Assisting in the development and implementation of marketing campaigns
Reporting to the Head of Marketing you will be responsible for:
An excellent opportuinty for an experienced Marketing Executive with a passion for Events to join one of the UK's most dynamic Chartered Wealth Management Houses at their new Head Office.
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
General
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
Leading a large team, you will be responsible for the following key areas;.
Working alongside the Board and organisation's leadership team, the People Director will play a key role in the organisation's future growth strategy and be a trusted advisor on all people related activities.
The organisation
Excited to be working with a fantastic organisation with their HQ in the North East and proud heritage in the region.
With significant investment in development across the business and aggressive targets to obtain chartered status for its national adviser footprint in the coming years, this is an exciting opportunity for an individual to add significant value to a growing, dynamic business.
My client, a national Chartered Wealth Management Firm, is seeking a proven industry professional to lead on its technical training and development across the UK.
Role Overview
Supporting, training, and guiding learners and developing their personal and professional attitudes, skills, and abilities.
As our Marketing Manager, you will be responsible for developing and maintaining marketing strategies to meet agreed company objectives and oversee all marketing, communications, and promotional activities.
We have a fantastic opportunity for a Marketing Manager to join Lovell's North East region, to work from our Durham office.