Initially six months fixed term with a view to the role becoming permanent.
You will support the Adviser Team in prospecting and networking with new high-grade contacts. Using our marketing systems to approach appropriate prospects on behalf of our Adviser Team. Accuracy and attention to detail are required in this role together with excellent content writing and communication skills. You will need to be able to work independently and within a team and be prepared to work with the Advisers to ensure that all regulations are adhered to when making approaches towards the prospect network. Familiarity and confidence using Linked In and other Social Media platforms is an essential requirement.
Key duties and responsibilities:
Identify and market to new opportunities in our locality with the aim of opening up leads to possible clients and future introducers
Support the advisers with their own prospecting activities
Ensure that any prospecting is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Monitor leads (generated by this role) passed onto advisers to ensure timely follow up
Working closely with our in-house Marketing Manager and Marketing Co-ordinator
Work within and stay up to date with template changes and advice notes
Undertake continuous professional development to meet regulatory requirements and personal development needs
Perform administrative duties as required by the Practice from time to time to assist workflow
Knowledge and experience:
Strong written communication skills
Experience using LinkedIn and other social media vehicles
Experience of Financial Services products and services
Demonstrates up to date knowledge of relevant regulation and legislation
Able to transpose information accurately
Confident in dealing with third parties and can work with total discretion
Highly organised with excellent communication skills
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail
Manages time effectively with the ability to multi-task
Keeps calm when faced with conflicting demands and handles these effectively
Always demonstrates a positive attitude
Works well on own tasks as well as on shared goals as part of a team
Linked In Marketeer and Administrator
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