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:

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:

• Financial Statements and Accounting skills.
• Accruals and Analytical Skills.
• Experience in finance and accounting.
• Strong attention to detail.
• Excellent problem-solving and analytical abilities.
• Proficiency in relevant software and tools.
• Professional certification (such as ACCA or CIMA, part qual).
• Bachelor’s degree in Accounting, Finance, or related field.

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.
• 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 seeking an experienced and dynamic Events Manager to oversee the planning, coordination, and execution of both in-person and digital events.

You will play a key role in creating memorable, high-impact experiences that align with the company’s brand and strategic goals. This role requires a proactive, organised individual who can manage multiple projects, both on-site and in virtual environments, to deliver seamless events that exceed expectations.

About you:

Desired skills/qualities are below:

• 3+ years of experience in managing both in-person and digital events, with a proven track record of delivering successful projects.
• Strong budget management skills and the ability to manage complex logistical details.
• Excellent communication and negotiation skills with the ability to foster relationships with diverse stakeholders.
• Strong problem-solving skills and ability to stay calm under pressure.
• Creative thinking and the ability to innovate in both traditional and digital event formats.
• Ability to travel for in-person events, as needed.
• Proficiency with event management software (Cvent, Eventbrite) and virtual event platforms (Zoom, WebEx, Teams).

Duties/Responsibilities:

Event Planning & Coordination:

• Lead the planning and execution of events, including corporate meetings, digital webinars, annual seminars, staff events and flagship conferences.
• Develop event concepts, themes, timelines, and schedules.
• Oversee site selection, contract negotiation, and vendor management (venues, caterers, AV services, etc.).

Budgeting & Financial Management:

• Prepare and manage event budgets, ensuring adherence to financial constraints.
• Negotiate with vendors to achieve cost savings and quality services.
• Track expenses and provide post-event financial reporting.

Logistics Management:

• Coordinate event logistics, including registration, attendee communications, travel arrangements, and equipment setup.
• Ensure compliance with health, safety, and legal regulations.
• Manage event staff, volunteers, and third-party service providers onsite.

Marketing & Communication:

• Collaborate with the marketing team to develop promotional strategies and materials for events.
• Develop invitations, event websites, and manage guest lists.
• Ensure proper branding and messaging are consistent throughout the event.

Stakeholder Management:

• Liaise with internal departments, external clients, and key stakeholders to define event objectives and requirements.
• Manage client relationships, providing pre-event consulting and post-event follow-ups.
• Gather post-event feedback to assess success and areas for improvement.

Onsite Event Management:

• Serve as the primary point of contact during events, troubleshooting and resolving any issues.
• Ensure smooth event flow, timely transitions, and professional handling of any unforeseen circumstances.
• Oversee event breakdown and coordinate post-event follow-up activities.

Technology & Tools:

• Utilize event management software to manage event details, track RSVPs, and send communications.
• Ensure proper use of event technology such as online registration platforms, virtual conferencing tools, and mobile event apps.

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.
• 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 join a team of administrators involved with processing high volume payment runs and dealing with any administration tasks that come through our multiple work streams.

We are looking for a candidate with high levels of focus and accuracy. Ideally, you will have worked in a similar role of pensions administration, however previous pensions administration experience is not essential. Alternatively, if you can demonstrate a high level of accuracy and attention to detail while dealing with numerical data, you could also be right for this position.

About you:

Desired skills/qualities are below:

• Shown excellent attention to detail.
• Processed high volumes of data.
• Working towards set deadlines or targets.
• Quality checked work or have worked to set quality scores.
• An interest in working within financial services/pensions.
• Managed your own workload.

Duties and responsibilities:

• Bank Reconciliation.
• Working with BACS payment systems.
• Processing Refunds.
• Processing of withdrawals to clients in relation to their pension/investment accounts.
• Processing regular and Ad Hoc Payments.
• Calculations around pension and investment to provide to clients.
• Liaising with Financial Advisors about Client pension.
• Posting out letters to clients using A Franking Machine.
• Case Management dealing with several enquiries on pension/investment or wealth management.
• Building relationships with Key Account holders and clients and delivering great customer service.
• Being the first point of solution and dealing with corporate level clients, whilst managing their expectations through phone, email, and secure messaging services.
• Sending prepared investment and reports to clients.
• Taking ownership and accountability for administration including the maintenance of correct client records.
• Providing general support across the different departments to support Team Managers.
• Adhering to GDPR.
• Working Towards KPI/SLA timeframes and understanding the impact they have to the organisation.
• Quality Checking.
• Accurate data entry.
• Working with in-house systems and Microsoft systems.
• Creating and achieving SMART goals.

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:

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.