The Role
Our client is an Asset Management firm based in London and has a proven record of Investment capabilities covering a broad range of Investment Products.
The Presentations Marketing Executive will work within the Marketing Department and have responsibility for the production of a range of retail client and financial adviser focused marketing materials and product information that help promote and explain the Asset Management firm’s Investment Products and services - including presentations, sales aids, reports, brochures, advertising, administrative documents (terms, application forms).
The Presentations Marketing Executive will be responsible for updating and creating a range of marketing materials and financial promotions literature, including, for example, product reports, factsheets and client newsletters. Update and preparation of existing presentations and creation of new presentations using a variety of tools (including sourcing performance data from third party data vendors) Production of artwork, sourcing images, print buying and copy checking
The Presentations Marketing Executive will provide support for external events as required, which may include the preparation of packs, and organisation of corporate merchandise. Organising the production of branded items such as stationery and merchandise. Complete any additional ad-hoc marketing support required.
Ensure ongoing compliance with financial promotion rules. Maintain up-to-date procedures and adhere to all internal proceduresand act incompliance with Financial Conduct Authority rules and the principles of treating customers fair when producing marketing communications material.
The Candidate
2-3 years significant Marketing Design / Presentations experience across a range of document types within the Financial Services industry.
An understanding of investment products and financial markets and a solid understanding of Compliance frameworks and FCA guidelines.
High degree of IT literacy, MS Office applications and relevant design packages (including InDesign and PowerPoint) and the ability to transpose excel data into graphs and charts
Ability to communicate clearly and effectively with colleagues and stakeholders with good interpersonal and influencing skills
Ability to work under pressure and adhere to timescales
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Presentations Marketing Executive , Design , Asset Management Firm employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
