This role is suited to someone looking to build relevant commercial experience in financial services, sales/client success. Working closely with experienced Client Directors, you will support the day-to-day activity that helps FIL win new clients, deepen introducer relationships and deliver a professional, responsive client experience.
You will sit close to the action, helping the Commercial team stay prepared, organised and focused on the follow-through that turns interest into funded and retained Assets under Administration (AuA). The role matters because strong execution, accurate data and timely client support are central to FIL’s growth, service quality and reputation.
In return, you will build strong commercial foundations: learning how client relationships are developed, how opportunities progress through a sales pipeline, how CRM and reporting support better decisions, and how a scaling FinTech delivers growth with institutional trust and control.
KEY RESPONSIBILITIES
Client and introducer confidence
Act as a professional first point of contact for clients, introducers and inbound enquiries, ensuring issues are handled promptly, clearly and with appropriate ownership.
- Monitor and triage the Client Services email inbox.
- Ensure queries receive timely follow-up, with clear ownership or escalation.
- Support positive client and introducer outcomes, helping maintain strong feedback and minimise complaints.
Platform adoption and commercial momentum
Support the Commercial team to progress opportunities, prepare well and convert interest into funded and retained AuA.
- Help move opportunities from lead to application, account opening, funding and retained balances.
- Coordinate preparation, actions and follow-up for priority relationships and opportunities.
- Prepare sales materials that help clients and advisers understand the FIL proposition.
- Keep the team updated on activity, priorities and progress.
Product knowledge and feedback
Build practical product knowledge so common platform queries can be handled quickly and feedback can be shared constructively.
- Understand common user journeys, including logins, funding, deposits, FX, switching holding accounts and withdrawals.
- Resolve simple queries promptly and escalation clearly when specialist support is needed.
- Capture useful client and introducer feedback to inform product improvements.
Data discipline and insight
Maintain the CRM habits and data quality that help FIL execute well, make better decisions and scale efficiently.
- Keep CRM records accurate, current and easy to use.
- Capture actions, opportunities and follow-ups clearly so the team can move with confidence.
- Support simple reporting and pipeline visibility for the Commercial team.
- Spot useful patterns in client needs, introducer feedback and activity trends that could help FIL improve.
Connected teamwork
Work across Marketing, Operations, Financial Institutions and Product to improve service, communication and ways of working.
- Share client and introducer themes with the right teams so we keep improving how we work.
- Coordinate clearly with colleagues to make sure questions are answered well and ownership is understood.
- Suggest small improvements to workflows, templates and communication that make life easier for clients and colleagues.
- Bring a curious, collaborative mindset to the Commercial function, contributing ideas and asking good questions.
Learning and future potential
Use the role to build the knowledge, confidence and habits needed for a future career in sales, client success or relationship management.
- Take ownership of your development through feedback, coaching and regular 1-2-1s.
- Build confidence in FIL’s proposition, clients, introducers, products and sales discipline.
- Work with increasing independence, managing priorities and following through reliably.
- Bring energy, curiosity and pride to the role as part of FIL’s future talent pipeline.
HOW YOU THRIVE IN THIS ROLE
Success in this role means being professional, organised and responsive, with strong attention to detail and a clear focus on helping clients, introducers and colleagues get to the right outcome quickly.
You do not need to arrive as a finished professional. You do need to bring curiosity, pace, judgement and follow-through. The best people in this role will communicate early, use data well, take ownership of actions and understand that every interaction helps FIL build trust, convert activity into funded and retained balances, and deliver service clients want to recommend.
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