Careers at True Potential.

Vacancies

Unlock your True Potential

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:

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.

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Who are we:

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

The role:

As an IT Security Operations Engineer, you will be part of a passionate and agile team where you will complete a variation of tasks on a daily basis.

About you:

Desired skills/qualities are below:

IT support experience in a similar role.
Driver’s licence.
Excellent interpersonal skills and ability to communicate effectively with a wide range of customers.
Strong team-worker.
Flexible approach and enthusiastic attitude.
Committed and self-motivated .
Experience with Data Leakage Prevention Software

Duties and responsibilities:

Server Security Support (Windows 2012 and up):

Active Directory.
Exchange.
Group Policy.
Managing and maintaining the servers (with third party support) – Windows Virtual Servers (VMWARE).
PowerShell.
Experience with Windows 365.

Security operations

Management of local firewalls for endpoints.
Securing software for remote devices.
Familiarity with anti-virus tooling.
Experience with Windows 365.
Familiarity with Windows Intune and patch management software.
Experience with Mimecast.
Analyse security events from various data points including network, endpoint, and log sources expediently, consistently, and accurately.
Support the delivery of network and endpoint security solutions to the business.
Monitor systems for irregular behaviour and implement preventive measures.
Determine the need for escalation and proactively communicate with staff and stakeholders.
Educate and train staff on information system security best practices.

Other tasks

Remote support to colleagues at other sites, with occasional alternative site visits when required.
Assisting with office moves.
Process & procedure documentation creation & update.
SME skill set training delivery to other IT team members.
Supporting I.T. Apprentice skill development within department.

Benefits:

Potential future progression through our development program.
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.

* Indicates required fields

Who are we:

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

The role:

You will be responsible for developing and implementing marketing campaigns across True Potential’s external marketing channels.

You will increase brand awareness and generate new client leads by creating unique advertising campaigns. You will also monitor performance and develop campaigns in response to results.

You must have an excellent understanding of creating and running campaigns and an in-depth knowledge of metrics. You will ideally have experience working with digital, print, out of home, social media and television advertising.

Understanding and working within our brand guidelines is essential, as is ensuring our campaigns are aligned and bespoke to each medium.

We are looking for a pro-active individual to further develop our campaigns, with the opportunity to grow the role alongside your success.

About you:

Desired skills/qualities are below:

Expert knowledge of campaign planning and delivery.
2+ years’ experience in-house directly creating and managing marketing campaigns.
Experience developing and delivering advertising campaigns aligned to business goals and objectives.
Experience in creating variations of campaign assets for different mediums.
Ability to be creative within brand guidelines and a regulatory environment.
Ability to work collaboratively with the marketing team and wider business to discover opportunities.
Ability to create a deliver a media plan to schedule.
Experience with WordPress desirable but not essential.
A marketing or advertising qualification is desirable.

Duties/Responsibilities:

Create and implement marketing campaigns, aligned to the best practice of each medium and aimed at growing brand awareness or lead generation.
Plan and deliver content aligned to brand and the wider marketing campaign.
Copywriting headers and adverts that inspire potential clients to take action.
Create and maintain landing pages aligned to campaigns.
Engage with media buyers and platforms to find new opportunities.
Monitor results, deliver reports and adapt to what is working.
Work with the wider marketing team to align campaigns.
Work alongside our agency partners to ensure an aligned strategy.
Monitor trends and opportunities to expand our reach.

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.

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.

* Indicates required fields

Who are we:

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

The role:

You will be responsible for developing and implementing the social media strategy across True Potential’s social media channels.

You will grow our reach and engagement by creating unique educational and entertaining content. You will also monitor performance and manage community interactions.

You must have an excellent understanding of social media marketing and an in-depth knowledge of algorithms. You will ideally have experience working with YouTube, Instagram, TikTok, Facebook, X, Threads and LinkedIn.

Understanding and working within our brand guidelines is essential, as is ensuring our messaging is aligned and bespoke to each channel.

We are looking for a pro-active individual to own our social media presence, with the opportunity to grow the role alongside your success.

About you:

Desired skills/qualities are below:

Expert knowledge of social media channels and their requirements.
2+ years’ experience in-house directly managing and growing social media channels.
Experience developing and delivering a well-rounded social media strategy aligned to business goals and objectives.
Ability to connect a social media strategy to a wider national multi-media campaign.
Experience using social media management platforms such as Buffer.
Ability to be creative within brand guidelines.
Ability to work collaboratively with the marketing team and wider business to discover content opportunities.
Ability to create graphics and video is desirable but not essential.
A marketing or social media specific qualification is desirable.

Duties/Responsibilities:

Create and implement a regular social media calendar, aligned to the best practice of each channel and aimed at growing organic reach.
Plan and deliver content that is both aligned to the algorithm and our brand.
Engage with replies and comments to build our community.
Monitor results, deliver reports and adapt to what is working.
Work with the wider marketing team to align social media with branding and campaigns.
Work alongside our paid social media partners to ensure an aligned strategy.
Monitor trends and opportunities to expand our organic reach.
Monitor and improve brand ratings on app store, Google business, etc.

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.

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.

* Indicates required fields

Who are we:

We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.

The role:

The Customer Success Manager (CSM) will play a critical role in ensuring our customers achieve their desired outcomes while using our products/services.

You will serve as the primary point of contact for customers, helping to drive product adoption, customer satisfaction, and overall success.

This role requires a strong blend of customer-centricity, strategic thinking, and excellent communication skills.

About you:

Desired skills/qualities are below:

3+ years of experience in customer success, account management, or a related role.
Proven track record of driving customer satisfaction, retention, and growth.
Excellent communication and interpersonal skills.
Strong problem-solving abilities and a customer-centric mindset.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Proficiency with CRM software and customer success platforms is a plus.
Empathy and a genuine desire to help customers succeed.
Strategic thinker with the ability to anticipate customer needs and potential challenges.
Highly organised with strong attention to detail.

Duties and responsibilities:

Customer Onboarding:

Guide new customers through the onboarding process, ensuring a smooth and efficient transition.
Provide training and resources to help customers get the most out of our products/services.

Account Management:

Develop and maintain strong relationships with key stakeholders within customer organisations.
Serve as the main point of contact for customers, addressing any questions or concerns promptly.

Customer Advocacy:

Act as the voice of the customer within the company, providing feedback to internal teams to improve the customer experience.
Advocate for customer needs and work closely with product, sales, and support teams to ensure alignment.

Retention and Growth:

Monitor customer health metrics and proactively engage with customers to drive retention and prevent churn.
Identify opportunities for upselling and cross-selling additional products/services to existing customers.

Problem Solving:

Troubleshoot and resolve customer issues, collaborating with technical support when necessary.
Provide timely and effective solutions to ensure customer satisfaction.

Performance Tracking:

Track and report on customer success metrics, such as usage, satisfaction, and retention rates.
Prepare and present regular reports on customer status and success activities to senior management.

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.

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Charity

Our fundraising.

£1 million

Over £1 million raised for charities in 2023 by True Potential and The Harrison Foundation

What our staff say.

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.

What is the True Potential Academy?

Our Chief Executive, Daniel Harrison, talks about the importance of the True Potential Academy and the training employees can receive to learn new practical skills to help them excel in their career.

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.

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Careers at True Potential.

We are a business focused on its relationships with people – our clients, financial advisers and every member of staff that contributes to our success.

About True Potential.

2007

500,000+

£30 billion

Our mission.

Simple.

Effective.

Unique.

Our culture

Vacancies

Job positions

Customer Service Advisor

IT Security Operations Engineer

Marketing Executive

Social Media Executive

Customer Success Manager

Our fundraising.

£1 million

What our staff say.

The Social Mobility Pledge.

Ellie’s Story – Work experience placement

Career Development Programme.

What is the True Potential Academy?

Lucy’s Story – True Potential Academy