Our client is a well-established investment and wealth management business with a strong reputation for delivering high-quality investment solutions and financial planning services to private clients, financial advisers and institutional partners. With a client-first approach and a focus on long-term relationships, the business combines investment expertise with exceptional service to help clients achieve their financial goals.
As the business continues to grow, they are looking to appoint a talented Senior Marketing Executive to join their collaborative marketing team.
The role
This is an excellent opportunity for an experienced marketing professional with a background in investment management, asset management or wealth management to take the next step in their career.
The successful candidate will play a key role in developing and delivering marketing campaigns and creating high-quality content that supports the firm's investment capabilities, engages clients and advisers, and strengthens brand awareness. Working closely with investment specialists, business development teams and senior stakeholders, they will translate complex financial concepts into clear, engaging communications for a range of audiences.
This role would particularly suit someone who enjoys investment content, has a genuine interest in financial markets and thrives in a regulated financial services environment.
Key Responsibilities
The successful candidate will:
- Create engaging marketing content across digital and print channels, including market updates, investment insights, thought leadership, newsletters, client communications and campaign materials.
- Produce content that simplifies complex investment and financial planning topics for clients, financial advisers and professional audiences.
- Work closely with investment teams and subject matter experts to ensure content is accurate, relevant and commercially focused.
- Support the planning and delivery of integrated marketing campaigns promoting the firm's investment products, services and expertise.
- Collaborate with digital marketing colleagues to optimise content across the website, email marketing and social media channels.
- Coordinate marketing communications for events, webinars and client engagement initiatives.
- Ensure all marketing materials comply with financial promotions regulations, internal governance procedures and brand guidelines.
- Monitor campaign performance and use marketing insights to help improve future activity.
Skills & Experience Required
To be successful in this role, candidates should demonstrate:
- Previous marketing experience within investment management, asset management, wealth management or a similar investment-focused financial services business.
- Strong knowledge of investment markets, financial planning and investment products.
- Proven experience producing high-quality investment-related marketing content for clients, financial advisers or institutional audiences.
- Excellent copywriting, editing and proofreading skills with exceptional attention to detail.
- Confidence working with investment professionals and senior stakeholders across the business.
- Experience delivering marketing campaigns within a regulated financial services environment.
- Strong organisational skills with the ability to manage multiple projects and meet competing deadlines.
- Familiarity with content management systems, email marketing platforms and Microsoft Office.
- A degree or professional qualification in Marketing, Communications or a related discipline is desirable.
Why Apply?
This is an opportunity to join a respected investment business where marketing plays a strategic role in supporting business growth. The successful candidate will work alongside experienced investment professionals, contribute to meaningful client communications and gain exposure to a broad range of marketing activities within a collaborative, high-performing team.
