Marketing Assistant / PA (Financial Services) - Solihull
Marketing Assistant / PA (Financial Services) - Solihull

Marketing Assistant / PA (Financial Services) - Solihull

Solihull Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial planners and create engaging marketing content.
  • Company: Join a growing financial services team in Solihull.
  • Benefits: Gain valuable experience, develop skills, and work in a dynamic environment.
  • Why this job: Make an impact by enhancing client relationships and attracting new clients.
  • Qualifications: Strong communication skills and proficiency in Microsoft Office required.
  • Other info: Opportunity for personal growth and creativity in a supportive team.

The predicted salary is between 28800 - 48000 £ per year.

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 of the practice’s marketing strategy and content marketing plan to strengthen the relationship with existing clients and attract 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, with 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.
  • 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.
  • Excellent written communication skills.
  • 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.
  • Confident decision maker.

Marketing Assistant / PA (Financial Services) - Solihull employer: Artemis Recruitment Consultants

Join a dynamic and supportive team in Solihull, where your role as a Marketing Assistant/PA will not only enhance your professional skills but also contribute to meaningful client relationships in the financial services sector. Our company fosters a collaborative work culture that prioritises employee growth through continuous learning opportunities and innovative marketing strategies, ensuring you thrive in a rewarding environment. With a focus on creativity and effective communication, you'll play a vital part in shaping our brand presence while enjoying the benefits of a flexible workplace that values your contributions.
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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

Network like a pro! Get out there and connect with people in the financial services sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Marketing Assistant/PA gig.

✨Tip Number 2

Show off your skills! Create a portfolio showcasing your marketing content and any relevant projects you've worked on. This will give potential employers a taste of what you can bring to the table, especially when it comes to planning and delivering engaging marketing materials.

✨Tip Number 3

Practice makes perfect! Prepare for interviews by researching common questions for marketing roles and rehearsing your answers. Don’t forget to highlight your organisational skills and attention to detail, as these are key for the role.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly shows your enthusiasm and commitment to joining the team. So, don’t hesitate – get your application in!

We think you need these skills to ace Marketing Assistant / PA (Financial Services) - Solihull

Technical Support
Client Communication
Compliance Documentation
Marketing Strategy Implementation
Brand Management
Content Creation
Document Formatting in Canva
Report Creation in Salesforce
Market Research
Microsoft Office Suite (Outlook, Word, Excel, Power Query, OneNote, Teams)
Organisation Skills
Attention to Detail
Time Management
Team Collaboration
Problem Solving

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Marketing Assistant/PA role. Highlight your relevant experience in financial services and any marketing skills you have. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with what we're looking for. Keep it engaging and personal, just like we do at StudySmarter.

Show Off Your Communication Skills: Since excellent written communication is key for this position, make sure your application is clear and free of errors. We love attention to detail, so double-check everything before hitting send!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Artemis Recruitment Consultants

✨Know Your Stuff

Before the interview, make sure you’re familiar with the financial services industry and the specific products and services offered by the company. This will not only help you answer questions confidently but also show your genuine interest in the role.

✨Showcase Your Communication Skills

Since this role involves a lot of client interaction, be prepared to demonstrate your excellent written and verbal communication skills. Practice answering common interview questions clearly and concisely, and think of examples where you've successfully built rapport with clients.

✨Be Organised and Detail-Oriented

Highlight your organisational skills during the interview. You might want to share specific examples of how you’ve managed multiple tasks or projects simultaneously. This will reassure them that you can handle the demands of the role effectively.

✨Bring Your Creative Ideas

The role requires planning and delivering engaging marketing content, so come prepared with some creative ideas for marketing strategies. This shows initiative and that you’re ready to contribute to their marketing efforts right from the start.

Marketing Assistant / PA (Financial Services) - Solihull
Artemis Recruitment Consultants
Location: Solihull
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