Marketing Executive - Professional Services
Marketing Executive - Professional Services

Marketing Executive - Professional Services

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive marketing strategies and campaigns to engage Financial Advisers and enhance client relationships.
  • Company: Join Quilter Cheviot, a leading wealth management firm with over 250 years of expertise.
  • Benefits: Enjoy competitive salary, flexible working, private medical insurance, and generous holiday allowance.
  • Why this job: Be part of a dynamic team shaping the future of financial marketing in a collaborative environment.
  • Qualifications: Experience in marketing within wealth management or financial services is a plus.
  • Other info: Embrace diversity and inclusivity while growing your career in a supportive culture.

The predicted salary is between 36000 - 60000 £ per year.

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About The Role

Level: 2
Department: Marketing
Location: London (Hybrid)
Contract: Permanent

As a Marketing Executive, you will play a key role in delivering the marketing strategy that engages and supports Financial Advisers. You will manage projects across different jurisdictions, collaborating with stakeholders from across the business to ensure campaigns are aligned and impactful.

Main Responsibilities

  • Reporting to the Senior Marketing Manager, you will be responsible for the execution of marketing activities for the Financial Adviser channel. This will involve a variety of responsibilities, including delivering campaigns, events, content and lead management.
  • Strategy & Execution: Collaborate with the Marketing and Sales teams to develop, manage, and implement the central marketing plan for Financial Advisers.
  • Campaigns: Support the delivery of targeted marketing campaigns designed to strengthen relationships with Financial Advisers, drive growth in our propositions and enhance engagement with key stakeholders. Ensure all campaigns are tracked and optimised.
  • Propositions: Support with production and management of content, collateral and events across propositions. Work with marketing executives to understand the factsheet production process and support in executing this on a monthly basis.
  • Content Development: Contribute to the creation and distribution of marketing content, communications, campaigns, and advertisements. Ensure timely delivery across appropriate channels.
  • Financial Promotions Compliance: Ensure all content complies with regulatory standards by adhering to the company’s financial promotions policies and procedures.
  • Events: Assist in the planning, execution and promotion of high-quality events, including seminars, webinars, and other adviser-focused activities. Work closely with internal teams and external partners to ensure events meet strategic objectives and align with Quilter Cheviot’s brand.
  • Lead Management: Track leads generated through central marketing activities. Collaborate with the Sales team to ensure leads are aligned with the broader distribution strategy.
  • Stakeholder Management: Build strong working relationships with internal teams, including Investment Managers, the Research Team and the Technical Team, to ensure clear communication and effective collaboration.
  • Digital Marketing: Partner with the Digital Marketing Executive and Digital team to support the development and execution of digital activity that enhances visibility across search, the website, social media, and email.
  • General Support: Provide support across day-to-day marketing activities and ad-hoc projects as required.

About You

Essential Experience & Skills:

  • The ideal candidate has experience in a wealth management, investment management or financial advice firm. Experience in marketing in wealth or investment management, or targeting Financial Advisers is a bonus.
  • Strong understanding of financial products and services, including investments, retirement planning, and wealth management.
  • Excellent written and verbal communication skills, with the ability to tailor messaging to different audiences.
  • A proactive and collaborative approach, with the confidence to work independently and as part of a wider team.

#QC Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

  • Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
  • Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
  • Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
  • Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

  • Holiday: 182 hours (26 days)
  • Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
  • Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
  • Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
  • Life Assurance: 4x your salary.
  • Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
  • Healthcare Cash Plan: Jersey employees only.

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Marketing Executive - Professional Services employer: Quilter Cheviot

Quilter Cheviot is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values diversity and inclusivity. Our comprehensive benefits package, including a generous holiday allowance, private medical insurance, and participation in our incentive scheme, ensures that our employees are well taken care of while they contribute to shaping the future of wealth management.
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Contact Detail:

Quilter Cheviot Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Marketing Executive - Professional Services

✨Tip Number 1

Network like a pro! Reach out to people in the industry, especially those connected to Quilter Cheviot. Attend events, webinars, and even local meet-ups to make those valuable connections that could lead to job opportunities.

✨Tip Number 2

Show off your skills! Create a portfolio or a personal website showcasing your marketing projects, campaigns, and any relevant content you've developed. This gives potential employers a taste of what you can bring to the table.

✨Tip Number 3

Prepare for interviews by researching Quilter Cheviot’s recent campaigns and initiatives. Be ready to discuss how your experience aligns with their goals and how you can contribute to their marketing strategy.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Quilter Cheviot team.

We think you need these skills to ace Marketing Executive - Professional Services

Marketing Strategy Development
Campaign Management
Content Development
Financial Promotions Compliance
Event Planning and Execution
Lead Management
Stakeholder Management
Digital Marketing
Communication Skills
Proactive Approach
Collaboration Skills
Understanding of Financial Products
Project Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Marketing Executive. Highlight your experience in wealth management and any relevant marketing campaigns you've worked on. We want to see how you can bring your unique skills to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about marketing in the financial sector and how your background aligns with our values. Be genuine and let your personality come through!

Showcase Your Communication Skills: Since excellent written communication is key for this role, make sure your application is clear, concise, and free of errors. We love candidates who can convey their ideas effectively, so don’t hold back!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company there!

How to prepare for a job interview at Quilter Cheviot

✨Know Your Stuff

Make sure you brush up on your knowledge of wealth management and financial products. Understand the services Quilter Cheviot offers and be ready to discuss how your experience aligns with their needs, especially in relation to Financial Advisers.

✨Showcase Your Campaign Skills

Prepare examples of marketing campaigns you've worked on, particularly those targeting Financial Advisers or similar audiences. Be ready to explain your role, the strategies you used, and the outcomes achieved. This will demonstrate your hands-on experience and strategic thinking.

✨Be a Team Player

Quilter Cheviot values collaboration, so highlight your ability to work with different teams. Share instances where you've successfully collaborated with stakeholders or managed projects across departments, showcasing your proactive and supportive approach.

✨Ask Smart Questions

Prepare thoughtful questions about the company's marketing strategy and how they engage with Financial Advisers. This shows your genuine interest in the role and helps you understand how you can contribute to their goals.

Marketing Executive - Professional Services
Quilter Cheviot
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Q
  • Marketing Executive - Professional Services

    Full-Time
    36000 - 60000 £ / year (est.)
  • Q

    Quilter Cheviot

    200-500
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