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Reporting and Financial Promotions Executive

3 months ago

London, UK, United Kingdom Quilter Full time
What the Hiring Manager Says

This role sits in the Marketing team, working across the investment management and financial planning business units, and working with the channel marketers in the team. It is a great job for someone who is highly organised, proactive and works well with a range of stakeholders. The role reports into the Propositions Marketing Manager.

About the Role

The individual will work closely with the business's Marketing and Front Office functions to produce factsheets for all propositions and manage the schedule of award entries for Quilter Cheviot and Quilter Cheviot Financial Planning.

They will be responsible for managing the review of Financial Promotions (FPs) from a marketing and brand perspective, in particular, pitch documents and presentations, to ensure they are clear, fair, and not misleading.

Responsibilities:
  • Factsheets:
    • Ensure timely and accurate production and delivery of factsheets
    • Work with performance and risk team to conduct thorough checks prior to distribution
    • Reduce error rates and mitigate risks through the adoption of appropriate controls and process documentation
    • Timely distribution of factsheets to relevant internal and external stakeholders
  • Awards
    • Collate content for award submissions throughout the year for Quilter Cheviot and Quilter Cheviot Financial Planning
    • Follow and adhere to compliance procedures, getting the relevant approval before submission
    • Create and maintain an award database and liaise with external providers
    • Produce MI for reporting purposes
  • Financial Promotions (FPs)
    • Ensure accuracy and integrity of information presented, including ensuring that products, services and content are consistently and accurately represented
    • Work with investment managers, financial planners, and compliance to ensure all presentation material used by the business is compliant
    • Support the channel marketers in the the review of Financial Promotions (FPs) across all media and marketing material
    • Act as the main point of contact for all FPs related to presentations and pitch documents; work closely with Investment Manager, Financial Planners, Marketing and Compliance to ensure they are clear, fair, and not misleading
    • Ensure that all FP records are maintained and updated as required by the regulator
    • Assist with the periodic review of material created by the channel marketers
    • Maintain an up to date understanding of the Quilter Cheviot approach to responsible investment, to ensure that marketing materials correctly articulate this .
The individual in this role will work with teams around the business including Investment Management teams, Financial Planning teams, Sales, Compliance and Marketing.

Regulatory Obligations

Consumer Duty - delete if not applicable

The person in this role should have a good understanding of the principles of Consumer Duty and Compliance processes.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

The candidate should:
  • Be highly organised and able to balance competing deadlines/priorities
  • Be proactive and able to see things through to completion
  • Pay strong attention to detail and able to identify ways to improve processes
  • Be able to build relationships with stakeholders around the business.
Experience in financial services is a benefit.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-VS1 #QC #QCFP

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.