Commercial Assistant

Unify Ventures Limited; Hounslow; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm is looking for a Commercial Assistant to join their UK Support Team in London. This critical role involves supporting sales processes for financial advisers and ensuring excellent client service. The successful candidate will manage client data, support the operational running of the office, and demonstrate strong IT skills and an understanding of financial products.

Qualifications

• 2 years’ experience in IFA administration supporting financial advisers.
• Knowledge of ISAs, GIAs, pensions, offshore bonds, and trusts.
• Familiarity with UK financial regulation including GDPR.

Responsibilities

• Support UK Partners, FAs, and PCMs in their roles.
• Manage client data and maintain accurate records on XPLAN.
• Provide general office support including managing reception.

Skills

IT literacy

Self-motivation

Attention to detail

Interpersonal skills

Organisational skills

Education

Diploma from a recognised institution

A-level education with relevant work experience

Industry qualification such as IOC or IMC

Tools

XPLAN

Investment platforms (Transact, 7IM, Fidelity)

Job description

Our client, a leading financial services firm, is seeking a Commercial Assistant to join their UK Support Team based in London. This role supports the sales and servicing process for frontline Partners, Financial Advisers (FAs), Private Client Managers (PCMs), and their clients in the UK. The purpose is to ensure the frontline team has the information and support they need to manage new business and deliver an exceptional client service. While the primary focus is client services, this role also involves supporting the operational day-to-day running of the London office.

This is a critical role in delivering an exceptional client experience. Responsibilities include, but are not limited to:

• Supporting UK Partners, FAs, and PCMs in their roles, including:

  • Obtaining valuations and performance data

  • Printing and collating client reports/application packs

  • Liaising with providers and clients as needed

• Preparing and actioning required paperwork throughout the client journey, including:

  • Working with teams across the business to process dealings, withdrawals, applications, bereavements, power of attorneys

  • Drafting letters of engagement and authority

  • Raising and managing invoices

• Managing client data on XPLAN, including:

  • Maintaining accurate and up-to-date records

  • Data entry on behalf of Partners, FAs, and PCMs

  • Conducting audits and supporting ad hoc data projects

• Handling incoming and outgoing post and courier arrangements

• Resolving client and adviser queries via post, email, and phone

• Task, inbox, and workload management

• Providing general office support such as:

• Answering phones, managing reception, booking meeting rooms

• Office supplies management

• Health and safety responsibilities

• Ad hoc office projects

Education

Applicants should have one of the following:

• A diploma from a recognised institution

• A-level education with relevant work experience

• An industry qualification such as the IOC or IMC

Required Knowledge & Experience

The successful candidate will demonstrate:

• A competent level of IT literacy and the ability to quickly learn and adapt to various systems and platforms

• At least 2 years’ experience in IFA administration, including:

  • Supporting financial advisers with client instructions

  • Knowledge of ISAs, GIAs, pensions, offshore bonds, and trusts

• Familiarity with UK financial regulation, including GDPR and consumer duty

Desirable experience includes:

• Proficiency with XPLAN

• Experience using investment platforms such as Transact, 7IM, and Fidelity

• Relevant industry qualifications such as IOC/IMC

• Previous office administration experience

Personal Attributes

To thrive in this role, you will need to demonstrate:

• A client-focused approach

• Strong organisational skills

• Reliability and self-motivation

• Attention to detail

• A willingness to share ideas and knowledge

• Excellent interpersonal and communication skills

• A collaborative and team-oriented mindset

Location & Working Arrangement

This role is based full-time in our client’s London office, with the opportunity to work from home one day a week depending on business needs.