Product Administrator
5 months ago
_**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 reporting 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.
- 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.
Pay: £23,795.00 per year
**Benefits**:
- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme
- Transport links
- Work from home
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Application question(s):
- Where in financial services do you wish to progress into?
Work Location: In person
-
Production/office Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Oiltech Bearings Full time**Job Title**: Production Administrator **Location**: Brunswick Industrial Estate, Newcastle Upon Tyne **Salary**:24k per year, negotiable, part time available **Job Type**: Full-Time or Part Time, Permanent, Day shift. **About us**: Oiltech Bearings manufacturers and repair whitemetal lined bearings for industrial rotating equipment. We supply global...
-
Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Newcastle International Airport Ltd Full time**About Your Airport** Newcastle International Airport has been the North East's largest Airport for over 80 years. Home to 16 airline partners, we connect the region's leisure and business passengers to over 80 destinations. The 11th busiest Airport in the UK, passenger numbers have grown by 102% in the last 20 years. In 2019 alone, we welcomed 5.25...
-
Legal Administrator
2 months ago
Newcastle upon Tyne, United Kingdom CV-Library Full timeAn experienced Administrator is required to join a leading UK law firm to work within the firms Real Estate department. You will be required to have previous administration experience from either a legal or professional services background. This is an excellent opportunity to join a firm that offer genuine support, a friendly working environment and...
-
Legal Administrator
1 day ago
Newcastle upon Tyne, United Kingdom Law Support Ltd Full timeAn experienced Administrator is required to join a leading UK law firm to work within the firms Real Estate department. You will be required to have previous administration experience from either a legal or professional services background. This is an excellent opportunity to join a firm that offer genuine support, a friendly working environment and...
-
Senior Administrator
6 months ago
Newcastle upon Tyne, United Kingdom WPS Advisory Full timeRole Description Responsible for providing exceptional administrative support to clients, financial advisers, and the wider business. Ensure good outcomes are achieved for all clients regardless of their stage with the business. Maintain good communication between clients and colleagues, retrieving client information, documenting all interactions, and...
-
Legal Administrator
2 weeks ago
Newcastle upon Tyne, United Kingdom Law Support Ltd Full timeAn experienced Administrator is required to join a leading UK law firm to work within the firms Real Estate department. You will be required to have previous administration experience from either a legal or professional services background.This is an excellent opportunity to join a firm that offer genuine support, a friendly working environment and training...
-
Sales Administrator
5 months ago
Newcastle upon Tyne, United Kingdom Fusion Fibre Group Full timeJob Title Sales Administrator Location Seaton Burn Reporting to Regional Admin Manager Responsibility N/A About the company: Fusion Fibre Group are a registered ISP in the UK. In this digital world, broadband is key for the growth and development of both businesses and homes. Fusion Fibre Group’s purpose is simple: to futureproof communities in the...
-
Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeEstablished for 40 years, our client, a food wholesaler, has built up an enviable reputation for its commitment to providing a professional service at all times to its prestigious hospitality customers whilst maintaining the highest quality of products. They now seek to recruit an Administrator to assist their admin. team. Your typical daily duties will...
-
Apprentice Administrator
5 months ago
Newcastle upon Tyne, United Kingdom Amberstone Security Full time**Job Title** Apprentice Administrator **Purpose of Job: The Administrator will be responsible for ensuring the flow of office tasks required across the engineering department to fulfil the business needs. **Reporting To**: Head of Engineering The Protector Group is part of the Asel group. The Protector Group is an equal opportunities employer who holds...
-
Payroll Administrator
3 weeks ago
Newcastle upon Tyne, United Kingdom CV-Library Full timePayroll Administrator Newcastle - Hybrid - 2 days in the office, 3 days remote homes based Hours - 9-5 or 8-4 Brief Payroll Administrator needed for a well-known construction organisation who are looking to employ an experienced and well-rounded Payroll Administrator that takes pride in their work. The successful candidate must have previous experience...
-
Financial Administrator
5 months ago
Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Brewin Dolphin Full time**RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.** **We specialise in helping clients protect and grow their wealth by...
-
Business Support Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Newcastle International Airport Ltd Full time**About Your Airport** Newcastle International Airport has been the North East's largest Airport for over 80 years. Home to 16 airline partners, we connect the region's leisure and business passengers to over 80 destinations. The 11th busiest Airport in the UK, passenger numbers have grown by 102% in the last 20 years. **The role** An exciting...
-
Team Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Turner & Townsend Full timeCompany Description At Turner & Townsend we’re passionate about making the difference - we are committed to delivering Sustainable Net Zero outcomes for our clients, helping our people to realize their potential, and doing our part to create a prosperous society. The world is changing, and we have a responsibility to support that change, helping drive it...
-
Production Office Administrator
5 months ago
Newcastle, United Kingdom SPS Envirowall Full time**Production Office Administrator** **Newcastle-under-Lyme, Staffordshire** **£22,161.00 per annum** A member of the Benx Group of Companies, RCM one of the UK’s leading suppliers of specialist building boards, facades and through-wall solutions. RCM’s extensive product range has been installed on many of the largest construction projects throughout...
-
Wealth Management Administrator
5 months ago
Newcastle upon Tyne, United Kingdom Switch Recruitment Full timeWe are pleased to be representing a highly successful, well known and national Financial Planning business who are currently recruiting for an experienced Administrator to join the team. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards...
-
Financial Planning Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
1 month ago
Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeRole OverviewWe are delighted to be representing a highly successful national Financial Planning business with offices throughout the UK. Our client is seeking to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle.Main ResponsibilitiesProvide day-to-day support and servicing of private clients relating to...
-
Financial Administrator
6 months ago
Newcastle upon Tyne, United Kingdom Proactive Personnel Full timeProactive Personnel have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and...
-
Administrator
6 months ago
Newcastle upon Tyne, United Kingdom DXC Technology Full timeJob Title - Administrator Salary - up to 23k Contract - Permanent Shift Pattern - Monday - Friday 8am-6pm Sat - 9-2 (1 in 4 Saturdays rotational) At DXC we have a long-established partnership with **a Major UK High Street Bank, where we manage their personal lending business.** We provide support to customers and colleagues, contacting us with financial...