Marketing Assistant
Wealthtime
Date: 1 week ago
City: Bath, England
Contract type: Full time
About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
As marketing assistant for Wealthtime you’ll help deliver a range of client communication, project and campaign initiatives. You’ll support the marketing team in executing various marketing strategies to enhance our brand presence, generate leads and drive customer engagement.
You’ll work closely with teams across the business including, client services and customer experience teams to deeply understand the needs of our clients, working collaboratively with the other members of the marketing team to deliver a range of activities and campaigns alongside the management of BAU activity, and ensuring all literature is up to date and reflective of the brand. products, and platform. Ultimately you’ll help the business to deliver against its goals and maintain a compliant suite of literature.
Additionally, you will develop and deliver clear engaging communications across multiple channels to ensure our employees are informed, aligned, and motivated.
You should be commercially minded, all our activities need to generate new leads and support new client acquisition, increase the value of our existing relationships and increase brand awareness.
Key Responsibilities
The responsibilities below give a taste of what you could be involved in over time.
Specialist Skills, Qualifications And Experience
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'
With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.
About The Role
As marketing assistant for Wealthtime you’ll help deliver a range of client communication, project and campaign initiatives. You’ll support the marketing team in executing various marketing strategies to enhance our brand presence, generate leads and drive customer engagement.
You’ll work closely with teams across the business including, client services and customer experience teams to deeply understand the needs of our clients, working collaboratively with the other members of the marketing team to deliver a range of activities and campaigns alongside the management of BAU activity, and ensuring all literature is up to date and reflective of the brand. products, and platform. Ultimately you’ll help the business to deliver against its goals and maintain a compliant suite of literature.
Additionally, you will develop and deliver clear engaging communications across multiple channels to ensure our employees are informed, aligned, and motivated.
You should be commercially minded, all our activities need to generate new leads and support new client acquisition, increase the value of our existing relationships and increase brand awareness.
Key Responsibilities
The responsibilities below give a taste of what you could be involved in over time.
- Update and maintain company literature and records to ensure accuracy and consistency.
- Own and manage third-party marketing tools and analysers, ensuring they are effectively utilised and integrated into marketing strategies.
- Assist in the development and implementation of marketing campaigns across multiple channels, including social media, email, and web.
- Create engaging content for social media platforms, blog posts, newsletters, and other marketing materials.
- Monitor and analyse the performance of marketing campaigns using tools like Google Analytics and provide insights for improvement.
- Internal comms creation and management including intranet, email comms, invites, events and activities to deliver the overarching Internal comms plan.
- Coordinate with external vendors and agencies for marketing collateral, advertisements, and promotional events where appropriate.
- Support the organisation and execution of webinars, workshops, and other marketing events.
- Conduct market research to identify trends and opportunities within the investment industry.
- Update the company website with relevant content and ensure it is optimised for SEO where appropriate.
- Assist in the preparation of marketing reports and presentations for internal and external stakeholders.
- Work with key stakeholders to communicate key company messages
- Manage internal communication platforms ensuring content is relevant and up to date ensuring brand voice and messaging is consistent across all channels
- Gather employee feedback and measure communication effectiveness and implement necessary improvements
- Handle administrative tasks such as scheduling meetings, managing marketing calendars, and maintaining marketing databases.
- You will act as a brand guardian within the business
- You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management
Specialist Skills, Qualifications And Experience
- Experience and working knowledge of marketing tools and mechanisms such as Google, retargeting activities, affiliate marketing, CMS (such as WordPress) and marketing automation tools (such as HubSpot) would be preferable but not essential.
- Experience of creating campaigns and content that focuses on different stages of the sales funnel i.e. brand awareness, acquisition of new targets and existing client base would be preferable but not essential.
- Understanding of financial promotion principles and processes desirable.
- Knowledge of Salesforce would be advantageous
- Experience in internal communications, corporate communications or a related field desired but not essential
- Strong story writing, editing and story telling skills
- Proficiency in communication tools like outlook, MS Teams and company intranets desired but not essential
- Experience of working with a range of investment and pension products would be advantageous
- Experience of working in the investment/adviser industry beneficial
- Proven experience of measuring the effectiveness of marketing activities and evidence of continual improvement
- An outstanding eye for detail and excellent organisational skills
- Proven ability to build and maintain relationships and networks – happy to engage with stakeholders
- Ability to work well under pressure, to manage multiple workstreams and to be able to deliver to tight deadlines
- Business Focus: The motivation and ability to apply good financial practice and company procedures at all times.
- Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and improves personal performance.
- Client and Customer Focus: Add value to client/customer, adhere to Treating Customers Fairly principles, and operate as a true business partner.
- Communication: Communicate clearly and concisely, tailoring content and style, with ability to make a positive impression on others.
- Working with others: Working successfully with others and building a network of good relationships in order to achieve shared goals.
- Operational Excellence: Continually delivering and improving excellence for all clients and customers.
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
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