Average Investment Analyst salary in Bristol

About usThe 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 Junior Operational Intelligence Analyst will be based in our Bristol office on a hybrid basis (three days per week in the office, two from home), working closely with and supporting the operations function. The role involves delivering accurate data insights, maintaining operational reporting, and contributing to data-driven projects. You will play a key role in ensuring data quality, supporting system and migration activities, and responding to data-related queries, enabling informed decision-making across the business.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.Responsibilities Maintain and update regular operational reports and dashboards, ensuring accuracy and timelinessSupport the collection, tracking, and analysis of operational dataAssist with ongoing projects, including data tracking initiatives and performance monitoringSupport system updates and enhancements by validating data and assisting with testing activitiesAssist in IO (Input/Output) migrations, including data preparation, validation, and reconciliationPerform data cleansing activities to improve data quality and integrityRespond to data queries from shared inboxes and internal stakeholders in a timely mannerWork closely with cross-functional teams to understand data requirements and provide supportIdentify opportunities to improve reporting processes and data workflowsEnsure data is handled in line with company policies and regulatory requirementsCritical Skills and Experience requiredStrong attention to detail with a focus on data accuracyBasic experience with data analysis and reporting (e.g. Excel, Google Sheets or similar)Ability to manage multiple tasks and prioritise effectivelyGood problem-solving skills and a proactive approach to identifying issuesStrong communication skills, both written and verbalAbility to work collaboratively within a team environmentComfortable working with large datasets and performing data validationExposure to SQL, Power BI, Tableau or similar tools (desirable but not essential)Qualifications (Essential & Desirable)Degree or equivalent experience in a relevant field (e.g. Data Analytics, Business, Mathematics, Economics) – desirableExperience in a data-focused or operations support role – desirableAdvanced Excel skills (e.g. formulas, pivot tables) – desirableKey Interfaces (Internal and External)Business Operations Director Regional Managing Directors Head of Central OperationsHead of Corporate Administration  Head of Operations Excellence  Client Operations Director  Compliance, Risk, Technology and Data teams FCA requirements TCF/RCRAdhere 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 competitorsCommitment – 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 achievementTerms -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.

We are recruiting on behalf of a growing UK-based financial services and wealth management firm that provides investment solutions and platform services to financial advisers and their clients. The business is expanding and investing in its technology and operations, creating an opportunity for an experienced Platform Administrator to join the team and support the ongoing development of its investment platform.The RoleThe Platform Administrator will play a key role in supporting the day-to-day operations of the firm’s investment platform. This is a varied position that combines platform administration, adviser support, operational oversight, and data monitoring.Key ResponsibilitiesLiaise with the platform technology provider on operational mattersHandle queries from financial advisers and operate the platform helpdeskManage the client services inbox and maintain the platform systemUpdate and maintain the back-office CRM and daily task dashboardsMonitor platform accounts, including cash balances, withdrawals and Direct DebitsCarry out monthly platform and DFM fee checks and reportingSupport platform migrations and monitor transfer fundsAssist with operational reporting, statements and platform documentationMaintain error logs and contribute to improving operational processesExperience & SkillsMinimum 4 years’ experience in the financial services sectorGood understanding of investment platformsExcellent telephone and client communication skillsStrong written and verbal communicationExcellent organisation and prioritisation skills with the ability to meet deadlinesStrong numerical skills and attention to detailGood analytical and problem-solving abilityAbility to work under pressure in a fast-paced environmentComfortable liaising with multiple internal teams and external adviser firmsIf this sounds like the role for you, apply today!

We are partnering with an award-winning investment solutions platform that supports ambitious financial advice firms in building and delivering their own investment propositions. Entrepreneurial, collaborative and forward-thinking, the business is focused on delivering outstanding outcomes for advisers and their clients.Marketing plays a pivotal role in driving brand awareness, supporting sales activity and strengthening adviser retention. The Investment Marketing Specialist will sit at the heart of this effort, creating compelling, insight-led content and campaigns that position the firm’s investment team as a trusted partner to financial advisers. This is a mid-level role requiring strong investment knowledge, exceptional writing skills, and a solid grasp of digital marketing within a regulated financial services environment.About the role:Support delivery of the investment marketing communications strategy and plan — on time and within budget — to drive profitable acquisition and retentionCreate high-quality investment content including thought leadership articles, reports, commentary, training materials, webinar content and event collateralCollaborate closely with the Investment team to translate technical market insights into clear, engaging and adviser-focused communicationsDevelop and deliver campaign assets to support proposition developments, regulatory changes and strategic initiatives in partnership with Product and Sales teamsContribute to the continuous improvement of investment webpages, including testing and optimisation to enhance user experience and engagementSupport the planning and execution of investment-focused events and webinars, ensuring content is relevant, differentiated and lead-generatingMonitor performance of communications and campaigns, using adviser feedback and engagement data to drive continuous improvementEnhance investment-related social media presence, improving impressions, engagement and overall digital effectivenessBuild deep market, competitor and customer insight to ensure communications remain timely, relevant and impactfulPartner with key stakeholders, particularly Sales, to align marketing activity with commercial objectives and lead generation effortsSkills & Experience:Exceptional investment writing, copywriting and content creation skills (essential)Strong understanding of investment products, markets and industry conceptsExperience producing marketing content within a highly regulated environmentExcellent communication and stakeholder management capabilitiesMarketing communications experience within financial services — ideally working with IFAs, platform services or investment solutionsKnowledge of digital marketing, website optimisation and social media best practices is advantageousPersonal Attributes:Commercially minded with strong attention to detailCollaborative and confident working cross-functionallyProactive, organised and comfortable managing multiple prioritiesPassionate about delivering high-quality outcomes for advisers and clientsRegulatory & Conduct ExpectationsAs a regulated financial services business, all employees are expected to uphold the highest standards of integrity and professionalism. The successful candidate will:Act with integrity, skill, care and diligenceTreat customers fairly and deliver good outcomes for retail clientsMaintain open and cooperative relationships with regulatorsObserve proper standards of market conductThis is an excellent opportunity to join a progressive, growth-focused organisation where marketing plays a strategic role in commercial success. You will have the opportunity to work closely with investment specialists, influence brand positioning in the adviser market, and contribute meaningfully to business growth.If you are an experienced investment content specialist looking to combine technical expertise with creative marketing impact, we would love to hear from you.