Overview
The purpose of this role is to provide strategic, operational, and analytical support to the Business Heads in driving the effective management, performance, and development of the 7IM platform and Intermediary Solutions business. Acting as a central coordination point across leadership, finance, operations, and wider teams, the role ensures that key priorities, actions and business initiatives are progressed efficiently and transparently. It strengthens decision‑making by producing high‑quality reporting, maintaining robust governance processes, and enabling the Business Head to operate with clarity, focus and accountability. The role also contributes to broader business improvement by supporting cross‑functional projects, preparing senior‑level materials (including Board and MBR packs), and deepening understanding of the UK platform market through close engagement with teams and clients. Ultimately, the role exists to enhance organisational alignment, operational discipline and strategic execution across the platform business.
Responsibilities
- Work with Business Head to progress all weekly and monthly platform priorities across platform business. Priorities to be agreed in weekly 121 session.
- Oversee all management actions agreed at platform management meetings.
- Attend management meetings.
- Maintain log of decisions and actions and work with the management team to close them.
- Work closely with Finance Planning & Analysis Team and other key 7IM teams for capturing important reporting and data requirements and producing management reports as necessary.
- Coordinate management preparation of the Monthly Business Review (MBR) Pack, working across the management team to bring all relevant content together. Attend MBR and capture key management actions for progression and completion.
- Implement an effective and robust process for Business Head to manage the progression and closure of direct report 121 actions and priorities.
- Work with the Business Head to prepare content and materials for Board meetings.
- Lead or support other business projects as required.
- Spend time with direct reports and teams to increase knowledge and understanding of the UK platform market and the 7IM platform business. Where appropriate, attend client events.
Qualifications
Skills
- Able to handle complex data sets.
- A good understanding and working knowledge of Microsoft Excel, Word and PowerPoint.
- Proficient in the use of other Microsoft programs.
- Capable of keeping track of multiple projects and tasks all progressing at once.
- Capable of handling and driving change.
- Excellent written and verbal communication skills.
- Excellent time management skills.
- Ability to prioritise your workload to ensure deadlines are met.
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