TAYLOR WEALTH MANAGEMENT Salary
UNIT 1A TRING BUSINESS ESTATE ICKNIELD WAY INDUSTRIAL ESTATE, ICKNIELD WAY TRING HP23 4JX ENGLAND
TIN: 09267342
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Earnings on positions in TAYLOR WEALTH MANAGEMENT
TAYLOR WEALTH MANAGEMENT is looking for employees for positions:
client services manager
Working hours
- full-time
Responsibility
- update and implement the current client servicing strategy
- management of the internal CRM system to ensure all clients receive the agreed service levels
- act as main point of contact for all clients on ‘non-advice’ queries
- arrange and prepare all review meetings for advisers
- deliver agreed marketing campaigns on an ongoing basis
- manage the distribution of marketing material to clients and new prospects
- work with the Practice Director and Advisers to develop and implement the Practice’s marketing strategy and annual marketing plan that strengthens the relationship with existing clients and attracts prospective new clients
- support the Partner with the end-to-end management of client events
Contract type
- permanent
Requirements
- occasional travel to other SJP locations
- previous experience in a marketing/support role, ideally in financial services or related sector
- advanced knowledge of marketing, ideally holding a Marketing degree or equivalent
- excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- knowledge of digital marketing and implementing a marketing campaign
- good organisation skills
- knowledge of relevant regulation and legislation
- comfortable with/experienced in using electronic data systems
Earnings on positions in TAYLOR WEALTH MANAGEMENT
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
1895 £