powered tooling into advice workflows - such as automated fact-find analysis, AI-assisted suitability report generation, or intelligent document processing - and translate these into structured requirements Agile Delivery Support Work closely with the Product Owner to refine and maintain a well-groomed backlog Participate actively in sprint ceremonies - refinement, planning, reviews, and retrospectives Support the development team in understanding requirements throughout the delivery lifecycle, resolving ambiguity quickly and pragmatically Stakeholder Engagement Build trusted relationships with senior stakeholders across advice, planning, and operations Communicate complex technical and process changes clearly to non-technical audiences Provide regular progress updates and facilitate sign-off on key deliverables Continuous Improvement Champion best practice in business analysis, agile delivery, and financial services Actively leverage AI tools in day-to-day analysis work - including using AI assistants for documentation drafting, requirements synthesis, and process modelling - and encourage adoption across the team Mentor junior team members and contribute to the development of BA standards across the function Experience Experience as a Technical Business Analyst, ideally within financial services or fintech Demonstrable experience working within agile cross-functional delivery teams Strong understanding of UK financial planning processes, including advice suitability, fact-finding, and client onboarding Experience with wealth management platforms and advice technology is highly desirable Practical experience using AI tools to improve personal productivity and inform solution design Working knowledge of core technical concepts including RESTful APIs, data integration patterns, and system authentication methods Skills Expert-level ability to produce clear, structured requirements documentation and process maps Proficient in agile tools such as Jira, Confluence, or Azure DevOps Strong analytical and problem-solving skills with a data-driven approach Excellent stakeholder management and communication skills across all levels SQL proficiency is a plus Education Bachelor's degree in Business, Finance, Computer Science, or related field preferred BCS, IIBA (CBAP), or equivalent BA certification is a plus 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 - Office Christmas close (3-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.

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. About the Role We're looking for a Mortgage & Protection Administrator to join our friendly and growing Mortgage Team based in our office in Hull . This is a fantastic opportunity for someone with at least one year's experience in a Mortgage administration role, who is working towards (or keen to start) CeMAP, and is genuinely interested in building a long-term career in the mortgage and wider financial planning world. You'll be part of a close-knit team of around six advisers and administrators, known for being supportive, collaborative and welcoming - a motivated team who enjoy sharing knowledge and developing together. Why Join Us? This role is ideal if you're looking to break into the mortgage market or take the next step in your career. We actively support and encourage progression, with clear opportunities to move into: Mortgage Adviser Mortgage & Protection Specialist Wider Financial Planning (FP) roles We believe in developing well-rounded professionals and regularly support individuals who want to expand into the broader financial planning world, beyond mortgages alone. Responsibilities Providing full administrative support to mortgage and protection advisers Managing client documentation and maintaining accurate records Liaising with clients, lenders, insurers and third parties professionally Supporting the mortgage application process from submission through to completion Ensuring a high standard of client service at all times Assisting with compliance and internal processes, in line with FCA requirements About You Minimum 1 year's experience in Mortgage administration Working towards CeMAP (or motivated to start) Strong organisational skills with excellent attention to detail Confident communicator, comfortable dealing with clients and stakeholders A team player who enjoys working collaboratively in an office-based environment 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. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - 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.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The Interim Tax Manager will oversee the management of the group's tax reporting, compliance and payment obligations, ensuring accuracy, timeliness and robust governance procedures, we are looking for someone who is Big 4 trained, CTA and or ACA/ACCA qualified and used to working in a fast paced environment with plenty of stakeholder management. Responsibilities Oversee the preparation, review and submission of the UK corporation tax returns (CT600), computations and supporting documentation Co-ordinate group relief, loss utilisation and CIR calculations Manage the UK corporation tax payment process, including preparation of forecast tax figures for QIP purposes Support and prepare calculations for the UK statutory accounts tax disclosure process and explanations for external audit Undertake balance sheet reconciliation of the tax accounts Act as a primary point of contact with HMRC on BAU tax matters Support the Group Head of Tax with the Tax Control Framework, including Senior Accounting Officer (SAO) requirements and evidence packs Manage HMRC enquiries, correspondence and information requests Support the Group Head of Tax on cross border tax matters such as CFC reviews, transfer pricing, CT61 filings and compliance updates Support on the centralisation and automation of the VAT reporting process Prepare UK VAT returns (additional training may be provided where required) and manage payments and reconciliation process Build networks with UK teams/stakeholders and external advisors to foster supportive, collaborative and open working relationships Undertake tax technical research to address ad hoc tax queries and to support the Group Head of Tax on specific matters Occasional employment tax matters Critical Skills and Experience required Excellent communication skills, specifically with non-tax proficient stakeholders Confidence to advance work independently and with accountability for delivery High attention to detail Professional mindset in communications and behaviour Driving work through to completion, maintaining momentum throughout Ability to prioritisation work effectively across different teams Agility to develop in role as the Group grows Anticipate deadlines and workflows to manage deliverables Qualifications (Essential & Desirable) CTA and/or qualified accountant (ACA or ACCA) c5 years+ post-qualifying experience (desirable) Trained within a leading professional services firm (Top 6 UK desirable) Experience with financial services (desirable) Tax training on specific VAT and employment taxes can be provided where required Experience of working within ERP systems (specifically NetSuite and Anaplan) and within VAT reporting platforms Key Interfaces (Internal and External) Internal stakeholders include Finance, Legal, M&A, Risk, and the wider central functions and commercial teams External stakeholders include advisors, auditors and HMRC Other information Hybrid - 3 days in-office working, at least 1 day per week aligning with Group Head of Tax 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 - Office Christmas close (3-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.

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. Are you an experienced leader in financial planning, ready to take the next step in your career? We are seeking a Regional Manager to lead our team of Private Client Financial Planners across the South of England. You'll play a pivotal role in delivering outstanding financial advice and service to our valued clients, while driving business growth and supporting the professional development of your team. The role will be looking after the Norwich patch, and will be expected to attend the Norwich office circa 2 days a week/as required You'll be managing a team of roughly 20 Advisors - relevant experience is a must, as well as strong team management experience, managing through complex change due to integrations. As Regional Manager, you will: Achieve team revenue and new business targets. Ensure the team focus on delivering an excellent service to all clients. Ensure the team deploy and understand our core proposition. Coach, develop and motivate the team to ensure they perform at a high level, strive for excellence and deliver individual and business goals. Address any training and development needs, ensuring direct reports have a personal development plan. Work alongside the T&C Manager to ensure continued compliance with KPIs and wider performance measures. Lead business development campaigns, with support from the Business Development Team. Ensure the team proactively work with the wider group and identify opportunities to cross refer clients. Maintain effective internal relationships to ensure the smooth flow of client work through the advice process. Proactively develop customer relationships by making efforts to listen and understand the customer (both internal and external). Support the delivery of key projects, sometimes leading their deployment. Set clear personal objectives that are SMART and challenging, review objectives and feedback regularly in one to ones and performance reviews. Express ideas effectively in individual and group situations, adjusting language or terminology to the characteristics and needs of the audience. Maintain and promote social, ethical and organizational norms in conducting internal and external business activities. Work effectively across the business, taking actions that respect the needs and contributions of others, contribute to and accept the consensus. Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business. Create an environment where colleagues feel safe and are encouraged to challenge existing practices to provide improvements and efficiencies. Critical Skills: Awareness of operational, regulatory and conduct risk, which may impact on the business. Responsible for reporting to their line manager any risk which may impact on the business. Ability to deliver coaching and training to individuals and groups Ability to set objectives and manage the performance of staff Ability to work on own direction, delegate and run projects. Critical Knowledge and Experience: Attain a satisfactory level of technical and professional skills/knowledge in job-related areas, keep abreast of current developments and trends in areas of expertise. Financial planning experience Line management experience Coaching and leadership experience Qualifications: Essential - Diploma in Financial Planning (or equivalent) Desirable - Advanced Diploma in Financial Planning/Chartered Financial Planner or willingness to progress to this SPS holder 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. Some of our benefits: - Competitive salary - Private Medical Insurance post probation - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee) - 25 days Annual Leave (plus buy and sell up to 5 days) - Office Christmas close (3-days) - Life Assurance - Health cash plan - Hybrid working - Discretionary performance related bonus - Employee Assistance Programme - Lunch and snacks provided in the Bristol office. - 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.

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice-led wealth management services, giving financial advisers and their clients the best opportunity to fulfil their dreams and ambitions. We provide a dynamic work environment full of opportunity, one where both individual and team initiative and contribution is encouraged, so that together we can deliver better outcomes for our clients over the long term. The role The Procurement Specialist will be instrumental in establishing Titan Wealth's procurement function from the ground up, shaping supplier strategy, frameworks, and governance. This role combines strategic sourcing, supplier management, and compliance oversight to drive value across the Group. With significant opportunities for cost optimisation and supplier consolidation, the successful candidate will need to be a strong communicator who can engage stakeholders, lead change, and embed new processes effectively. This is a hands-on role requiring commercial acumen, negotiation skills, and the ability to operate independently in a fast-paced, entrepreneurial environment. Department Build-Out - This role is pivotal in establishing the procurement function from scratch within Titan Wealth. The successful candidate will be responsible for supporting the design and implementation of procurement frameworks, policies, and processes, laying the foundation for a scalable and effective procurement operation. This includes setting up supplier management structures, governance models, and reporting mechanisms to support the Group's strategic goals. This role will report to the Group Head of Procurement and Vendor Management. Responsibility Design and implement procurement processes and governance from the ground up Establish procurement frameworks, tools, and reporting dashboards to support a newly formed function Act as the procurement lead in building a best-in-class function within a fast-paced, entrepreneurial environment Support the development and execution of the Group's procurement strategy in line with business objectives Manage end-to-end procurement processes, including supplier selection, RFPs, contract negotiation, and onboarding Establish and lead procurement processes from the ground up, including documentation, supplier evaluation, and governance. Manage supplier relationships to ensure performance, compliance, and value delivery across indirect spend categories. Drive cost optimisation, risk mitigation, and operational efficiency through strategic sourcing and process improvement. Develop and maintain dashboards and reporting tools to track savings, supplier performance, and procurement activity. Collaborate with internal stakeholders to align procurement strategies with business needs and budget objectives. Ensure procurement activities comply with regulatory standards and internal policies. Lead contract negotiations, supplier onboarding, and performance reviews using KPIs and analytics. Maintain accurate procurement data, including contracts, spend analysis, and third-party risk documentation. Operate independently to build procurement frameworks and influence senior stakeholders for successful outcomes. Requirements Technology & Operational Insight - Experience working within a Finance/Technology function, understanding IT delivery, supplier management, risk, and governance Stakeholder Management & Communication - Strong ability to engage and influence senior technology leaders, suppliers, and finance teams, ensuring alignment and effective decision-making You must have experience in Procurement and especially in a fast paced working environment Degree or equivalent in Business, Supply Chain, Procurement, or related field (CIPS qualification desirable) Minimum 3-5 years' experience in procurement, ideally within financial services or a regulated environment Experience with procurement systems (e.g. Coupa, SAP Ariba) and spend analytics tools Key Competencies Strategic thinking and commercial awareness Strong analytical and problem-solving skills Excellent communication and stakeholder engagement Ability to manage multiple priorities in a fast-paced environment High attention to detail and organisational skills 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 - Office Christmas close (3-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.