Blair West are supporting True Potential LLP with the appointment of a Deputy Company Secretary who will become a key part of a newly formed team.

Founded in 2007, the business employs over 400 people, working with nearly 1,000 financial advisors. They offer a robust hybrid advice offering with high levels of recurring revenue and a scalable technology platform. In January 2022, the business sold a majority stake to leading international private equity firm Cinven, providing the platform for further growth. The company operates across three core service lines:

• True Potential Investments LLP is an FCA-regulated platform operator, investment manager, pension operator, and administrator. In 2024, the business exceeded £30 billion in assets under management.
• True Potential Wealth Management LLP – FCA-regulated advisory businesses serving 512,00 investment clients throughout the UK with a 98% retention rate.
• True Potential Adviser Services LLP – Providing back-office, technology and compliance

The business remains one of the North East’s fastest-growing companies, with sixteen consecutive years of growth and expected revenues in FY23 of over £400m.

The opportunity:

• Assisting the General Counsel in providing high-quality advice and guidance to the Group’s senior leadership team and investors.
• Coordinate all aspects of corporate governance (FCA) regulatory and statutory requirements. Ensuring relevant filings are made at Companies House promptly.
• Working with existing external providers to bring company secretariat workflows in-house.
• Managing and developing the group’s governance tools and systems.
• Organising and facilitating board meetings, preparing board papers and minutes, and ensuring ownership of related projects.
• Point of contact with relevant external Advisors.
• Supporting the General Counsel & CFO across strategic growth project(s) management.

You’ll be the ideal candidate for this position if you’re:

• ACIS or FCIS qualified or equivalent.
• Relevant experience in a company secretarial or governance role in a regulated financial services environment.
• Knowledge of FCA regulations is preferred.
• Able to work autonomously as part of a small team, working with current external providers to bring workflow “inhouse”.
• Excellent communication skills, working closely with stakeholders at all levels, particularly Board/Investors.
• A strong track record of delivering high-quality governance and compliance support.
• Attention to detail, accuracy, and organisation; able to lead proactively on an array of projects.
• The ability to work from True Potential’s offices in Newcastle on a flexible, hybrid model.

The benefits included with this opportunity:

• A competitive base salary. 
• Bonus potential. 
• Flexible working arrangements.  

The commitment:

Blair West is an equal-opportunity employer. We embrace diversity and inclusion at every stage of the recruitment process. We are committed to fairness, equality, and ongoing diversity training for our team to give our candidates and clients a feeling of belonging during a process with us. If you require reasonable adjustments at any stage during a process with us, please speak to your consultant. 

If you’d like to speak to someone about this opportunity:

Nigel Spurr:  nigel@blairwest.co.uk / 07885 813954