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.
About you:

Desired skills/qualities are below:

• Excellent organisation skills and time management.
• Proactive, using initiative to solve problems.
• Background in financial services.
• Knowledge of Collective Investment Schemes.
• Experience of investment fund product management, operations or compliance.
• Experience of working with legal agreements/technical documents.

Duties and responsibilities:

• Maintain product governance and management standards with oversight by the Product Governance Committee.
• Manage new and existing fund designs in line with TPA’s product governance standards and conduct risk framework.
• Complete statutory reporting including Assessment of Value, Consumer Duty and TCFD Product.
• Monitor and report on agreed KPIs throughout the year to support Assessment of Value and Consumer Duty reporting.
• Manage regulatory applications for new funds and product changes, working with internal and external stakeholders on legal documents and investor communications.
• Maintain accurate standing fund data.

Manage fund regulatory documents, including:

• Fund prospectus.
• Key Investor Information Documents (KIIDs).
• European MiFID Template (EMT).
• Fund factsheets
• Monitor fund charges and expenses.
• Monitor the websites of the AFM and its delegates, including any financial promotions and investor communications which reference TPA funds.
• Oversee complaints handling managed through other parts of the TP Group.

Support the organisation of TPA Product Governance Committee meetings by:

• Booking meetings.
• Agreeing the agenda with the meeting Chair.
• Ensuring matters arising are updated for inclusion in meeting papers.
• Collating and circulating papers by agreed deadlines.

Benefits:

• Company/team events throughout the year.
• Experience and attend events such as regional seminars and VIP Adviser Days.
• Company pension contribution (increases with length of service.
• Free on-site parking.
• 33 days annual leave, including Bank Holidays (increases with length of service).
• Enhanced maternity, paternity and adoption leave.
• 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 Types: Full-time, Permanent
Pay: £35,000.00-£40,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company events
• Company pension
• Enhanced maternity leave
• Enhanced paternity leave
• Free parking
• On-site parking
• Referral programme
• Sick pay
• Transport links
• Work from home

Experience:

• Product Analyst/management: 2 years (required)

Work Location: In perso

• Maintain product governance and management standards with oversight by the Product Governance Committee.
• Manage new and existing fund designs in line with TPA’s product governance standards and conduct risk framework.
• Complete statutory reporting including Assessment of Value, Consumer Duty and TCFD Product.
• Monitor and report on agreed KPIs throughout the year to support Assessment of Value and Consumer Duty reporting.
• Manage regulatory applications for new funds and product changes, working with internal and external stakeholders on legal documents and investor communications.
• Maintain accurate standing fund data