Go to job search

Compliance Administrator

True Potential LLP

Compliance Administrator

£23795

True Potential LLP, Newcastle upon Tyne

  • Full time
  • Permanent
  • Remote working

Posted 2 weeks ago, 2 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: bf3a1b6f2f4a49c5985217d7e1984862

Full Job Description

You will be working within our Compliance Administration team setting up new financial advisers and introducers. Responding to emails and phone calls in a professional manner on a daily basis and maintaining data on spreadsheets to ensure all data is correct and up to date.,

  • Create and maintain spreadsheets

  • Maintain online filing systems

  • Collect and analyse data for monthly reports

  • Answer incoming calls

  • Sending and receiving emails to financial advisers and agencies

  • Setting up introducers and carrying out due diligence checks

    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

    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.

  • 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


    • Job Type: Full-time

    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