True Potential Literature Business Admin Apprenticeship

Our mission is to help people across the UK do more with their money by providing expert financial advice, exclusive investments, dedicated support, and award-winning technology. We launched True Potential in 2007 to bring our vision of Hybrid Advice to the UK.

Position Overview

This is a full-time position upon completion, with opportunities to gain financial qualifications and career growth in a leading wealth management firm through the TP Academy.

Key Responsibilities

1. Handle morning post, ensuring it is given to the correct team/person.
2. Upload documentation to be sent to the financial adviser, adhering to the standards of the business.
3. Provide documents/packs to be sent out to the financial adviser upon request.
4. Manage email communication effectively.

You will be completing the Level 3 Business Administration Apprenticeship and will attend Newcastle College one day per week.

Work hours are Monday to Friday, 8am-5pm.

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