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Product Administrator

4 weeks ago

Newcastle upon Tyne, United Kingdom True Potential LLP Full time

_**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

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