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🥝 Marketing Assistant / PA (Financial Services) - Solihull

Artemis Recruitment Consultants | Solihull, United Kingdom | Posted June 26, 2026

Marketing Assistant / PA (Financial Services) - Solihull

Job Description

Marketing Assistant / PA (Financial Services) - Solihull

Our client is looking for a Marketing Assistant/PA to join their expanding team based in Solihull. You will be providing administrative support to the financial planner(s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. Alongside this, you will be responsible for planning, developing and delivering marketing content that’s unique and engaging.


Responsibilities:

  • Provide high level technical and administrative support to the adviser.-

  • Deal effectively with queries from clients and other parties through effective communication;

  • Prepare files including compliance required documentation; research; illustrations and supporting documentation;

  • Ensure that files are complete with all required client identification documentation and necessary app...

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