Compliance 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**:_
- **About you**:_
Desired skills/qualities are below:
- Previous financial services experience is an advantage
- Excellent verbal and written communication skills
- Excellent organisational skills
- Experience in an administration role preferred but training will be given
- Experience in using Microsoft Office
- Ability to prioritise workload and meet deadlines
- **Duties/Responsibilities**:_
- Create and maintain spreadsheets
- Maintain online filing systems
- Collect and analyse data for monthly reports
- Answer incoming calls
- Setting up introducers and carrying out due diligence checks
- **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
**Experience**:
- Administration: 1 year (required)
Work Location: In person
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