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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.
This role is operating within the wealth business and closely aligned to our central data team, you will play a key role in shaping, modelling, and interpreting data that drives decision making across our advisory, investment, operations, and client service teams. Making across our advisory, investment, operations, and client service teams.
Responsibilities
Data Analysis & Business Insight
- Partnering with business stakeholders to understand business questions and deliver actionable insight.
- Analysing key Group Wide metrics such as AUM, flows, adviser productivity, client segmentation, charging structures, and operational process performance.
- Identifying and addressing data quality issues, working across the data lineage from source systems to dashboards.
SQL Development & Data Engineering Support
- Writing expert-level SQL for extracting, transforming, and validating data.
- Proactively identifying performance bottlenecks, indexing and optimisation techniques.
- Collaborating effectively with central data engineering teams to maintain reusable datasets within SQL Server and Azure Fabric.
- Preparing and validating datasets used by Data Scientists for AI and ML solutions
Data Warehousing & Modelling
- Applying data warehousing principles, including dimensional modelling, SCDs, conformed dimensions, and KPI standardisation.
- Helping shape curated, governed datasets in Data Lake suitable for advanced analytics and self‑service reporting.
Power BI Reporting (Data Modelling + UX)
- Designing robust semantic models in Power BI using best‑practice star schema principles.
- Using accessible and consistent UX design aligned with business standards.
Collaboration & Communication
- Supporting the business with building self-service capability by developing understanding of how data works and the value add it provides to solving operational or client related problems.
Quality, Control & Delivery Discipline
- Utilising Git for source control, including pull requests, naming conventions and peer review.
- Participating in testing, reconciliation, validation, and release processes Ensuring all analytical assets are secure, traceable, and reusable.
- Effectively collaborating with Architects and Engineers to validate technical solutions.
Other Responsibilities
Supporting the broader Titan team by taking on any other duties in line with your roles that may be reasonably requested of you.
Critical Skills and Experience required
- Strong SQL skills, including building complex views and stored procedures independently.
- Solid data engineering experience, with good Git/source control practice and the ability to design simple, reliable solutions.
- Advanced Power BI skills, including semantic model design, DAX, and creating high‑quality reports.
- Good understanding of data warehousing principles and how they support analytics and MI.
- In‑depth knowledge of UK Wealth or Asset Management, including key processes such as valuations, trades, holdings, onboarding, adviser charging, and portfolio/risk profiling.
- Experience working with wealth platforms, CRM systems, and operational systems used in advice, DFM, or platform environments.
- Strong understanding of regulatory and operational requirements, including FCA expectations for data quality, audit trails, MI consistency, and robust controls.
Qualifications (Essential & Desirable)
- Degree (or equivalent experience) in a numerate or analytical subject
- Certifications in Power BI, Azure, or SQL are advantageous but not essential.
Key Interfaces (Internal and External)
- Reports into Head of Data, Analytics and Insights. Will interact with senior business leaders and the Data engineering team to
- No direct reports.
FCA requirements TCF/RCR
- 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.
Other information
- Occasional short UK travel may be required a few times a year to interact with colleagues from other offices.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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