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 through our sister company, Quilter Cheviot Financial Planning. 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
Contract: Permanent
We are seeking an experienced and creative marketing professional to join our team and support us on a broad range of marketing initiatives across our UK and international office network. If you are enthusiastic, ambitious, and thrive in a fast-paced environment, this role provides an excellent opportunity to develop your marketing career in the financial services sector. You'll gain valuable experience across the marketing mix, through a variety of activities and support from fellow team members. I can ensure you no two days are the same.
I'm looking for someone who brings their experiences, passion, ideas, and aspirations to the table. We are a team of 16 who are collaborative and inclusive. We work together to produce quality work and support each other to ensure no one is 'left behind'. Although we all have our individual responsibilities and roles, everyone plays an equal part in the success of what we do.
With regular brainstorming sessions and planning meetings, you'll have the opportunity to shape our marketing strategies and make a meaningful impact.
As a Marketing Executive / Senior Marketing Executive, you will play a pivotal role in delivering a variety of marketing activities that resonate with financial advisers, professional contacts, and private clients. You will be working across multiple channels and jurisdictions as well as working closely with a variety of stakeholders across the business.
Main Responsibilities include:
Your responsibilities will include supporting on events that bring our brand and services to life, supporting our digital marketing efforts to engage audiences online, maintaining strong relationships with internal teams across our office network as well as external stakeholders where appropriate.
You will also work closely alongside the regional marketing manager to ensure all activity is continuously measured against agreed metrics.
Strategy and execution: Work closely with the regional marketing manager to develop, manage and execute the regional marketing plan, and associated budget.
Events: Support the execution of high-quality events, including seminars, webinars, and evening receptions targeted at financial advisers, professional contacts and private clients. Work closely with internal teams and external partners to ensure events meet business objectives, are aligned to the Quilter Cheviot brand and drive authentic engagement.
Campaigns: Support the delivery of multi-channel marketing campaigns aimed at growing business relationships and enhancing engagement with key stakeholders. Ensure all campaigns are effectively tracked, measured, and optimised for success.
Lead Management: Ensure any leads generated from regional activities are proactively followed-up. Work closely with our business development managers and Head of Offices to produce reports and MI. Monitor outcomes of all activities, check results against expectations and take appropriate action when these don't meet anticipated outcomes.
Stakeholder management: Work collaboratively with internal teams including investment managers and financial planners to ensure clear communication and foster strong partnerships to drive business growth.
Digital marketing: Where necessary collaborate with the digital marketing team to develop and manage digital campaigns, ensuring all activities are designed to enhance our presence across websites, social media, and email marketing.
Content: Support the production and distribution of content, marketing communications, campaigns, and adverts where needed and ensure it is distributed in a timely manner on appropriate channels.
Financial promotions: Ensures all content adheres to regulatory standards by following company financial promotions policies and processes.
Other: Provide additional support as needed, contributing to day-to-day marketing activities and assisting with ad-hoc projects.
About You
- Previous marketing experience is essential
- To be successful in this role, you must have great organisational skills, as you will be managing several activities simultaneously.
- You must be able to work to deadlines and perform well under pressure. Additionally, you will be responsible for building and maintaining effective working relationships with a variety of internal and external stakeholders.
- Experience in the financial services sector is essential.
- Candidates who have knowledge of financial products and services including investments, retirement planning, and wealth management would be desired but not required.
- Strong written and verbal communication skills is a must.
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.