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.
This is an exciting opportunity to join our Technical Planning team as a Onboarding Supervisor.
Responsibilities include:
Ideally, you already hold a Level 4 Diploma in Regulated Financial Planning, although we would consider someone who is partially qualified working towards obtaining full Diploma.
Have a robust understanding and knowledge of investment products and taxation.
Have good experience in Financial Services, particularly within a regulated advice environment other than a training & competence background.
Have excellent communication skills with the ability to deliver clear technical support to advisers.
This vacancy was posted by one of our Featured Companies. To find out more about who our Featured Companies are, including how to contact them directly, check out the Featured Company Profiles.
