At a Glance
- Tasks: Engage with financial advisers to create impactful marketing campaigns and content.
- Company: Dynamic company focused on responsible wealth management and client experience.
- Benefits: Pension, private medical insurance, life assurance, flexible holidays, and discretionary bonus.
- Other info: Hybrid work environment with opportunities for professional growth.
- Why this job: Shape the future of financial marketing while collaborating with diverse teams.
- Qualifications: Knowledge of financial services, strong content creation skills, and attention to detail.
The predicted salary is between 40500 - 49500 £ per year.
Experteer Overview In this role you engage with the UK financial adviser community to shape and deliver targeted marketing activities.
You will support campaigns, content creation, webinars, and events, ensuring alignment with business objectives and brand guidelines.
You'll collaborate across marketing, sales and investment teams to drive adviser engagement and deliver measurable results.
This is a hands‑on, cross‑functional position in a hybrid London setting with a focus on responsible wealth management and client‑adviser experience.
- Pay / Benefits
- Support development and execution of campaigns targeting intermediaries (IFAs and wealth managers)
- Create and manage campaign materials across digital, email, social, and print channels
- Coordinate with sales and product teams to ensure campaigns align with objectives
- Monitor campaign performance and provide insights and recommendations
- Assist with logistics of digital campaigns (email workflows, social media, webinar promotions)
- Produce content for events, webinars, and engagements to maximise participation
- Maintain brand consistency across campaigns in collaboration with the brand team
- Coordinate with external vendors to ensure timely asset delivery
- Conduct market research and competitor analysis to inform strategy and targeting
- Incorporate industry trends into campaign planning
- Tasks
- Knowledge of financial services and intermediary market
- Ability to create clear, engaging content for professional audiences
- Strong organization and multitasking skills
- Focus on positive client and adviser experience across touchpoints
- Stakeholder collaboration across marketing, sales and investment teams
- Attention to detail in a regulated environment
- Creative problem‑solving using data and feedback
- Experience using Salesforce Marketing Cloud, Salesforce, or similar email marketing platform
- Familiarity with email, CRM, websites and social media
- Understanding of brand consistency and compliant communications
- Key requirements company pension private medical insurance life assurance income protection discretionary bonus flexible holidays
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Intermediary Engagement Executive employer: Rathbones Plc
As an Application Engineer at our company, you will thrive in a dynamic and inclusive environment that prioritises employee growth and well-being. With a comprehensive rewards package and a commitment to work-life balance, including flexible holiday options and family-friendly policies, we ensure that our team members feel valued and supported. Join us in Glasgow, London, or Liverpool, where collaboration and innovation are at the heart of our agile culture, providing you with the opportunity to make a meaningful impact while advancing your career.
StudySmarter Expert Advice🤫
We think this is how you could land Intermediary Engagement Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Rathbones Plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Intermediary Engagement Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Rathbones Plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Rathbones Plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Rathbones Plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Rathbones Plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Rathbones Plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Rathbones Plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
