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NetSuite Specialist at Titanwh

Titanwh · London, United Kingdom · Hybrid

Microsoft Excel

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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.

The role
We are seeking a highly capable and hands-on NetSuite Specialist to join our Finance Transformation team on a 6-month contract. You will play a crucial role in supporting the consolidation of newly acquired entities, ensuring accurate financial reporting, and enhancing our use of NetSuite functionality in line with UK GAAP and internal policies.


Responsibilities
  • Act as a key compliance advisory point across TWP. Supporting regulated financial advice activities.
  • Manage and oversee the compliant handling process, ensuring timely resolution, root cause analysis and appropriate remedial action.
  • Support the design, implementation and review of compliance policies and procedures, ensuring alignment with FCA requirements and Titan Wealth Group standards.
  • Deliver clear and pragmatic compliance advice to business stakeholder on regulatory matters, including suitability of advice, financial promotions, clients’ disclosures and product governance.
  • Participate in compliance monitoring reviews and thematic projects, providing expert input where required.
  • Support training and development initiatives to enhance compliance understanding across adviser and operational terms.
  • Contribute to regular compliance reporting to the Head of Compliance Advisory and senior management.
  • Monitor regulatory developments and address their impact on the firm, communicating implications and recommending actions.


    • Requirements
  • Proven track record in compliance roles within established and large financial advisory firms.
  • Deep knowledge and understanding of FCA regulatory requirements, especially around advice, suitability, complaint handling and Consumer Duty.
  • Extensive experience managing and resolving complaints within a regulated financial advice environment.
  • Strong technical knowledge of financial planning products and services (e.g. pensions, investments, protection, tax planning).
  • Experience working across multiple regulated advice business is highly desirable.
  • Ability to balance regulatory requirements with commercial business understanding.
  • Strong stakeholder engagement and communication skills, with ability to influence and challenge constructively.
  • Professional qualifications such as Level 4 Diploma in Financial Planning (or equivalent).


    • 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.
    Apply Now

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