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- Tasks: Support financial planners and create engaging marketing content.
- Company: Join a growing financial services team in Solihull.
- Benefits: Competitive salary, creative work environment, and opportunities for growth.
- Why this job: Be part of a dynamic team that values creativity and client relationships.
- Qualifications: Strong communication skills, Microsoft Office proficiency, and a positive attitude.
- Other info: Opportunity to work on diverse marketing projects and develop your skills.
The predicted salary is between 25000 - 32000 £ per year.
Type of Position: Marketing Assistant / PA (Financial Services) – Solihull
Pay: £25,000 – £32,000
Reference: #3382280
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:
- Provide high level technical and administrative support to the adviser.-
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare files including compliance required documentation; research; illustrations and supporting documentation;
- Ensure that files are complete with all required client identification documentation and necessary application forms;
- Lead the implementation the practice’s marketing strategy and content marketing plan to strengthen the relationship with existing clients and attracts prospective new clients;
- Manage the practice’s brand presence across approved channels including the website, socials, search and print;
- Create and maintain adverts and advertising material, including the distribution to clients and new prospects;
- Preparing, formatting, and editing a range of documents in Canva;
- Creating and interpreting a variety of reports within Salesforce, a key focus on key marketing campaigns;
- Organising and planning the production of all major marketing materials by working closely with printers and other involved parties.
- Familiarising yourself with all products and services offered by the company
- To support research to identify new markets and customer needs;
Knowledge and experience:
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.
- Professional and confident in dealing with people, working with total discretion at all times;
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Marketing Assistant / PA (Financial Services) - Solihull employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Marketing Assistant / PA (Financial Services) - Solihull
✨Tip Number 1
Familiarise yourself with the financial services industry and the specific products offered by the company. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in marketing roles. Attend industry events or join relevant online groups to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Showcase your creativity by preparing a mock marketing campaign or content piece related to financial services. Presenting this during your interview can set you apart and highlight your proactive approach.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since the role involves client interaction and creating marketing content, being articulate and clear will be crucial in making a positive impression.
We think you need these skills to ace Marketing Assistant / PA (Financial Services) - Solihull
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Marketing Assistant/PA in financial services. Emphasise your organisational skills, attention to detail, and any experience with marketing strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills can contribute to their marketing strategy and client relationship management.
Showcase Technical Skills: Since the role requires proficiency in Microsoft Office and tools like Canva and Salesforce, be sure to mention your experience with these applications. Provide examples of how you've used them in previous roles.
Highlight Communication Skills: Given the importance of client interaction in this role, emphasise your communication skills. Include examples of how you've effectively dealt with client queries or built rapport in past positions.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Showcase Your Communication Skills
As a Marketing Assistant/PA, effective communication is key. Be prepared to demonstrate your ability to handle client queries and build rapport. Use examples from your past experiences where you successfully managed client interactions.
✨Highlight Your Organisational Skills
This role requires excellent organisation and time management. Share specific instances where you've successfully juggled multiple tasks or projects, showcasing your ability to keep calm under pressure and meet deadlines.
✨Familiarise Yourself with the Company’s Services
Before the interview, take the time to understand the financial services offered by the company. This knowledge will not only impress your interviewers but also help you answer questions more effectively and show your genuine interest in the role.
✨Demonstrate Your Creativity
Since the position involves planning and delivering marketing content, be ready to discuss your creative approach to problem-solving. Bring examples of past marketing campaigns or materials you've worked on, especially those that were unique and engaging.
