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- Tasks: Support financial planners and create engaging marketing content.
- Company: Join a growing financial services team in Solihull.
- Benefits: Enjoy a dynamic work environment with opportunities for growth.
- Why this job: Be part of a creative team that values innovation and client relationships.
- Qualifications: Strong communication skills and proficiency in Microsoft Office required.
- Other info: Ideal for those who thrive in fast-paced, collaborative settings.
The predicted salary is between 24000 - 36000 £ per year.
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Job Reference:
056149b0bb1f
Job Views:
7
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
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
Contact Detail:
Artemis Recruitment Consultants 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. Understanding the key players, trends, and challenges will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with people who can provide insights about the industry and potentially refer you to job openings.
✨Tip Number 3
Showcase your creativity by preparing a portfolio of marketing materials you've created. This could include social media posts, adverts, or any content that highlights your ability to engage clients and promote services effectively.
✨Tip Number 4
Research the company’s current marketing strategies and think of innovative ideas you could bring to the table. Being able to discuss how you can enhance their brand presence will set you apart from other candidates.
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 administrative support capabilities, marketing content creation, and client interaction skills.
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 Soft Skills: The job description emphasises the importance of communication, organisation, and teamwork. Use your application to demonstrate these soft skills through past experiences or achievements.
How to prepare for a job interview at Artemis Recruitment Consultants
✨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. Discuss specific tools or methods you use to stay organised, especially when juggling multiple tasks. Mention any experience with project management software or techniques.
✨Familiarise Yourself with the Company’s Brand
Before the interview, research the company’s brand presence across various channels. Be ready to discuss how you can contribute to their marketing strategy and suggest ideas for engaging content that aligns with their brand values.
✨Demonstrate Your Technical Proficiency
The job requires broad experience with Microsoft Office and familiarity with tools like Canva and Salesforce. Be prepared to discuss your proficiency with these tools and provide examples of how you've used them in previous roles to enhance marketing efforts.
