Commercial Assistant (Experienced)

This role is a critical component in delivering an exceptional client experience. The key responsibilities include but are not limited to:

• Ensuring that UK Partners, FAs and PCMs are well supported in their roles as required, 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 closely with teams across the business to complete processing of dealings, withdrawals, applications, bereavements, power of attorneys
  • Letters of engagement and authority
  • Invoices
• Managing client data on XPLAN, including:
  • Ensuring data is accurate and kept up to date
  • Data entry on behalf of Partners, FAs, PCMs
  • Audits and ad hoc data management projects
• Processing all incoming and outgoing post and courier arrangements
• Resolving client and adviser queries via post, email and telephone
• Task, inbox and workload management
• Providing general office support, including:
  • Phones, reception duties, meeting room bookings
  • Supplies management
  • Health and safety
  • Ad hoc projects

Education

The minimum academic qualification required for this job is any one of the following:

• Diploma from a recognised institution
• Secondary education at A Level with relevant work experience
• Industry qualification such as the IOC/IMC

Knowledge & Experience

The following knowledge/experience is essential:

• Competent level of IT literacy and demonstrable ability to quickly learn and adapt to different systems, platforms and software as required.
• IFA administration – minimum of 5 years:
  • Experience working within a financial adviser firm, supporting the advisers by preparing and executing client instructions
  • Knowledge on ISAs, GIAs, pensions, offshore bonds and trusts.
• UK regulation:
  • Experience with UK regulation and the rules that govern the processes that should be followed, such as GDPR and consumer duty.

The following knowledge/experience will be an advantage:

• Experience using XPLAN
• Experience using investment platforms such as Transact, 7IM and Fidelity
• Industry qualification such as IOC/IMC
• Previous office administration experience

Attributes

To be successful in this role, you will need the following attributes to handle the range of activities and the pressures of meeting deadlines at certain times of year:

• Client focused
• Organised
• Reliable
• Self-motivated
• Detail-orientated
• Ideas and knowledge sharer
• Enjoys dealing with people
• Good communicator
• Team player

Location

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