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.