Marketing Specialist – Adviser Proposition

London (Greater)
27 Nov 2018
25 Dec 2018
HDLR 2325
Contract Type
Work Experience Level
Agency-side or Client-side
Client Side

2325 - Marketing Specialist – Adviser Proposition – London - c£40-60K




We are looking for a Marketing specialist to join a company who is a leader in the provision of software tools, performance analysis and investment data to the financial services industry.




This role will be will be responsible for leading the development and execution of the marketing strategy for the Financial Adviser sector and will be pivotal in supporting the growth strategy of the Distribution (Adviser) Sales Team. Reporting to the Head of Marketing, the Marketing Specialist – Adviser Proposition will:




Work across teams to build out revenue generating marketing campaigns for prospects and existing clients.


Be responsible for overseeing our Go-To-Market and product launch processes; acting as a link between sales and the propositions and research teams.


Develop and execute client segmentation and contact strategies.


Development and execution of campaign plans to ensure timely delivery of relevant and compelling marketing messages.


Measure campaign effectiveness against agreed metrics.


Briefing and/or creating sales tools/materials


Building awareness of competitor activity to help differentiate marketing communications and campaigns.


Budgetary control and management of relevant marketing activity.


Working with the Sales and wider marketing team to design and manage an events programme in support of broader revenue & retention targets


Creation of a thought leadership program to position the company as thought leaders amongst financial advisers and as a credible MPS proposition


Support the sales team in building out our adviser network and platform partnership program.


Manage our client communications program.




Experience Required


Experienced B2B financial services marketing professional, ideally with experience working for a Discretionary Fund Manager selling through the Adviser distribution channel.


Experience in campaign management and broad marketing skills (creative development, copywriting, idea generation and good design judgement.)


Experience of developing campaign briefs and propositions.


Strong copywriting skills


Knowledge of Salesforce and marketing automation systems (preferably Hubspot)


Good influencing and communication skills


5 - 8 years of experience ideally from a financial services marketing background


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