Marketing Assistant / PA (Financial Services) - Solihull
Our client is looking for a Marketing Assistant/PA to join their expanding team based in Solihull. You will be providing administrative support to the financial planner(s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. Alongside this, you will be responsible for planning, developing and delivering marketing content that’s unique and engaging.
Responsibilities:
1. Provide high level technical and administrative support to the adviser.-
2. Deal effectively with queries from clients and other parties through effective communication;
3. Prepare files including compliance required documentation; research; illustrations and supporting documentation;
4. Ensure that files are complete with all required client identification documentation and necessary application forms;
5. Lead the implementation the practice’s marketing strategy and content marketing plan to strengthen the relationship with existing clients and attracts prospective new clients;
6. Manage the practice’s brand presence across approved channels including the website, socials, search and print;
7. Create and maintain adverts and advertising material, including the distribution to clients and new prospects;
8. Preparing, formatting, and editing a range of documents in Canva;
9. Creating and interpreting a variety of reports within Salesforce, a key focus on key marketing campaigns;
10. Organising and planning the production of all major marketing materials by working closely with printers and other involved parties.
11. Familiarising yourself with all products and services offered by the company
12. To support research to identify new markets and customer needs;
Knowledge and experience:
13. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
14. Excellent written communication skills;
15. Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
16. Good organisation skills;
17. Strong attention to detail;
18. Manages time effectively with the ability to multi-task;
19. Keeps calm when faced with conflicting demands and handles these effectively;
20. Demonstrates a positive attitude at all times;
21. Works well on own tasks as well as on shared goals as part of a team;
22. Open to change with a creative approach to problem solving.
23. Professional and confident in dealing with people, working with total discretion at all times;
24. Confident decision maker.