Assist in overseeing CASS arrangements, maintaining compliance with FCA rules, managing audits, and supporting migration to a new custody provider.

The Director of Corporate at Titan Wealth leads corporate advisory services, ensuring strategic growth and compliance in financial planning, employee benefits, and pensions. The role entails driving business development, enhancing client relationships, and overseeing operational standards and team performance while managing risks and ensuring compliance.

The Regional Manager will lead a team of Financial Planners, focusing on delivering exceptional financial services, achieving business targets, and developing team members. Responsibilities include coaching, business development, compliance, and maintaining strong client relationships.