Careers at True Potential.

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:

True Potential is expanding, so you will join us during a sustained period of growth. You will join our Account Management team, where the initial focus will be on Administration, during the first 2-3 months. Once you’re aligned with our processes and systems, you will progress to a Senior Account Manager position.

About you:

Desired skills/qualities are below:

• Superb written and verbal communication skills
• Excellent organisational skills
• Experience with Microsoft Office, particularly excel.
• Strong interpersonal skills.
• Self motivated and hard working.
• Target Driven.

Duties/Responsibilities:

Sales team administrator, with progression to Senior Account Manager.

Sales Admin:

• Assisting the sales team with administration including daily/weekly/monthly sales reporting, tracking trends, organising firm visits and events, chasing sales.
• Firm visits, adviser events, HO events, seminars, conferences, and associated admin.
• Learning how to use the back-office system.
• Ability to demonstrate the key technological features in person or over remote call.

Account Manager:

• First point of contact for our partner firms, directors, financial advisers, and their broader office staff.
• Responsible for resolving any issues, liaising with various departments within True Potential and delegating issues to be dealt with.
• Learning the features and benefits of the platform, technology, and financial products (ISAs, Pensions, General Investment Accounts, Bonds).
• Learning the features and benefits of the investment solutions, True Potential Portfolios.
• Building trusting and friendly relationships to encourage sales to the platform.
• Selling the benefits of the True Potential Platform, vertically integrated technology, funds and sales processes.
• Responsibility to generate sales towards the group’s monthly, quarterly, and annual sales targets.
• Account Manager, first point of contact for any firm issues or queries.
• Firm visits, adviser events, head office events, seminars, and associated admin.

Benefits:

• Competitive monthly 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:

You will support the day to day transactions of our fast-paced finance team. No two days are ever the same. You will need to be proactive, organised, and be able to prioritise and complete your tasks. This is a very analytical role where you will gather, analyse and interpret relevant financial data, and spot discrepancies or queries, where attention to detail is key.

About you:

Desired skills/qualities are below:

• Effective organisation & time management.
• Analytical approach.
• Innovative, forward-thinking, flexible, and open-minded, be able to think outside of the box.
• Good customer service delivery skills.

Duties/Responsibilities:

• Daily bank account download, payment, and reconciliation process (approx. 700 bank accounts).
• Update and manage financial spreadsheets and databases.
• Generate and process high value payment runs.
• Assisting advisers with their regulatory returns to the FCA.
• Dealing with colleagues and partners from around the business on a day-to-day basis.
• Fact finding and responding to payment queries.
• Providing support to the wider Finance Team.
• Daily SLA targets.

Benefits:

• Competitive monthly 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:

True Potential is expanding, so you will join us during a sustained period of growth. You will join our True Potential Administration (TPA) team and report into the Head of Product.

About you:

Desired skills/qualities are below:

• Excellent organisation skills and time management.
• Proactive, using initiative to solve problems.
• Strong numeracy skills.
• Good verbal and written communication skills, including report writing.
• Experience with Microsoft Office applications.
• Background in financial services (desirable).
• Knowledge of rules in relation to Collective Investment Schemes would be helpful (desirable).
• Experience of investment fund product management, operations or compliance (desirable).

Duties/Responsibilities:

Provide support to the Product Team in the following areas:

• Collate fund data to support periodic reporting including the Assessment of Value, Consumer Duty and TCFD reports.
• Support the operation of the TPA Product Governance Committee through collation of documents and other data as requested by the Chair.
• Maintain accurate fund standing data.
• Update fund regulatory documents, including:
• Fund prospectus
• Key Investor Information Documents (KIIDs)
• Fund factsheet templates
• Supplier contracts including investment management agreements (IMAs) and oversight of sub-IMAs with appointed delegates
• Other counterparty agreements, side letters etc
• Monitor fund charges and expenses.
• Monitor the websites of the AFM and its delegates, including financial promotions and investor communications.
• Gather and report on complaint data.
• Complete periodic tasks as required in the Product Calendar.

Benefits:

• Competitive monthly 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:

You provide full administration and transactional support in accordance with established standards and targets set within the firm.

About you:

Desired skills/qualities are below:

• Administration experience
• Ideally from a financial services or recruitment administration background
• Strong organisational skills: able to work to a process with strong attention to detail and accuracy
• Numerate and familiar with Excel, Word, Powerpoint
• Ability to work on multiple tasks and projects
• Strong communication skills
• Flexible approach, able to work from home and/or in Head Office as required

Duties/Responsibilities:

• Communication with Regional Sales Directors and prospective advisers in respect of application to join True Potential Wealth Management
• Dealing with all supporting application evidence received: coordinate, scan and upload to application system as appropriate
• Complete initial overview of all application, evidence for recency and completeness to firm requirements, complete following established processes to high level of accuracy
• General administration support, including induction course set up of advisers and management through induction process
• Follow up and collection of additional application evidence identified in initial review of application (e.g. regulatory references), complete final review ready for final inspection with specific, questioning attention to detail
• Set up and attendance at team meetings, on course adviser calls Provision of MI as required
• Additional support to Group Head of Regulatory Policy as required

Benefits:

• Competitive monthly bonus
• 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
• 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

Ability to commute/relocate.

• Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

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:

• Strong communication skills, both verbal and written
• DipPFS Level 4 qualification in Financial Advice required (partial completion of appropriate qualifications will also be considered)
• Previous experience in a similar role would be beneficial, although full training provided

Duties and responsibilities:

• Ensure client files are in compliance with regulatory standards and internal policies
• Files submitted and checked via in house back office system
• Assisting answering enquiries from advisers by email and telephone

Benefits:

• Hybrid working
• Performance based bonus (after 3 months qualifying period)
• Further qualifications paid for with support from external training companies
• Potential future progression into an employed paraplanning or advice role
• 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

Ability to commute/relocate.

• Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)

If you are passionate about helping individuals achieve their financial goals and have a passion for Wealth Management, 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.