![True Potential LLP](https://media.trabajo.org/img/noimg.jpg)
Investment Operations Support
2 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**:_
You will be a key member of the team, supporting the Investment Management department in the administration and analysis of the £25 billion True Potential Portfolios range and Investment funds. Working day to day with the worlds largest investment houses providing analysis on the delivered performance, risk and portfolio positioning along with the marketing of the product range.
- **About you**:_
Desired skills/qualities are below:
- Integrity - having a strong set of principles, open and honest, receptive to feedback.
- Responsibility - taking responsibility and be empowered to do all that you can in your role, learning and development.
- Ambition - raise the bar - think about opportunities to drive continuous development in our processes.
- Competent in relevant IT programmes, in particular Microsoft Excel and with the ability to create and maintain macros.
- Strong communication skills, an ability to manage and solve problem with the ability to continue to look for improvements in the operating process and attention to detail.
- **Benefits**:_
- Hybrid working
- Further qualifications paid for by firm with support from external training companies
- Potential future progression into an employed paraplanning or advice role
- 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
- **Schedule**:_
- Day shift
- Monday to Friday
- **Ability to commute/relocate.**_
- Newcastle upon Tyne: reliably commute or plan to relocate before starting work (required)
**Salary**: £22,672.00 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
Ability to Commute:
- Newcastle upon Tyne, NE15 8NX (required)
Work Location: Hybrid remote in Newcastle upon Tyne, NE15 8NX
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