To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.
Strictly necessary cookies.
Always active
These are cookies that are essential in providing specific services you have requested from us. For example: Remembering information, you have entered on online application forms when you navigate to different pages in a single web browsing session.
Analytical or performance cookies.
These improve our website by collecting information about how you use our website. For example: Understanding what interests our users so that we can deliver the content and level of service you expect from us.
Functionality cookies.
Always active
These are used to recognise you when you return to our website. These enable us to remember your preferences. It is not currently possible to turn these cookies off.
Targeting cookies.
These cookies are used to understand how you use our website and to provide you with more relevant advertising and promotions as well as help measure the effectiveness. We may also share this information with third parties for this purpose.
We are a business focused on its relationships with people – our clients, financial advisers and every member of staff that contributes to our success.
We’re always on the lookout for talented new people to join our fantastic team. If you’d like to unlock your True Potential, find out more about working here below and make an investment in your future – and in ours.
About True Potential.
We launched True Potential in 2007 to bring our vision of Hybrid Advice to the UK. We believe that a combination of personal financial advice and market-leading technology is the best way to help people reach their financial goals.
2007
Founded in 2007, fast forward to today, and we proudly stand as one of the UK’s most innovative financial services groups.
500,000+
We have over 500,000 clients who rely on us to look after their money and help them reach their financial goals.
£30 billion
Our True Potential Platform currently has £30 billion in assets invested, a testament to the trust our clients place in us.
Our mission.
Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award- winning technology. We help them to plan for today, tomorrow, and beyond.
Whether it’s planning for retirement, investing for growth, or simply taking control of your finances, we’ve got the expertise to help, backed up with more than a decade of success.
Our Values
Simple.
We make a complicated industry straightforward for clients. When we talk, we are clear – our products and services are easy to use and easy to understand.
Effective.
We only work on projects that make a difference. We’ve been in the industry long enough to know what works and what doesn’t. So, we don’t create a product or service unless it’s beneficial to all.
Unique.
We strive to make sure we’re front-runners in everything we do and trust our staff to find creative solutions no-one else has thought of. Anything we do compete on – we always make it better.
Our culture
When staff are in the office, we encourage them to spend their time in collaborative meetings and planning sessions, making use of our modern henges and seating areas alongside our communal outdoor area to enjoy. Our hybrid-working culture also gives employees a good balance to their life, spending time both at home and in the office each week with flexibility around chosen days.
Vacancies
Job positions
Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
We are looking for enthusiastic Business Consultants to help generate sales for the business. You will be responsible for closing sales deals over the phone and maintaining strong customer relationships.
You must be comfortable presenting products or services over the phone through excellent communication and objection handling.
The goal is to help the company grow by bringing in professional Financial Advisers and developing business.
About you:
Desired skills/qualities are below:
Proven experience as telesales representative or other sales/customer service role.
Proven track record of successfully meeting sales quota preferably over the phone.
Good knowledge of relevant computer programs (e.g. CRM software) and telephone systems.
Ability to learn about products and services and describe/explain them to prospects.
Excellent communication and interpersonal skills.
Cool-tempered and able to handle rejection.
Outstanding negotiation skills with the ability to resolve issues.
Duties and responsibilities:
Frequently contacting Financial Advisers on behalf of True Potential.
Answer questions about products or the company.
Ask questions to understand customer requirements and close sales.
Direct prospects to the field sales team when needed.
Enter and update customer information in the database.
Go the “extra mile” to meet sales quota and facilitate future sales.
Keep records of calls and sales and note useful information.
Benefits:
Uncapped commission.
Company/team events throughout the year.
Experience and attend events such as regional seminars and VIP Adviser Days.
Company pension contribution (increases with length of service.
Free on-site parking.
33 days annual leave, including Bank Holidays (increases with length of service).
Enhanced maternity, paternity and adoption leave.
True Potential Rewards – Cashback on online purchases.
True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
Refer a Friend Award.
Please note that we do not accept speculative CVs from recruitment agencies.
If you would like to apply for this role, please upload your CV and click Apply now.
Please note, we operate a blind CV policy. Please remove all names, age and gender from your CV before submitting. Failure to do so will make your application void.
Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
You will be the first point of contact for our financial advisers and end clients on the investment platform to provide updates and guidance via phone calls, emails and pipelines regarding the likes of trades, internal transfers, policy merges.
Your main focus is to build relationships with the advisers and clients and improve the overall client/adviser experience.
About you:
Desired skills/qualities are below:
Strong Communication skills.
Strong problem-solving and decision-making skills.
Strong organisational and time management skills.
The ability to build positive relationships with team members, clients, and other stakeholders.
Duties and responsibilities:
Answering client and adviser emails.
Answering policy messages and post/letters from both advisers and end clients.
Answering incoming and making outgoing calls to build relationships with advisers and clients.
Maintenance of internal records.
Dealing with queries and helping to resolve escalation cases generated within the team.
Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary.
Liaising with other teams within TPI and the wider business to maintain standards.
Participate in daily/weekly/Monthly meetings.
To undertake any additional tasks that could be reasonably expected of you when required.
Benefits:
Very competitive performance based bonus.
Company/team events throughout the year.
Company pension contribution (increases with length of service).
Free on-site parking.
30 days annual leave, including Bank Holidays (increases with length of service).
True Potential Rewards – Cashback on online purchases.
True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
Refer a Friend Award.
If you would like to apply for this role, please upload your CV and click Apply now.
Please note, we operate a blind CV policy. Please remove all names, age and gender from your CV before submitting. Failure to do so will make your application void.
Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
As a Compliance Officer, you will be part of a dynamic compliance team reviewing cases submitted by 1,100+ financial advisers.
About you:
Desired skills/qualities are below:
Level 4 Qualification:
Must have a minimum of a Level 4 qualification (e.g., Diploma in Regulated Financial Planning or equivalent)
Experience:
Previous experience in a compliance or file-checking role within an FCA-regulated financial services firm would be preferred.
Experience working with client files in areas such as financial advice, pensions, investments, and insurance.
Technical Knowledge:
Strong understanding of FCA regulations and suitable advice standards.
Knowledge of financial products, client suitability, and the financial advice process.
Attention to Detail:
High level of accuracy and attention to detail in reviewing complex client files and documents.
Ability to identify discrepancies, gaps, and areas of concern in client files and documentation.
Duties and responsibilities:
Conduct thorough reviews of client files to ensure compliance with FCA regulations and internal advice standards.
Evaluate client suitability assessments undertaken by advisers, suitability reports and other supporting documentation against relevant policies and procedures.
Ensure all documents are accurate, complete, and meet the required standards for ongoing monitoring and reporting.
Identify potential risks and breaches in compliance and escalate them appropriately to the Compliance Manager.
Provide regular feedback to the compliance team regarding trends, potential issues, or improvements in file documentation.
Collaboration and Communication:
Provide comprehensive and clear feedback to advisers on cases being assessed.
Assist in training and educating advisers on how to correct errors to ensure files are suitable.
Respond to queries from internal teams and advisers regarding compliance and provide guidance on best practices.
Benefits:
Company/team events throughout the year.
Experience and attend events such as regional seminars and VIP Adviser Days.
Company pension contribution (increases with length of service.
Free on-site parking.
33 days annual leave, including Bank Holidays (increases with length of service).
Enhanced maternity, paternity and adoption leave.
True Potential Rewards – Cashback on online purchases.
True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
Refer a Friend Award.
If you would like to apply for this role, please upload your CV and click Apply now.
Please note, we operate a blind CV policy. Please remove all names, age and gender from your CV before submitting. Failure to do so will make your application void.
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
As a Financial Advisor, you will be responsible for providing financial advice and guidance to centrally advised clients and achieving sales and quality targets.
About you:
Desired skills/qualities are below:
Strong communication skills, both verbal and written
DipFA Level 4 or part qualified
Duties and responsibilities:
Assessing clients’ financial goals and objectives
Developing personalized financial plans based on clients’ needs
Providing recommendations on investment strategies and products
Assisting clients with retirement planning, estate planning, and tax planning
Monitoring clients’ portfolios and making adjustments as needed
Keeping up-to-date with financial market trends and developments
Building and maintaining strong relationships with clients
Benefits:
Company/team events throughout the year.
Experience and attend events such as regional seminars and VIP Adviser Days.
Company pension contribution (increases with length of service.
Free on-site parking.
33 days annual leave, including Bank Holidays (increases with length of service).
Enhanced maternity, paternity and adoption leave.
True Potential Rewards – Cashback on online purchases.
True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
Refer a Friend Award.
Ability to commute/relocate.
Newcastle upon Tyne (NE15 8NX): reliably commute or plan to relocate before starting work (required)
If you are passionate about helping individuals achieve their financial goals and have a background in financial planning, we would love to hear from you.
If you would like to apply for this role, please upload your CV and click Apply now.
Please note, we operate a blind CV policy. Please remove all names, age and gender from your CV before submitting. Failure to do so will make your application void.
Vacancies
* Indicates required fields
Charity
Our fundraising.
£70,000
Over £70,000 raised for charities in 2024 by True Potential
What our staff say.
True Potential embodies a dynamic and energetic work environment. I enjoy working and collaborating with my colleagues, many of who I now consider as friends.
Tom Robertshaw - Financial Adviser
It has been an amazing experience to work at True Potential so far. The future is very exciting, I couldn’t imagine myself anywhere else
Sam Elliott - Investment Analyst
Working at True Potential has allowed me to develop new skills through the Development Academy.
Lucy Ingram - Software Developer
The Social Mobility Pledge.
In April 2018, True Potential became founders of the national Social Mobility Pledge alongside MP Justine Greening. The premise of the Social Mobility Pledge is simple: to support people from all backgrounds through education and training allowing them to excel in their careers.
Our mission is to open a pathway to success by giving people the opportunity to unlock their potential, no matter their background. We do this by working with schools, offering apprenticeships, and adopting fair recruitment polices such as blind CV interviewing.
The aim is to create a more level playing field where an individual’s career chances are based on their talent, not where they come from or who they know.
Hear Ellie’s story, a Marketing Graduate who gained valuable work experience at True Potential through the Social Mobility Pledge. Ellie shares her placement experience and the key skills she can now showcase in interviews and applications.
Ellie’s Story – Work experience placement
Career Development Programme.
As part of our commitment to the Social Mobility Pledge, True Potential aims to remove the traditional career barriers often found in financial services.
All employees at True Potential have the opportunity to progress in their careers with our True Potential Training Academy. The Training Academy aims to develop employee’s knowledge and experience whilst offering support in achieving qualifications.
Progression opportunities can include becoming a developer for our in-house technology team, a marketer in our marketing department, an accountant in our finance department or an in-house Financial Adviser.
True Potential provides full training for staff qualifications into these positions as well as course funding and allocated time for study.
Lucy’s Story – True Potential Academy
Hear Lucy’s story on how the True Potential Academy helped her gain skills in software development to progress into a developer role. A career path she may never have been able to experience without qualifications.
Our website uses cookies to help personalise your experience with True Potential. By clicking "Accept all", you consent to our use of cookies. You can choose to control which cookies we use at any time, by clicking "Manage Preferences". If you choose not to accept some cookies, please note you may experience more limited functionality on our website. To learn more, read our Privacy notice.
