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:

The B2B Marketing Executive will play a pivotal role in developing and executing marketing strategies that drive engagement, lead generation, and growth within our B2B channel.

You’ll collaborate across teams to create compelling campaigns that showcase True Potential’s industry-leading products and services to corporate partners and financial advisers.

About you:

Desired skills/qualities are below:

Experience in a B2B marketing role. Ideally experience within financial services, fintech, or a related sector is desirable.
Strong knowledge of digital marketing tools and platforms, including email marketing, social media, and analytics tools (e.g., Google Analytics, HubSpot).
Exceptional content creation and copywriting skills, with a focus on clear, persuasive communication.
Ability to analyse data and make informed decisions to optimise marketing performance.
Excellent project management skills, with the ability to manage multiple campaigns and deadlines.
Familiarity with CRM systems and marketing automation platforms.
Creative mindset with a strategic approach to problem-solving.
A degree in Marketing, Business, Communications, or a related field (or equivalent experience).
Professional certifications in digital marketing (e.g., Google Ads, HubSpot, CIM) are a plus.

Duties and responsibilities:

Develop and implement targeted B2B marketing campaigns to increase brand awareness and engagement within the financial services industry.
Collaborate with internal teams to create high-quality content, including brochures, whitepapers, case studies, presentations, and email campaigns.
Manage multi-channel marketing initiatives, including digital campaigns (PPC, SEO, and social media), events, webinars, and direct mail.
Maintain and optimize the CRM database, ensuring accurate segmentation for targeted outreach and reporting.
Analyze campaign performance metrics to track ROI and identify opportunities for continuous improvement.
Support the creation of tailored marketing materials and presentations for key business partners and financial advisers.
Research and stay up-to-date with market trends, competitor activity, and client needs to inform marketing strategies.
Assist in organizing and promoting corporate events, exhibitions, and seminars.
Work closely with sales teams to ensure marketing efforts align with business goals and generate quality leads.

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.

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.

* 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 Data Governance Manager will be responsible for developing and implementing data governance policies and procedures. This role will ensure data quality, compliance, and security across the organization.

You will have a strong background in data management, excellent analytical skills, and the ability to collaborate with various departments to promote data governance best practices.

About you:

Desired skills/qualities are below:

Bachelor’s degree in Information Management, Computer Science, or a related field.
Proven experience in data governance, data management, or a similar role.
Strong understanding of data governance frameworks and best practices.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to work collaboratively with cross-functional teams.
Knowledge of data privacy regulations (e.g., UK-GDPR, PECR) is a plus.

Duties and responsibilities:

Develop and implement data governance frameworks, policies, and procedures.
Ensure data quality, consistency, and security across all data assets.
Collaborate with IT, legal, and business units to establish data governance standards.
Monitor compliance with data governance policies and address any issues.
Conduct data audits and assessments to identify and mitigate risks.
Provide training and support to staff on data governance practices.
Stay updated on industry trends and regulatory requirements related to data governance.

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.

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.

* 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 Data Architect will be responsible for designing, creating, deploying, and managing the organization’s data architecture.

This role involves working closely with IT and business teams to ensure that data systems are scalable, secure, and meet the needs of the organization.

You will have extensive experience in data modeling, database design, and data integration.

About you:

Desired skills/qualities are below:

Bachelor’s degree in Computer Science, Information Technology, or a related field.
Proven experience as a Data Architect, Data Engineer, or similar role.
Strong knowledge of database structure systems and data mining.
Experience with SQL, NoSQL, and other database technologies.
Proficiency in data modeling and design tools.
Excellent problem-solving and analytical skills.
Strong communication and collaboration skills.
Knowledge of data governance and data security practices.

Duties and responsibilities:

Design and implement effective database solutions and models to store and retrieve company data.
Develop database design and architecture documentation for the management and executive teams.
Collaborate with IT and business teams to understand data requirements and translate them into technical solutions.
Ensure the security and integrity of data architecture by implementing best practices and compliance standards.
Optimize database systems for performance and scalability.
Conduct data analysis and design data models that support business processes.
Stay updated with emerging technologies and industry trends to continuously improve data architecture.

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.

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.

* Indicates required fields

Who are we:

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

The role:

We are looking for enthusiastic Business Consultants to help drive 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.

* Indicates required fields

Who are we:

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

About you:

Desired skills/qualities are below:

Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework.
Strong communication and stakeholder management skills.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.

Duties and responsibilities:

Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as required.

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.

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.

* Indicates required fields

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.

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

B2B Marketing Executive

Data Governance Manager

Data Architect

Business Consultant

Head of Compliance Monitoring

Our fundraising.

£1 million

What our staff say.

The Social Mobility Pledge.

Ellie’s Story – Work experience placement

Career Development Programme.

Lucy’s Story – True Potential Academy