_{25th May, 2026}

Our Client:
Our established client is an international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning. This varied role will be responsible for managing client servicing activities, embedding high-quality client communication, and supporting the delivery of marketing initiatives across the business.

Job Description:
This key role combines a mix of marketing and client liaison responsibilities requiring confident communication and strong organisational/co-ordination skills.
  
The Successful Applicant:
Essential 

• Experience in client servicing, administration or co-ordination roles.
• Strong organisational skills – able to manage multiple tasks & deadlines.
• Excellent communication skills (written and verbal).
• High attention to detail and accuracy.
• Ability to work independently and collaboratively.
• Confident using CRM systems and Microsoft Office tools.
• Proactive problem-solving approach.  

Desirable 

• Experience in Financial Services or regulated environments.
• Experience using HubSpot or similar CRM platforms.
• Experience supporting marketing activities or campaigns.

  
Key Responsibilities:
Client Liaison & Relationship Management

• Act as primary point of contact for client servicing activities.
• Co-ordinate and manage the Annual Review process for selected clients.
• Contact clients ahead of reviews to confirm circumstances and gather relevant information.
• Answer client queries (non-advisory) and maintain clear communication throughout.
• Liaise with Advisers and internal teams to gather policy and client data.
• Maintain accurate and up-to-date client records and documentation.
• Ensure all client communications comply with company data security policies. 

  
Workflow & Process Management 

• Ensure Annual Review process is followed consistently and completed within timelines.
• Maintain and update review procedures, templates and tracking tools.
• Identify inefficiencies or gaps in processes and suggest improvements.
• Ensure high standards of accuracy, compliance and service delivery.

  
Regulatory & Compliance (Consumer Duty)

• Support the monitoring and application of Consumer Duty principles across client servicing activities.
• Ensure client communications and processes deliver good outcomes for retail customers.
• Review updates from compliance providers and implement required changes.
• Support the production of Consumer Duty MI and reporting.
• Work closely with the Certification Manager, Compliance Officer and Directors to ensure ongoing compliance.

  
Marketing & Administrative Support

• Provide admin support to marketing activities and campaigns.
• Manage and maintain CRM systems (e.g. HubSpot), ensuring data accuracy.
• Support the creation and distribution of direct mailers and client communications.
• Assist with webinar setup and co-ordination.
• Update and maintain company website content.
• Support marketing campaigns, including email marketing and client engagement initiatives
• Assist in producing Management Information (MI) and reporting on marketing performance
• Track campaign outcomes and provide insights for improvement

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