Financial Services Marketing Executive

Job Ref: 

My client is a successful Wealth Management firm based in Liverpool City Centre and they are currently recruiting for a Financial Services Marketing Executive to join the team.

The successful candidate will be working as part of a small marketing team delivering a section of the marketing plan to key targets audiences whilst developing the total customer experience. It involves working on many marketing projects, such as producing collateral as well as creating campaigns for client communications.

Experience of working as a Financial Services Marketing Executive within the Financial Services sector is essential for this position.

Key responsibilities for the Financial Services Marketing Executive:

  • Producing creative ideas or concepts for all marketing campaigns and projects within
  • brand guidelines
  • Ascertaining results to measure all campaigns
  • Liaising with all team members, suppliers and clients to ensure deadlines are met and projects are delivered
  • Ensuring the sign off process is adhered to and filing is complete
  • Ensuring newsletters are produced in a timely manner from inception through to
  • production and delivery
  • Creating campaigns for client communications working with the sales team to deliver awareness and direct response campaigns including the production of email invitations (evites), webcasts for animations etc.
  • Producing collateral and printed materials from creative through to print and production
  • Extracting data for mailings
  • Producing direct mail campaigns utilising email marketing and traditional methods
  • Producing various reports on marketing activity using our CRM system and liaising with departments to ensure all information is correct
  • Updating web content on the content management system e.g. WordPress and managing the development of various websites
  • Preparing messages for social media
  • Organising events with key suppliers
  • Placing advertising
  • Ensuring all internal departments are briefed accurately
  • Providing key MI and writing a section of the marketing report

Essential Requirements are:

  • Professional Marketing Qualification or Marketing Degree
  • Creativity and flair
  • Clear written and communication skills
  • Excellent attention to detail
  • Experience in marketing communications within the Financial Services sector
  • Ability to drive through marketing projects and campaigns, delivering results
  • Experience with digital marketing
  • Excellent organisational skills
  • Able to demonstrate project management skills



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