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:

The purpose of this newly created role which sits within the Management Accounting team is to lead and control the expenses across the True Potential Group; you will be expected to analyse cost centre spend, business partner across the True Potential Group and work closely with Senior management, FP&A and technical reporting teams to aid strategic decision-making.

Business partnering with stakeholders on cost analysis and a key contributor towards board pack preparation.

This is an exciting opportunity to shape the role to drive and improve current cost control and recording processes with visibility across the Group.

About you:

Desired skills/qualities are below:

• A minimum of 3 years’ experience within a similar role.
• Excellent working knowledge of Excel.
• Experiencing managing/supervising a team.
• Strong attention to detail.
• Excellent problem-solving and analytical abilities.
• Workday systems experience (desirable).
• Qualified Accountant with either, ACCA/ACA/CIMA/ICAS.

Duties and responsibilities:

• Preparation of accurate monthly Management Accounts with relevant insights and commentary (P&L, Balance Sheet and cash flow).
• Prepare and review reconciliations to verify the accuracy of the management accounts, and perform monthly, quarterly, and year-to-date variance analysis to budget and prior year on P&L.
• Approval of journals.
• Continuously monitor financial KPIs, P&L, cash position and balance sheet, identifying variances and recommending areas for improvement.
• Preparation and review of monthly reporting packs and production and review of ad hoc cost centre reporting as requested.
• Business partner with the wider business heads for overhead and cost centre reporting and budget/forecast discussions.
• Assist in the delivery of and consolidation of monthly management accounts.
• Carry out indepth analysis to improve the accuracy of cost accruals.
• Provide support in response to external and internal audit requests.
• Ad hoc duties as required.
• Presentation of Group costs to Senior Management at month end.
• Active in cost control for the wider Group Transformation project.

Systems, processes and controls

• We have just implemented a new finance system (Workday) and undergoing a group wide transformation project and therefore this role is key to contributing to the successful ongoing / phased rollout of Workday.
• Have a continuous improvement mindset and to encourage the Management Accounting team to improve process control, quality of data input & output, and improve accuracy of postings.
• Foster collaboration across the other teams within the Finance department to ensure opportunities to improve finance systems, processes and client service are identified and addressed.
• Act as a systems administrator for finance and banking systems.

People Management

• Assist in developing the junior members of the wider Management Accounting team through training, knowledge and skill sharing required to deliver their individual and team objectives.
• Monitor the quality of work delivered by the Management Accounting team and identify areas of knowledge gaps for training opportunities to lead to drive high performance.

Benefits:

• Competitive monthly bonus.
• Company/team events throughout the year.
• 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:

Working closely with the Head of Operations, you will co-manage the Operations team within our TPA division. This includes, owning, monitoring, managing and reviewing operational policies, processes and controls on a day-to-day basis.

You will continually identify and implement efficiencies within operations, whilst supporting operational team members development through continual mentoring, coaching and empowerment.

The expectation is to maintain close working relationships and proactive coordination/resolution of queries from/with partners, vendors and other stakeholders.

About you:

Desired skills/qualities are below:

• A minimum of 3 years’ experience working in a similar regulated managerial role.
• Strong attention to detail.
• Excellent problem-solving and analytical abilities.
• Relevant level 3 industry qualification, or a commitment to studying.

Duties and responsibilities:

• Support TPA Senior Management through the production and presentation of management information, early escalation of issues and by proactively assisting in the maintenance and governance of operations and the wider teams.
• Demonstrate compliance with all relevant laws, regulations, policies and procedures, ensuring we are fully compliant and reflect industry best practice.
• Monitor, identify, escalate and assist in resolution of risk areas/issues.
• Supervise and manage timely breach/error identification, reporting, resolution and trends.
• Assist in facilitating annual due diligence undertaken by the depositary and undertaken by TPA on fund administration and internal audit requirements.
• Support TPA Senior Management and other operations team members with other functions, activities and projects as required.
• Continually promote best practice and demonstrate the principles of SM&CR.

Benefits:

• Competitive bonus.
• Company/team events throughout the year.
• 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:

The Management Accountant will report to the Head of Management Accounting; the primary role being to manage True Potential Group’s financial activities to maximise profitability and reduce financial risk.

Another aspect of this position is assisting in making key business decisions by analysing and presenting financial information to key stakeholders – heads of department across the six subsidiaries, FPA and the technical accounting teams.

The role will sit centrally in the Management Accounting team to crossover between the cost and revenue functions for an all rounded role.

About you:

Desired skills/qualities are below:

• A minimum of 3 years’ experience within a management accounting role.
• Excellent working knowledge of Excel.
• Experiencing managing/supervising a team.
• Strong attention to detail.
• Excellent problem-solving and analytical abilities.
• Workday systems experience.
• Qualified Accountant with either, ACCA/ACA/CIMA/ICAS.

Duties and responsibilities:

• Preparation of accurate monthly/quarterly Management Accounts with relevant insights/commentary (P&L, Balance Sheet and cash flow).
• Provide appropriate support with budgets and reforecasts.
• Prepare and review reconciliations to verify the accuracy of the management accounts, and perform monthly, quarterly, and year-to-date variance analysis to budget and prior year on P&L.
• Approval of journals.
• Continuously monitor financial KPIs, P&L, cash position and balance sheet, identifying variances and recommending areas for improvement.
• Preparation and review of monthly reporting packs and production and review of ad hoc reporting as requested.
• Business partner with internal stakeholders (FP&A, Internal audit and Financial reporting teams) to assist with their decision-making.
• Business partner with the wider business heads for overhead reporting and budget/forecast discussions in relation to cost-centre ownership.
• Assist in the delivery of and consolidation of management accounts.
• Carry out indepth analysis to improve the accuracy of cost and revenue accruals.
• Provide support in response to external and internal audit requests.

Systems, processes and controls

• We have just implemented a new finance system (Workday) and undergoing a group wide transformation project and therefore this role is key to contributing to the successful ongoing / phased rollout of Workday.
• Have a continuous improvement mindset and to encourage the Management Accounting team to improve process control, quality of data input & output, and improve accuracy of postings.
• Foster collaboration across the other teams within the Finance department to ensure opportunities to improve finance systems, processes and client service are identified and addressed.
• Act as a systems administrator for finance and banking systems.

People Management

• Assist in developing the junior members of the Management Accounting team, through training, knowledge and skill sharing required to deliver their individual and team objectives.
• Monitor the quality of work delivered by the Management Accounting team and identify areas of knowledge gaps for training opportunities to lead to drive high performance.
• Business partnering with FP&A team on cost analysis and assistance in preparing for board packs.

Benefits:

• Competitive monthly bonus.
• Company/team events throughout the year.
• 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 work as part of our Finance Operations team within the Finance department to administer efficient and effective financial transactions on behalf of the company.

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.
• Strong customer service delivery skills.

Duties/Responsibilities:

• Administration of the daily bank account download, payment and reconciliation process (approx. 700 bank accounts).
• Update and manage financial spreadsheets and databases.
• Generate and process multimillion pound payment runs.
• Assisting advisers with their regulatory returns to the Financial Conduct Authority (FCA).
• Responding to queries from colleagues and partners from around the business on a day-to-day basis (verbal and written).
• Fact finding and responding to payment queries.
• Providing support to the wider Finance Team.
• Achievement of daily SLA targets.
• Making suggestions for improvements to systems and processes to improve level of service.
• Ad hoc duties as required

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:

We are undergoing a finance transformation project and therefore this role is key to contributing to the successful rollout of the ERP system.

You will work with the Management Accountants, FP&A and wider finance department to prepare the monthly Revenue Management Accounts for the True Potential Group.

The team are responsible for the delivery of the management Accounts for 9 entities and the Management Accounting team is split between revenue reporting, cost reporting and entity overview roles. This role will sit under revenue reporting.

About you:

Desired skills/qualities are below:

• A minimum of 3 years’ experience within a similar role.
• Excellent working knowledge of Excel.
• Experiencing managing/supervising a team.
• Strong attention to detail.
• Excellent problem-solving and analytical abilities.
• Workday systems experience (desirable).
• Working towards a CIMA/ACCA/ACA qualification.

Duties and responsibilities:

Technical delivery

• Using a range of financial data to work as a team to generate the monthly/quarterly Revenue Management Accounts for the organisation.
• Provide variance analysis at month end.
• Ensure completion of daily bank reconciliations.
• Prepare weekly gross profit projections and carry out regular analysis of monthly and yearly revenue against budget.
• Preparing financial reports for senior management to assist with decision making.
• Maintain accurate schedule of work papers throughout the month.
• Identifying opportunities to continuously improve processes and to contribute to the wider finance project on the implementation of Workday.
• Communicating at all levels within the organisation, with the capability to present financial information to non-finance colleagues and teams.
• Assist and support the annual financial audit and external audits and own resolutions where required.

Systems, processes and controls

• Make continuous improvements to the processes, controls and quality of data.
• Collaborate with other teams within and beyond the Finance department to improve processes and maximise client service.

Collaboration

• The Assistant Management Accountant will require the knowledge and skills to deliver their individual objectives.
• To be motivated and engaged to deliver high quality outputs and client service.
• Be proactive to take positive action to address any issues in a timely manner.
• To understand the month end timetable and deliverable expectations and to be a team player across the team for adhoc data requests.
• Escalating any complex issues to Management as appropriate.

Benefits:

• Competitive monthly bonus.
• Company/team events throughout the year.
• 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.