Marketing Governance Specialist

4 days ago

London, Greater London, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Job Description

We are seeking a Senior Manager to oversee our Marketing and Commercial activities, ensuring they align with legal requirements, industry guidelines, and internal policies. This role is responsible for providing oversight of all Marketing and Commercial activities, ensuring they are compliant with regulatory standards.

Key Responsibilities
  1. Monitor and interpret regulations: Stay up-to-date with relevant marketing regulations, including those set by the Financial Conduct Authority (FCA), Advertising Standards Authority (ASA), and other governing bodies. Translate complex legal jargon into actionable guidelines for the marketing team.
  2. Review Marketing materials: Scrutinize marketing collateral, campaigns, and other client communications to ensure compliance with regulatory standards. Partner with marketing colleagues to ensure this objective is compatible with delivering on the firm's marketing objectives and overall communications excellence.
  3. Provide guidance and training: Offer guidance and training to the Marketing and Commercial team on regulatory requirements, best practices, and potential compliance risks. Foster a culture of compliance awareness and accountability throughout the organisation.
  4. Collaborate with Legal and Compliance teams: Work closely with Legal and Compliance to address regulatory issues and inquiries related to Marketing and Commercial activities. Collaborate on the development of compliant marketing strategies and initiatives.
  5. Risk assessment and mitigation: Conduct regular risk assessments of marketing activities to identify potential compliance gaps or areas of concern. Develop and implement strategies to mitigate risks and ensure compliance with regulatory requirements.
  6. Stay informed of industry trends: Keep abreast of industry trends and best practices in marketing governance and regulations within the wealth management sector. Leverage this knowledge to enhance the firm's marketing compliance practices and maintain a competitive edge.
Qualifications and Experience

We are looking for an experienced professional with a strong background in marketing compliance, regulatory affairs, or a similar role within the financial services industry. The ideal candidate will have in-depth knowledge of regulatory frameworks governing financial services marketing in the UK, including FCA rules and guidelines.

What We Offer

We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a safe, supportive, and inclusive environment for all colleagues, regardless of identity, background, or circumstance.

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