The Function

The purpose of the Investment Finance and Operations function is to deliver target returns for Business Relief and Income Service investors. We achieve this by deploying raised capital and providing suitable financing facilities to both public and private sector entities, in line with the risk and return profiles defined for our investor base.

The Team

This team support the Private Credit business, working closely with the Origination, Finance, Credit and Technology teams. A key priority is the management of the lending life cycle of a £1.6bn growing portfolio with a focus on enhancing existing processes, support and oversight of day-to-day tasks, emphasis on strong controls and accuracy and enhancing data quality.

The Role

We are hiring two individuals to join our Private Credit Operations team. These are new roles designed as an entry point into financial services and lending operations for candidates with limited prior industry experience who are looking to begin or develop a career in the sector.

This is a broad, hands-on role supporting the day-to-day administration of a private credit loan portfolio across the full loan lifecycle.

You will gain exposure to how a lending business operates in practice while developing core operational, financial and stakeholder management skills.

The role sits across two areas:

Deal Operations – supporting new lending transactions and onboarding
In-Life Operations – supporting the ongoing administration of live loans

Over time, you may rotate across both areas to build a full understanding of the lending lifecycle.

Key Responsibilities

Core Responsibilities (Both Teams)

• Support accurate and timely completion of operational tasks across the portfolio
• Maintain high standards of data quality and attention to detail
• Process activities in line with procedures and controls
• Update records, trackers and documentation
• Support cash, invoice and loan processing activities
• Liaise with internal stakeholders across teams
• Escalate issues and risks clearly and promptly
• Identify opportunities to improve processes and reduce manual work
• Build knowledge of the loan lifecycle and how teams interact

Deal Operations

• Support deal completion and onboarding for new transactions
• Prepare and check documentation for new deals
• Set up borrowers and facilities in systems
• Assist with drawdowns and transaction execution
• Support transition from deal execution to live operations

In-Life Operations

• Support administration of live loans
• Assist with invoicing and payment tracking
• Support arrears administration and case tracking
• Assist with cash processing and reconciliations
• Monitor key dates and portfolio events
• Respond to internal queries

Knowledge & Experience

Essential

Strong academic performance or clear evidence of high potential through academic, work, or personal experiences (e.g. projects, part-time work, volunteering or self-directed learning)

• High attention to detail and accuracy
• Organised and reliable approach to work
• Strong communication skills
• Willingness to learn and build a career in financial services
• Positive attitude and openness to feedback
• Comfortable working in structured, process-driven environments

Desirable

• Internship or office-based experience
• Interest in lending, finance or operations
• Familiarity with Excel / Microsoft Office
• Interest in process improvement or automation

Why Join us?

• Broad exposure to private credit and lending operations.
• Practical experience across the end-to-end loan lifecycle.
• Training in operational processes, controls and stakeholder management.
• Opportunities to build expertise in either Deal Operations or In-Life Servicing over time.
• Potential future progression into broader Operations, Finance, Portfolio or other roles across the Private Credit business.

At Triple Point, high performance means living our values every day:

• Stay Curious. 
• Be Generous.
• Take Thoughtful Action. 
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function & Team

 Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

The Control & Reconciliation Executive will play a key role in ensuring the integrity and accuracy of financial and operational data across the Private Credit loan portfolio.  

We’re looking for someone who is early in their career, has gained experience in this area and has a  strong appetite to learn and grow.

This role will be responsible for key reconciliations, reviewing financial data, investigating discrepancies and ensuring that operational controls are operating effectively. The individual will work closely with the Operations and Finance teams to maintain robust processes and improve data quality across the lending platform.

The role requires strong analytical capability, excellent Excel skills, and a proactive approach to problem solving. The successful candidate will also support the ongoing improvement and automation of processes as the Private Credit platform continues to scale.

Key Responsibilities

Reconciliations & Controls

• Oversight and review of participation contracts, including reconciliation of balances and investigation of discrepancies
• Review and support of bank reconciliations to ensure accuracy and completeness
• Review and investigation of unallocated cash, ensuring timely resolution
• Own the reconciliation of transactions across the loan administration platform and banking records
• Ensure consistency and integrity of financial and operational data across loan administration systems, banking records, and reporting outputs
• Ensure appropriate documentation and evidence of reconciliations and controls
• Escalate material discrepancies, control breaches, or operational issues to appropriate stakeholders in a timely manner
• Maintain and monitor key financial and operational controls to ensure compliance with internal policies and regulatory requirements

Reporting & Data Oversight

• Responsible for CBILS and RLS reporting, ensuring data accuracy and timely submission
• Preparation and upload of HPI reporting and related regulatory or internal reporting requirements
• Review financial and operational data for accuracy and completeness

Financial Operations Support

• Support FX related processes and reviews where applicable
• Assist with the investigation and resolution of operational discrepancies across the loan book
• Work closely with Finance and Operations teams to ensure accurate posting and reporting of transactions

Process Improvement & Automation

• Identify opportunities to improve processes, strengthen controls, and reduce manual intervention
• Support the implementation of new operational processes and system enhancements
• Contribute to automation initiatives, particularly through advanced use of Excel and data analysis tools
• Maintain and update process documentation and operational procedures where improvements or changes are implemented

Qualifications:

• Part-qualified or studying towards a professional accounting qualification (ACA / ACCA / CIMA)  desirable, or relevant professional experience (qualified by experience)
• Experience working in financial operations, finance, or accounting within a lending, leasing, or financial services environment
• Strong experience in financial reconciliations, including bank, ledger, and transactional reconciliations
• Experience reviewing and reconciling loan balances, participation arrangements, or complex financial transactions
• Proven ability to investigate and resolve discrepancies across financial records, operational systems, and banking records
• Understanding of internal controls, financial governance frameworks, and audit documentation standards
• Experience supporting regulatory or scheme-based reporting (e.g., CBILS, RLS, or similar government-backed lending schemes)  desirable
• High level of attention to detail and data accuracy
• Strong analytical and problem-solving capability, with the ability to investigate discrepancies and identify root causes
• Process-oriented mindset with a focus on continuous improvement

IT Skills:

• Advanced Excel skills (pivot tables, lookups, data reconciliation, handling large datasets)
• Experience with financial systems, loan administration platforms, or banking systems
• Knowledge of data extraction, validation, and reconciliation across multiple systems
• Experience supporting automation initiatives or operational system enhancements
• Ability to identify inefficiencies in processes and implement improvements

Competencies

• Strong problem-solving and continuous improvement mindset
• Excellent organisation and documentation skills, including maintaining clear evidence of reconciliations and controls
• Ability to prioritise and manage multiple deadlines
• Strong communication and stakeholder collaboration skills, particularly when working with Finance, Operations, and other internal teams

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

·       Stay Curious.

·       Be Generous.

·       Take Thoughtful Action.

·       Pull Together.

·       Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function & Team

The Investment Finance and Operations team ensures the smooth financial and operational running of our investment platforms. They manage transactions, reporting and controls that underpin the performance and integrity of our funds and portfolios.

The Role

We are seeking a Cash Operations Executive to join the Private Credit Operations team and take responsibility of the Cash Operations function.

This is a hands-on role responsible for the accurate posting, allocation and monitoring of all cash movements across a c. £1.5bn loan portfolio spanning multiple funds and legal entities.

The role is critical in ensuring the integrity of loanbook cash records, timely processing of direct debits, and effective management of unallocated cash and participation payments.

Key Responsibilities

1.      Cash Posting & Allocation

•  Responsible for posting all daily cash movements from bank statements into the lending system.
•  Ensure all borrower receipts, interest, fees and other payments are accurately allocated.
•  Investigate and resolve any unallocated or misapplied cash in a timely manner.
• Work closely with Finance to ensure cash postings align with general ledger entries.
• Clear small residual balances (including 1p differences) and resolve reconciliation breaks.

2.      Direct Debit Processing

• Manage the end-to-end Direct Debit (DD) process.
• Prepare and submit DD files to the bank in line with agreed timetables.
• Monitor collections and investigate failed or rejected DDs.
• Ensure DD receipts are correctly posted and allocated within the lending system.
• Maintain accurate records of mandates and collection schedules.

3.      Participations & Settlements

• Process and settle participation payments across multiple funds/entities.
• Ensure cash is correctly allocated between participating parties.
• Support accurate recording of participation cashflows in the lending system.
•  Liaise with internal teams to ensure timely and accurate settlements.

4.      Payments & Overheads

• Monitor the shared payments inbox and respond to internal queries.
• Prepare and process the weekly overhead payment run.
• Ensure appropriate approvals are obtained prior to release of payments.
• Maintain strong controls around payment processing and documentation

5.      Operational Support

• Support month-end processes through timely completion of cash postings and reconciliations.
• Assist with audit requests relating to cash movements and reconciliations.
• Contribute to process improvements and automation initiatives within Cash Operations.
• Maintain up-to-date process documentation.

Knowledge & Experience

Qualifications:

•  Relevant experience in cash operations, loan administration, or lending operations.
• Studying towards accounting exams such as AAT/ACA/ACCA/CIMA

Knowledge & Experience:

• Knowledge of facility agreements and lending documentation.
• Experience posting and allocating high volumes of cash transactions.
• Strong bank reconciliation experience.
• Experience working within a Leasing / Asset Finance financial services environment.
• Familiarity with Direct Debit processes.
• Comfortable working with financial systems and large data sets.

IT Skills:

•  Advanced Excel skills, including complex formulas, pivot tables and data analysis (macros desirable)
• Open to using AI to utilise solutions to enable smarter and more efficient ways of working.
• Experience using lending or finance systems.

Core Competencies

• High attention to detail and strong control mindset
• Strong ownership mindset with the ability to investigate and resolve issues independently.
• Organised and able to work under pressure and manage daily deadlines.
• Clear communicator and collaborative team player.
• Proactive and willing to improve existing processes.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.

Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

·         Stay Curious.

·         Be Generous.

·         Take Thoughtful Action.

·         Pull Together.

·         Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function & Team

 The Credit and Risk team partners with every part of the group risk function to identify, assess and manage potential risks. By helping teams make informed decisions and embedding risk awareness into everyday activity, they strengthen Triple Point’s resilience and long-term success.

The Role

The role is responsible for reviewing and challenging lending proposals across multiple verticals including SME Debt Finance, Property Development Finance, Corporate Lending & Leasing, Speciality Finance and Funds Finance.

Working closely with origination teams, product heads and the Head of Credit, the Senior Credit Director ensures that transactions are approved within risk appetite and credit governance is applied consistently across the platform.

The Senior Credit Director s a voting member of Private Credit Credit Committees and supports the Head of Credit in maintaining overall portfolio discipline and credit culture.

This role is focused on transaction underwriting and credit governance.

Key Responsibilities

 Credit Governance & Risk Discipline

• Support the Head of Credit in maintaining a consistent credit framework and underwriting discipline across the platform.
• Ensuring lending proposals are aligned with internal credit frameworks.
• Maintaining consistency in underwriting standards across different lending products.
• Helping identify emerging risks across sectors or product types.
• Supporting improvements to credit policies, frameworks and review processes.

Credit Committee & Deal Evaluation

• Leading voting member of Triple Point Credit Committees, providing independent challenge and credit insight all lending verticals including:
  • SME Debt Finance
  • Property Development Finance
  • Corporate Lending & Leasing
  • Speciality Financ
  • Funds Finance
• Assessing transaction structure, repayment mechanics and downside protection.
• Challenging assumptions within financial models, valuations and exit strategies.
• Ensuring deals are aligned with internal lending frameworks and risk appetite.
• The role will often focus on larger, complex or higher-risk transactions where additional credit scrutiny is required.

 Collaboration with Origination Teams

•  Work closely with Origination and Product teams to support origination activities.
• Support post approval completion activities – particularly documentation and security queries.

 Support to Head of Credit 

• Supporting committee preparation and decision processes.
• Acting as escalation point for complex credit matters.
• Contributing to credit strategy discussions.
• Supporting internal credit training and knowledge sharing.

Over time the role may include line management responsibilities within the credit team.

Knowledge & Experience

Essential

• A proven background in a Credit Committee or Credit decision making environment covering lending transactions in a Private Credit, non-bank lending or Mid-Market (or above) Lending organisation.
• Experience and clear understanding of technical lending landscape from activities across SME or Mid-Market Corporate lending covering areas such as leverage finance, structured finance or other event driven finance activities.
• Ability to assess a broad range of lending structures including cashflow lending, asset-backed lending and development finance.
• Strong financial analysis and structuring capability.
• Experience participating in investment or credit committees.
• The ability to challenge constructively while maintaining productive relationships with deal teams.
• Strong judgement when assessing downside risk and recovery scenarios.

Desirable

• Experience across multiple lending products (rather than a single specialism)
• Experience in dealing with distress lending situations
• Prior lending experience in Funds Finance and Speciality Finance
• Prior experience in rolling out new team structures in growing business environment.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.
• At Triple Point, high performance means living our values every day:
  • Stay Curious.
  • Be Generous.
  • Take Thoughtful Action.
  • Pull Together.
  • Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function

Private Credit provides tailored lending solutions to UK SMEs, supporting business growth while protecting investor value. The team blends commercial rigour with partnership, structuring flexible finance that drives sustainable performance. It models curiosity, ownership, and decisive action to deliver strong, responsible returns.

The Team

The SME lending team at Triple Point provides tailored financing solutions to small and medium-sized enterprises (SMEs) across a variety of sectors. Specializing in flexible debt structures, the team enables businesses to scale and grow through expansion, acquisition, or working capital solutions. Committed to long-term partnerships both directly with owner-managers and Private Equity Sponsors, the team actively support SMEs at various stages of their growth cycle including succession and exit planning.

The Role

This role will sit within the origination function of SME debt finance.

The role is varied and offers the chance to join a dynamic team of experienced professionals, operating in a market where non-bank lenders provide the flexible solutions that traditional lenders may struggle to deliver quickly. Triple Point manages over £1.3bn in lending assets across multiple sectors and is recognized as a leading lender to UK businesses.

With nearly 20 years of lending experience, this is a compelling opportunity for the right candidate to be part of an entrepreneurial and results-driven environment.

Key Responsibilities

• Generate and execute new lending transactions working towards both individual and team targets.
• Analysis of prospective borrowers’ financial models, ascertaining the financial risks of the opportunity and the ability to run appropriate scenario sensitivities.
• Represent Triple Point and maintain a consistent visible presence in the SME debt market, attending and hosting events for key stakeholders and growing the SME Debt Finance introducer network.
• Prepare financial spreads and risk rating score cards.
• Conduct company, industry and market analysis to further assess borrower, obligor and guarantor credit quality.
• Work closely with the credit function to ensure appropriate opportunities are sourced and delivered in line with framework and underwriting process requirements.
• Support and develop Origination Analysts in the team in terms of origination activities, transaction structure negotiation and career development.
• Participate and lead calls/meetings with advisors/management/private equity sponsors.
• Support and lead presentations to Investment Committee for new lending opportunities.
• Support the end-to-end documentation for new borrower facilities.
• Updating KYC as and when necessary.
• Ensure smooth handover of new lending requests to the Relationship Services Team (“RST”), working closely with the RST (and other internal functions) to manage and adapt procedures.
• Work independently and as part of the team as and when required.

Knowledge & Experience

• Demonstrable track record of originating (both in a support and/or leading role) and executing (end-to-end) new lending transactions in the UK SME Cashflow Lending and Leveraged Finance markets. Transactions can be both sponsor and non-sponsor backed, with cheque sizes between £1m-£30m.
• Experience of loan documentation negotiation and execution (familiarity with LMA standards);
• Experience of developing new business opportunities in the SME borrowing market with a pre-existing or growing network of advisors / brokers / acquirers from whom to generate and underwrite new deals (not essential but preferred).
• Current knowledge of the commercial lending market, including pricing, competitors, products;
• Strong financial modelling, Microsoft Excel and relevant AI tools skills.
• Educated to degree level, ideally supported by a professional qualification in accountancy, banking or risk management.

Qualities and Competencies

• Highly numerate with solid academic background or equivalent experience.
• Self-motivated and driven.
• Precision and attention to detail.
• Organised with the ability to manage multiple priorities.
• Team player with the ability to proactively manage stakeholders.
• Adaptable and open to innovative ideas.
• Committed to continuous learning.
• Integrity and honesty.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function & Team

 Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

As an Internal Business Development Associate, you will play a critical role in our growth strategy, identifying and cultivating relationships with financial advisers and wealth managers to expand distribution channels for our tax-efficient products and income service.

Working in close partnership with our experienced Business Development Managers, you'll have the opportunity to join a dynamic, high-growth enterprise where success is measured not just by numbers, but by the positive impact we create. At our core, we maintain an unwavering commitment to the people we serve and the meaningful purpose that drives every investment decision we make.

Key Responsibilities

• Cultivate a thorough understanding of Triple Point's proposition, championing our values as a passionate company advocate.
• Work within a collaborative pod structure, working alongside our exceptional Internal BDMs, BDEs and field-based colleagues.
• Engage financial advisers through a strategic blend of telephone calls, personalised LinkedIn communications and tailored emails.
• Deliver a minimum of 40 high-quality adviser conversations daily, with top performers consistently achieving upwards of 50 engagements.
• Meet and exceed performance metrics focused on securing adviser meetings and event bookings that drive business growth.
• Craft comprehensive briefing documents for BDMs, ensuring they are fully equipped with relevant information before meetings.
• Guide financial advisers in addressing their clients' investment needs through insightful education and practical solutions.
•  Represent Triple Point at industry conferences and adviser events, building brand presence and capturing new opportunities.
•  Maintain meticulous records within our CRM system, ensuring all client interactions are properly documented and accessible.
• Identify and cultivate promising prospects, continuously refreshing our new business pipeline with qualified opportunities.
• Convert webinar and event participants into scheduled meetings through timely, strategic follow-up that demonstrates our value proposition.

What we look for

We are seeking our next cohort of entry level associates who can bring an exceptional approach to this role, recognising that client needs form the cornerstone of our business success. 

• A proactive can-do attitude and collaborative spirit are non-negotiable qualities.
• Curiosity and learning mindset - Eager to learn, with an interest in financial services and developing commercial awareness.
• Demonstrate resilience and relationship building prowess, and a commitment to exceeding expectations in everything you do.
• Collaboration and adaptability - a team player with a flexible approach who contributes positively as the business evolves.
• Professional integrity - demonstrates honesty, accountability and sound judgement when working with clients and colleagues.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
•  We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.

The Function

Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

We are currently hiring 3 x Internal Business Development roles across various regions (South Coast/West Midlands).

These roles sit in an exciting, predominantly phone based team, working in conjunction with our regional representation to be responsible for developing relationships with new IFA’s, creating high levels of sales activity to existing relationships across to country and provide the highest level of customer service/client experience.

We are looking for candidates with an exceptional approach to this role, who understands that the needs of clients (both internal and external) are central to Triple Point and key to the success of the business.

The candidates will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of Triple Point.

Key Responsibilities

• Making outbound telephone calls to build and maintain relationships with new and existing IFA’s.
• Provide point of contact for inbound IFA queries.
• Enhance and develop existing relationships to increase business levels.
• Assist with managing a regional area of clients for Triple Point.
• Provide an exceptional level of customer service.
• Help educate financial advisers and enable them to solve their clients’ needs
• Design and implement sales and marketing campaigns.
• Develop skills to manage the whole sales cycle from first contact to close.
• Efficiently manage your work load in a fast paced environment.
• Monitoring and Maintain the contact inbox from clients.
• Generating activity and booking meetings for relevant Field based Business Development Managers.
• Create and deliver client specific illustrations.
• Represent Triple Point at industry conferences/seminars, as requested.
• Chase prospective deals through to application stage and deal with any queries that may arise.
• Provide indicative terms, as required, over the phone and via e-mail to our IFA’s.
• Develop Sales skills so that over time you are able to own and manage IFA relationships, hosting meetings on a 1:1 basis.
• Resolve client queries, monitoring the resolution process to keep the client updated to manage expectations.
• Proactively seek ways to improve business processes across all areas to enable BDMs and the internal team to be more efficient.
• Update client information on our CRM system (Salesforce), ensuring that information is accurate for reporting.
• Be an important part of the business development team in driving Triple Point.

Knowledge & Experience

Essential

• Ability to provide an exceptional level of customer service.
• Experience of working in a sales function (ideally phone-based).
• Exceptional phone manner and communication skills.
• High-quality interpersonal skills; ability to deal with people at all levels.
• Excellent written communication skills, including strong English grammar.
• Strong IT proficiency (particularly Microsoft Office).
• Ability to pick up information and new concepts quickly and share it with others.
• Attention to detail / precision.
• Organised, with the ability to multi-task and prioritise a varied workload.
• Proactive and highly motivated.
• Team player.
• Flexible attitude and willingness to evolve with the business.
• Integrity and honesty.
• Keenness and ability to learn.
• Highly numerate with strong academics.
• Ability to meet agreed business activity targets in a sustainable manner.

Desirable

• Experience working specifically with IFA relationships.
• Experience using Salesforce.
• Hold or be working towards industry-specific exams (e.g., financial services qualifications).

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.