Copywriter

2 weeks ago

Bromsgrove, Worcestershire, United Kingdom AFH Financial Group Full time

Copywriter
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.


We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities.

You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.


Working closely with the Marketing team and key stakeholders across the business, the Copywriter is responsible for creating clear and engaging copy for client communications that support the financial advice process, propositions, products and services that we offer.


Reporting to the Marketing Operations Manager, you will also support the production of all mandatory reports that clients receive on their fund/investment performance and valuations.


A primary focus will be managing the review and re-write of client communications under the requirements of the Financial Conduct Authority's Consumer Duty regulation, ensuring that brand differentiators, product, service and charging information is communicated in a clear, concise and client-centric way.


The role is responsible for maintaining the overarching brand tone of voice and naming conventions, plus advising key stakeholders on creating copy with the client in mind.


Key Responsibilities as our Copywriter will include:

  • Produce clear copy for client-facing communications which incorporates the principles of plain English, including but not limited to customer documents, servicing letters and mandatory reports.
  • Act as a review partner for collateral items produced by other department members to maintain the quality of clear copy written, ensuring that this isn't lost over time.
  • Be a brand champion and advocate to the wider business.
  • Agree business terminology, grammatical preferences and brand tone of voice to ensure that all pieces of copy produced are consistent.
  • Project manage copy elements of new clientfacing collateral, including production of project plans and management of stakeholders.
  • Act as a Marketing department key contact where appropriate, providing updates to the wider team on potential changes to products and services that may require resource or offer marketing opportunities.
  • Build and maintain excellent product and proposition knowledge and an understanding of the advice process journey to ensure copy is technically correct.
  • Work with the rest of the Operations team in following the internal stakeholder/risk/compliance approvals process, ensuring an audit trail of approvals is maintained.
  • Act as main point of contact for other clientfacing business areas for advice on producing clear copy for clients (eg: Operations team members, advisers, etc) as required and across any medium.
  • Undertake other projects/duties/responsibilities as required to support the rest of the team, department or the company.
  • Be proactive in personal professional development, to contribute to overall team performance.

What we are looking for in our ideal Copywriter:

  • English degree or similar qualification.
  • Previous experience of copywriting either inhouse or through an agency for financial services organisations.
  • Experience of Plain English principles (Plain English Campaign Diploma desirable)
  • Previous experience of obtaining a brief, sourcing information and insight from numerous areas and creating engaging and innovative content for a suite of collateral.
  • Proven project management experience.

Benefits of working for AFH Wealth Management:

  • Training and qualifications
  • We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation.
  • Contributory pension scheme, and deathinservice benefit
  • Competitive salary and annual discretionary bonus, following one year's service.
  • Health benefit scheme including digital gym subscriptions, dental and optional treatments, and alternative therapies.
  • Flexible working options and competitive holiday allowance, with annual buy and sell scheme options.
  • Enhanced Maternity, adoptive and paternity pay
  • Loyalty bonus and additional holiday days, based on length of service.
  • Employee referral bonus scheme
  • Social events


With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms.

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