Marketing Manager - Financial Services

03 Mar 2021
31 Mar 2021
Punter Southall Wealth
Job Discipline
Marketing (General)
Experience Level
Contract Type
Full Time
Job Title: Marketing Manager

Location: London

Salary: Competitive

Job Type: Full Time, Permanent


This is a varied role for someone interested in developing their marketing career within a financial planning and investment wealth business.

You will create and help develop marketing and communications strategies to retain and grow existing clients, acquire new clients, and support the brand and reputation of the business.

The Role:

You will be responsible for developing and managing project stages of both business operational and efficiency projects, promotional and campaign activity, from inception to delivery, through marketing communications, both on and offline, digital and traditional, internally and externally.

As part of this, you will work collaboratively with both internal stakeholders and external resources (e.g .design agency, printers etc) to create compelling market and sales relevant messaging and communications. You will create and provide direction on communications, editorial, branding and design, production and distribution of all materials.

Ensure articulation of the brand and image is consistent and supportive. Contribute to the periodic review and own the update and maintenance of brand guidelines.

Collaborate on the development of strategic planning for channels (i.e. website, social, digital, print), adviser, client and visitor journeys that employ these channels, and the activities and materials to be employed by the Business Development Team.

Collaborate on the development and implementation of marketing propositions.

Liaise with PR colleague/agency to provide advice, information, copy and copyediting, around agreed PR topics as part of the marketing plan.

Working collaboratively with a variety of teams, organise and deliver the company's participation in any exhibitions, conferences or sponsorship arrangements

Provide guidance and assistance to those colleagues who are developing client seminars, exhibitions and conferences.

Create solid, thoughtful and well-sourced entries for industry awards and taking a leadership role in helping to create and maintain an award and credibility strategy.

About you:

* Proven track record of working in marketing roles within, or for a financial services environment.
* Ability to meet tight deadlines, remain flexible and calm under pressure.
* Enjoy the challenges of a multi brand and channel business.
* Able to demonstrate a good awareness and practical understanding of the UK financial planning and investment management market. In possession of an understanding of the relationships between financial planning and investment management colleagues and their clients.
* Experience of Marketing within a regulated industry; thorough understanding of the role of Compliance and Legal (and legislation as well as regulatory guidance) in such an environment.
* Proposition creation, brand management, communications planning experience, along with the ability to effectively use owned, bought and earned channels for the broadcast of messages. Ability to articulate the brand framework, its components and meanings, and to use these appropriately in the development of marketing activity.
* Proven ability to manage and deliver campaigns and marketing projects. Track record in working effectively with a number of different stakeholders and colleagues.
* Proven ability to develop marketing proof points and key messaging. A flair for turning the key messaging into headlines for activation/campaign purposes.
* Experience of discussing, negotiating and agreeing marketing ideas and requests from professional (non-Marketing) colleagues in order to produce detailed and well-developed directions for Marketing projects and tasks that can be carried out to completion.
* Experienced in the ability to critique and discern improvements that can be made to artwork and communications and to communicate these changes effectively and in a way that benefits the plan, campaign or project.
* Ability to use Adobe Creative suite an advantage. Including InDesign, Illustrator, and Photoshop to acceptable standard for output.
* Familiarity with digital marketing tactics an advantage, including tracking methods such as Google Analytics and client / market sentiment for the purpose of enhancement of marketing and sales activity.
* Experienced in the application of creative thinking with proven listening, negotiating and influencing skills to solve problems and achieve results.
* Solid analytical skills with the ability to interpret information, news, data and research quickly essential.
* In possession of strong time management and project planning skills with a meticulous attention to detail.
* Support and help direct less experienced team colleagues in pursuance of their roles.

Please click on the APPLY button to send your CV and Cover Letter for this role.

Candidates with experience of: Marketing Manager, Marketing Campaign Manager, Marketing Supervisor, B2B Marketing, Senior Marketing Coordinator, Digital Marketing, Marketing Strategy Manager, Group Marketing Coordinator, Marketing Specialist may also be considered for this role.

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