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We are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. We are an expanding business with offices in London, Leeds City Centre and Bath.

Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, we are searching for enthusiastic and hardworking individuals to join our team.

Job purpose

  • To support TPO’s digital marketing strategy to achieve agreed business objectives to acquire new clients.
  • To ensure effective marketing communication and engagement to support existing client retention.
  • To keep up-to-date with new digital marketing techniques in order to contribute to the long-term development of our marketing strategy and its execution.

Key responsibilities

  • Email campaign creation, execution, analysis and reporting.
  • Supporting the delivery of webinars for both new and existing clients.
  • Management and evolution of the existing client referral scheme.
  • Supporting lead generation activity by maintaining accurate directory listings & external adviser profiles across multiple platforms.
  • Supporting the creation and updating of content for use across different platforms, including but not limited to the TPO website, TPO Wealth client portal & social media.
  • Maintaining consistent brand look and feel both on and off-line, in accordance with brand guidelines.
  • Representing & coordinating the marketing team input to the company monthly newsletter.
  • Administrative or other marketing support to assist with the efficient running of the department, as and when required.

Knowledge, skills & Experience

  • Excellent IT skills, including but not limited to: MS Office, Photoshop, Premier Pro
  • Working knowledge of: content management system(s) and email platform(s).
  • Excellent verbal & written communication skills, proof-reading skills and a keen eye for detail.
  • Ability to work collaboratively with colleagues and external agency partners and build strong relationships.
  • Excellent organisational skills and able to adapt to changing priorities with strong time management and a positive outlook.
  • Ability to interpret data, results, report on findings and recommend improvements.
  • An interest in financial services.
  • Relevant degree with digital marketing modules and/or experience.

Behaviours

  • Able to prioritise and cope under pressure.
  • Future focused, curious and open minded, seeks out evolving and innovative ways to identify opportunities for improvement.
  • Problem solver who actively looks for solutions.
  • Measurement and results focused.
  • Shows courage and confidence to speak up and challenge the status quo.
  • Self-motivation, resilient and a clear focus on attention to detail and high-quality output.

Core requirements

  • Maintain an understanding of the regulatory environment commensurate with the role.
  • Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures.

Benefits

  • Share Scheme
  • Company discretionary bonus scheme
  • Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications

*after qualifying period

Those successful in the first stage interviews will be invited to an in-house Graduate Assessment Centre on Tuesday 19th July.