At a Glance
- Tasks: Manage client relationships and support exciting marketing initiatives in a dynamic financial planning firm.
- Company: Join an international financial planning business with a focus on expat services and wealth management.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Other info: Opportunity to work in a collaborative team and enhance your career in financial services.
- Why this job: Be the voice of clients while driving impactful marketing campaigns in a growing industry.
- Qualifications: Experience in client servicing or administration, with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Our established client is an international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning. This varied role will be responsible for managing client servicing activities, embedding high-quality client communication, and supporting the delivery of marketing initiatives across the business.
This key role combines a mix of marketing and client liaison responsibilities requiring confident communication and strong organisational/co-ordination skills.
The Successful Applicant:
- Essential
- Experience in client servicing, administration or co-ordination roles.
- Strong organisational skills – able to manage multiple tasks & deadlines.
- Excellent communication skills (written and verbal).
- High attention to detail and accuracy.
- Ability to work independently and collaboratively.
- Confident using CRM systems and Microsoft Office tools.
- Proactive problem-solving approach.
- Desirable
- Experience in Financial Services or regulated environments.
- Experience using HubSpot or similar CRM platforms.
- Experience supporting marketing activities or campaigns.
Key Responsibilities:
- Client Liaison & Relationship Management
- Act as primary point of contact for client servicing activities.
- Co-ordinate and manage the Annual Review process for selected clients.
- Contact clients ahead of reviews to confirm circumstances and gather relevant information.
- Answer client queries (non-advisory) and maintain clear communication throughout.
- Liaise with Advisers and internal teams to gather policy and client data.
- Maintain accurate and up-to-date client records and documentation.
- Ensure all client communications comply with company data security policies.
- Workflow & Process Management
- Ensure Annual Review process is followed consistently and completed within timelines.
- Maintain and update review procedures, templates and tracking tools.
- Identify inefficiencies or gaps in processes and suggest improvements.
- Ensure high standards of accuracy, compliance and service delivery.
- Regulatory & Compliance (Consumer Duty)
- Support the monitoring and application of Consumer Duty principles across client servicing activities.
- Ensure client communications and processes deliver good outcomes for retail customers.
- Review updates from compliance providers and implement required changes.
- Support the production of Consumer Duty MI and reporting.
- Work closely with the Certification Manager, Compliance Officer and Directors to ensure ongoing compliance.
- Marketing & Administrative Support
- Provide admin support to marketing activities and campaigns.
- Manage and maintain CRM systems (e.g. HubSpot), ensuring data accuracy.
- Support the creation and distribution of direct mailers and client communications.
- Assist with webinar setup and co-ordination.
- Update and maintain company website content.
- Support marketing campaigns, including email marketing and client engagement initiatives.
- Assist in producing Management Information (MI) and reporting on marketing performance.
- Track campaign outcomes and provide insights for improvement.
Client Liaison & Marketing Co-ordinator in Bristol employer: Cornish-Vaughan Associates
Our client is an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation in the financial planning sector. With a strong emphasis on employee development, you will have access to ongoing training and growth opportunities, while enjoying a supportive culture that values high-quality client communication and teamwork. Located in a vibrant area, this role not only provides meaningful work but also the chance to be part of a forward-thinking international business committed to excellence.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Liaison & Marketing Co-ordinator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client servicing approach and marketing strategies. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role requires excellent verbal and written communication, consider doing mock interviews with friends or family. Get comfortable discussing your experience and how it relates to client liaison and marketing.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our team and ready to dive into the exciting world of financial planning.
We think you need these skills to ace Client Liaison & Marketing Co-ordinator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your client servicing experience and any marketing roles you've had. 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 the perfect fit for the Client Liaison & Marketing Co-ordinator role. Be sure to mention your communication skills and attention to detail, as these are key for us.
Showcase Your Organisational Skills:In your application, give examples of how you've managed multiple tasks or deadlines in the past. We love candidates who can juggle responsibilities while maintaining high standards of accuracy and service delivery.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Cornish-Vaughan Associates
✨Know Your Client Liaison Role
Make sure you understand the ins and outs of client servicing and relationship management. Brush up on how to effectively communicate with clients and manage their queries. Being able to demonstrate your knowledge of these areas will show that you're ready to hit the ground running.
✨Show Off Your Organisational Skills
This role requires juggling multiple tasks, so be prepared to discuss how you manage your time and stay organised. Bring examples of how you've successfully coordinated projects or managed deadlines in the past. This will highlight your ability to thrive in a busy environment.
✨Familiarise Yourself with CRM Systems
Since the job involves using CRM platforms like HubSpot, it’s a good idea to brush up on your skills with these tools. If you have experience, be ready to share specific examples of how you've used them to improve client communication or streamline processes.
✨Prepare for Marketing Discussions
As part of the role, you'll support marketing initiatives, so think about any relevant experience you have in this area. Be ready to discuss how you've contributed to marketing campaigns or supported administrative tasks in previous roles. This will show your versatility and readiness to contribute to the team.
