Top Tech Jobs & Startup Jobs

Provides administrative support to Financial Planners, including client communication, record maintenance, meeting preparation, valuations, account setup, AML documentation, policy information requests, and pipeline management. Ensures regulatory compliance, identifies risks and errors, supports digital portal adoption, and collaborates with operational teams to deliver strong client outcomes.

Plan, build, deploy, and optimize email campaigns across the customer lifecycle using Dotdigital. Manage templates, contact data, automations, segmentation, personalization, deliverability, and performance reporting. Support integrated marketing campaigns, website content updates, QA testing, and data-led recommendations in a regulated financial services environment. Collaborate with marketing and analytics stakeholders while ensuring GDPR, consent management, accuracy, and email best practices.

Supports financial planners with client relationship management, records administration, account setup, AML documentation, pipeline monitoring, meeting preparation, reporting, and operational coordination. Responds to client enquiries, assists with portals and digital tools, liaises with internal teams and third-party providers, and identifies or escalates compliance risks, errors, and process improvements.