Client executive, financial services consulting firm

London, United Kingdom
£30k - £35k
19 Aug 2022
27 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
In this role, you will:
  • Plan and execute outbound campaigns, including writing origination emails to target companies
  • Prepare supporting documentation including proposals, engagement letters and due diligence questionnaires
  • Support the coordination of sales meetings with prospective clients and help the sales team prepare for meetings by producing comprehensive and thoughtful research packs
  • Direct marketing activities in support of our sales plan, including coordination of thought leadership content, outreach campaigns, plus tracking coverage
  • Own and maintain an events calendar to track key industry conferences, helping to coordinate attendance, as well as supporting the production of associated thought leadership content
  • Build and maintain relationships with industry experts, third party vendors, client stakeholders and prospective clients, working with them to understand their businesses and how our services can help them to be more successful.

Who are we looking for?
  • Relevant knowledge and skills gained in a commercial role (e.g. account management, business development or marketing). We would also consider applicants with a consulting background who are interested in moving to a more commercial, relationship-building role
  • Exceptional communication skills, both written and verbal
  • Highly organised, with the ability to prioritise and stay on top of a busy workload
  • Attention to detail, able to proofread emails, social media posts and longer form articles
  • Ability to use a CRM system like Dynamics or HubSpot would be advantageous, however full training will be provided
  • Genuine interest in building a career in the financial services sector.

What can you expect in return?
  • Hybrid working available, including access to our offices in Central London with roof terrace, onsite café and gym
  • Competitive package, with private healthcare, employee perks & contributory pension scheme
  • 25 days annual leave plus 8 bank holidays and office closure over Christmas period
  • Monthly team socials; recent activities include escape rooms, BBQs, darts, ping pong and more!
  • Join a growing business with a genuine passion for learning & development, and plenty of opportunity to progress onwards and upwards.

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