Wholesale & Retail employment contract

Retail Trading Assistant Employment Contract UK

Define accurate commercial support for retail trading teams across reporting, promotions and product administration.

Watercolour illustration showing Trading Assistant at work in Wholesale & Retail on a pale sage background
This contract includes Prepare daily and weekly trading reports. Maintain approved product and promotion data. Track actions from trading meetings. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

Looking for a Trading Assistant employment contract? This page takes you straight into the role-specific builder, with preview before payment and both PDF and DOCX files included after checkout.

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Legally validated and solicitor-approved contract framework

Reviewed for straightforward UK employer use

This page is maintained for UK employers creating trading assistant contracts for wholesale & retail. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

Download a polished PDF ready to issue and an editable DOCX copy for future updates.

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DOCXFully editable

Before you create it

Use this Trading Assistant contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Produce accurate trading reports, coordinate controlled product and promotion setup, and produce timely commercial action tracking.

Workplace context: Trading premises.

What makes this role different

Follow the Employer's documented arrangements covering category channel and calendar. Follow the Employer's documented arrangements covering commercial systems and access. Follow the Employer's documented arrangements covering promotion and price approvals. Follow the Employer's documented arrangements covering confidential data and deadlines. Follow the Employer's documented arrangements covering company policies.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The assistant may process approved activity but cannot set prices, commit stock or suppliers, or publish unsupported promotions beyond delegated permission. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

What to prepare before you issue it

  • the categories channels and reporting cycle
  • the trading product and promotion systems
  • the data-entry and publication permissions
  • the price discount and stock limits
  • the peak events and weekend support
  • the buyer merchandiser and finance contacts

Day-to-day operating brief

What Trading Assistant work looks like in practice

A Trading Assistant supports daily commercial decisions by preparing sales reports, maintaining product or promotion records and coordinating actions across buying, merchandising, marketing and operations. The job provides visibility of sensitive prices, margin and future campaigns but usually does not own final trading commitments. Terms should specify category, channel, systems, deadlines and permissions to enter or change commercial data. Trading administration often joins several short-lived decisions in one launch. Effective handover identifies the approved price, channel, dates, stock assumption and asset version so a later amendment does not leave contradictory instructions live. A post-launch check should confirm that the intended mechanic appeared consistently at till, online and in customer-facing material.

Responsibilities reflected in the contract

  • Prepare daily and weekly trading reports.
  • Maintain approved product and promotion data.
  • Track actions from trading meetings.
  • Coordinate information across commercial teams.
  • Check scheduled activity before publication.
  • Escalate data anomalies and missed approvals.

A realistic working scenario

A promotion appears in the planning sheet but lacks final margin approval. The assistant flags it before loading rather than assuming the planned date is authority to publish.

Outputs to agree

  • accurate trading reports
  • controlled product and promotion setup
  • timely commercial action tracking

Records and evidence

  • Sales and margin report.
  • Promotion setup and approval.
  • Product data change.
  • Trading action and exception log.
  • Work records.
  • Handover notes.

Reporting relationship

Typically reports to Line Manager or Department Manager. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • The assistant may process approved activity but cannot set prices, commit stock or suppliers, or publish unsupported promotions beyond delegated permission.
  • Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

  • EPOS.
  • Stock systems.
  • Card terminals.

Workplace context

  • Trading premises.

Contract priorities

  • category channel and calendar
  • commercial systems and access
  • promotion and price approvals
  • confidential data and deadlines

Information the employer should prepare

  • the categories channels and reporting cycle
  • the trading product and promotion systems
  • the data-entry and publication permissions
  • the price discount and stock limits
  • the peak events and weekend support
  • the buyer merchandiser and finance contacts

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Trading Assistant contract is built around

These role-pack details give an employer something concrete to check before using the contract for wholesale & retail work.

Work setting

Trading premises.

Primary duties

  • Prepare daily and weekly trading reports.
  • Maintain approved product and promotion data.
  • Track actions from trading meetings.
  • Coordinate information across commercial teams.

Tools and training to confirm

  • EPOS.
  • Stock systems.
  • Card terminals.

Governance focus

Employer procedures and role controls. Follow the Employer's documented arrangements covering category channel and calendar. Follow the Employer's documented arrangements covering commercial systems and access. Follow the Employer's documented arrangements covering promotion and price approvals.

Contract builder output

Trading Assistant clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Trading Assistant duties

Produce accurate trading reports, coordinate controlled product and promotion setup, and produce timely commercial action tracking.

Prepare daily and weekly trading reports. Maintain approved product and promotion data. Track actions from trading meetings. Coordinate information across commercial teams. Check scheduled activity before publication.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

The assistant may process approved activity but cannot set prices, commit stock or suppliers, or publish unsupported promotions beyond delegated permission.

Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Follow the Employer's documented arrangements covering category channel and calendar.

Follow the Employer's documented arrangements covering commercial systems and access.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Trading Assistant Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Trading Assistant contract is created, HR Actions help wholesale & retail employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

Choose the right level of support

Single HR Action or Unlimited

Buy one HR Action for one employee process, or use HR Actions Unlimited when you expect recurring HR work.

Keep the context together

AI Workspace support

HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

Each workflow keeps the case history, source context, reminders, documents and completion summary together.

Simple, transparent pricing

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Run employee lifecycle workflows with AI guidance, reminders, timeline and audit support.

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£9.99/month

Launch eligible HR Actions across your organisation without paying per employee case.

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Optional membershipCompliance Membership
£20.00/year

Optional yearly document maintenance, compliance reminders and update notifications.

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Frequently asked questions

Can a Trading Assistant load promotions?

Yes after the required commercial, stock and content approvals are recorded.

May the employee change retail prices?

Only within explicit system and delegated authority.

Who validates trading reports?

Use reconciled source data and the team's review control for material figures.

Can weekend reporting be required?

Yes where frequency, availability, handover and time arrangements are clear.

May confidential margin data be shared?

Only with authorised recipients through approved systems.

What happens when approvals conflict?

Pause the activity and obtain a clear decision from the designated owner.

Can the role contact suppliers?

Yes for assigned administration, without creating unapproved commitments.

Who owns trading spreadsheets?

Employer systems, models and commercial records remain company information.

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