£45,000-£55,000 London Near- Green Park (No sponsorship offered and must have investments)
Our client is an award-winning investment manager, and a leading provider of growth capital to UK SMEs and property finance to developers and real estate investors.
Who we are The team are bright, ambitious, and passionate about what we do.
Our non hierarchical and meritocratic approach results in a close-knit team with a unified goal.
We believe that success is produced by and belongs to all.
While our team has grown significantly, our values remain the same:
• Collaboration: Working together towards the same goal, sharing knowledge and expertise
• Aspiration: Striving for excellence in everything we do
• Respect: Fostering an environment where everyone behaves with respect and integrity
• Value Creation: Delivering outstanding results for our internal and external partners.
Our holistic approach to looking after our staff has meant that our staff turnover remains consistently low.
And while we don't adopt this approach for the accolades, we are delighted to have been ranked in the top 100 Great Places to work, Financial Services and Insurance (Small and Medium) and to be certified for the same.
Additionally, we have been ranked 70th in the UK's Best Workplaces 2024 (Medium category) and 28th out of 100 among the UK's Best Workplaces for Development 2024 (Medium category).
We were also finalists for the Equity, Diversity and Inclusion Programme of the year and the Mental Health & Wellbeing Programme of the Year in the Inspiring Women Awards run by Property Week.
The Role The expansion of our business and marketing efforts has led to the creation of a new opportunity within the Investments marketing team.
The primary responsibility of this role will be to manage our suite of marketing collateral, ensuring they meet the needs of our target audiences.
There will also be opportunities to contribute to various other communications such as emails, thought leadership content and webinars.
Reports to the Head of Marketing.
Key Responsibilities • Ownership of marketing collateral - client and adviser facing communications ranging from marketing brochures used within the pre-sales process, to aid sales for the Business Development team, to performance reports to enable investors to see how their investments are performing.
• Work closely with relevant stakeholders to produce and update documents and utilise their subject matter expertise.
The challenge will be to ensure their content suggestions are turned into customer friendly language.
These stakeholders include Product, Compliance, Legal, Operations, Finance and Sales.
• Work closely with our design team to ensure our documents are designed and brought to life in an engaging way, that represents our premium brand.
• Produce and ensure communications are maintained in line with financial promotion principles, using our compliance and asset management system, Dot Approve.
• Seek feedback from stakeholders across the business and our end audiences, to improve literature and identify gaps in our collateral suite.
This includes identifying opportunities to turn certain collateral into digital and video formats.
• Work closely with the Investments Head of Marketing and Marketing Manager to provide support on additional marketing initiatives including email communications, the production of webinars, thought leadership content, social media posts and campaigns.
• Manage the relationship with our print supplier, ensuring we always have print stock available.
This will involve conducting quarterly reviews with our supplier to ensure we are achieving cost efficiencies.
• Be a champion for Consumer Duty within the marketing team, ensuring that our communications are customer friendly.
• Be a Investments product expert within the team and work with our group digital marketing team to ensure our web pages are accurate from a product perspective and aligned to our collateral.
• Own our online literature library, using our CMS to upload all documents, ensuring collateral across the website is up to date.
Experience, skills and attributes required We are looking for someone who has proven experience of working in a fast paced and dynamic office environment, ideally within Investment Management, or financial services.
We are looking for someone who is highly organised, with exceptional attention to detail and a passion for creating first class communications.
The ideal candidate would be engaging, confident and love working with a wide range of stakeholders around the business.
• Prior experience in producing and managing collateral.
• Strong copywriting skills with the ability to turn technical information into customer friendly language.
• Numerate and analytical.
• Strong attention to detail.
• Exceptional organisational skills with the ability to multi-task and prioritise workloads and demands from across the business.
• Excellent communication skills, personable, confident and able to clearly articulate themselves.
The ability to communicate at all levels.
• Friendly and approachable, and a great collaborator.
• Have a solid working knowledge of Microsoft Office and ideally some experience of Microsoft Dynamics.
• Consistently demonstrates high levels of discretionary effort
• Kind and trustworthy
Importantly: Research shows that men typically apply for roles when around 60% of the criteria is met, however, women and other underrepresented people often only apply when they tick every box.
So, if you think you have what it takes, but don't necessarily meet every single point on the role description, please do still get in touch – we would love to hear from you!