Website Development for UK Wealth Management Firm – Social Media Manager
Overview:
Cornerstone Wealth Planning is a UK holistic financial planning firm that offers solutions and guidance for retirement, investments, tax planning, insurance, specialist wills, and lasting power of attorney.
Our clients are UK-based high-net-worth individuals, families, and businesses who are aiming to protect and grow their wealth across generations.
Our advisors have vast experience in the industry and are all at least level 4 qualified to give full UK financial advice in line with FCA advice requirements. Our CEO is also a level 7 chartered advisor.
We also have vast experience in wealth planning and restructuring for repatriate clients, who left the United Kingdom, took out products and policies overseas, and have returned back to the United Kingdom.
Purpose of the website:
The purpose of this site is mainly to provide some context of who cornerstone wealth planning is, to push branding identity, and to provide information to clients and other stakeholders on what services we offer. It is also a great way for clients to be able to login to the client access portal system.
Scope of Work:
We need a mainly informational website. Similar structure to this website; Envision Financial Planning, Cambridge, Cambridgeshire (envisionfp.co.uk)
Top right of all pages – link to client access portal.
We also have already purchased the domain: cornerstonewealthplanning.co.uk
Main sections:
Home
– A page with mainly branding graphics, photos, ethos, and links to other pages
– Links to FTSE100 / S&P500
About Us
– A page explaining our brand identity, vision, mission, and a meet the team section.
How We Work
– Detailing our approach to wealth planning and our step-by-step process from initial contact to ‘welcoming you onboard as a client’.
Our Services
– Contact bubble that goes to our main email
– Sections explaining what each of our services are, and why they are important.
Lifetime financial plan;
– Page demonstrating software/videos of the lifetime financial plan
– We will provide images, potentially pdf links.
FAQs
– Basic FAQs with common questions and answer dropdowns
– Links to pdfs of policies
Cornerstone Column
– Regularly updated blog posts/newsletter posts – we have our own copy writer
– We have a subscription service where the content is sent to us, and we push it out on our website weekly/monthly
Contact
– Contact number, interactive contact email section that goes to our main email.
Bottom of all pages
– Section with legal spiel
– Links to social media; LinkedIn, Trustpilot etc.
– Newsletter subscription sign-up
Design Requirements:
– Feel; modern, higher net worth, corporate yet caring.
– Branding; guideline attached, use the four colours in the pack, Aptos font everywhere apart from logo attached. Make sure to use the gold colour. We want it to feel sleek, modern and masculine – clean lines. No bright colours, nothing eccentric.
– Don’t use too many ‘family’ pictures, more legacy, generational wealth style images.
– Similar layout and structure to this; Envision Financial Planning, Cambridge, Cambridgeshire (envisionfp.co.uk)
– We also love the interactive, movement of this site https://sarahjenks.com/
– I have attached a few images to this job post of Steve Olsen's website, and Chang Sam's website – We like the feel of those sites.
Technical Requirements:
– The website needs to be responsive; and optimized for mobile devices, if someone uses a phone it must be suited for web browsing on the phone as well as desktop.
– Must have links to social media pages, client access portal and contact must be forwarded to our main email.
– We would like to have interactive links to things like the FTSE100 / S&P500 also
Content:
– Will provide logos and a full branding pack.
– Will provide text, and images of staff and you can use stock images where needed.
– 8 pages; Home, About Us, How We Work, Our Services, Lifetime Financial Plan, FAQs, Cornerstone Column, Contact
– Will provide videos for lifetime financial planning software.
Skills and Experience:
– Experience working with financial firms would be useful.
Communication:
– Email me or WhatsApp
– Happy to have video calls if needed.
– Available between Monday – Friday 9 am-5 pm UK time, unless I have another meeting.
Portfolio and Reviews:
– We would need to see examples of previous website projects completed by yourself and references or reviews from past clients.
Instructions for Applying:
– Apply through Social Media Manager’s messaging system.
– Send through your portfolios and reviews with your application
Posted On: April 26, 2024 07:49 UTC
Category: Web Design
Skills:PHP, Web Development, Web Design, Landing Page, Graphic Design
Country: United Kingdom
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