Proposition Marketing Assistant

4 weeks ago


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

Quilter Cheviot seeks a candidate who can combine their knowledge and experience of wealth management with the desire to progress their marketing knowledge.
To excel in this role, the candidate must possess the ability to translate technical concepts into language that resonates with private clients and financial advisers.

They will have strong knowledge of wealth management with a particular emphasis on discretionary investment solutions. In addition, an understanding of financial planning concepts and solutions would be a distinct advantage.

They will have strong knowledge of wealth management with a particular emphasis on investment solutions such as Discretionary Investment Services, as well as Managed Portfolio Services. In addition, an understanding of financial planning concepts and solutions would be a distinct advantage.

About the Role

Level: 3

Department: Marketing

Contract type: Permanent

Location: London
  • Working with the marketing, proposition and distribution teams to design and execute go-to-market plans for our existing propositions, as well as new product and service launches.
  • Creating and maintaining compelling and tailored marketing and sales collateral that help target audiences understand the value added by using Quilter Cheviot's services and propositions.
  • Developing thought-provoking content and communication strategies to support the promotion of our core services and propositions, including through newsletters, campaigns, webinars and events.
  • Tracking KPIs, reporting on performance of marketing activity and optimising as required
  • Working with internal and external stakeholders to ensure messaging, content and collateral produced accurately represent and promote the propositions.
  • Keeping the sales team, investment managers, and financial planners up to date with marketing plans and any new collateral.
  • Regularly reviewing the market landscape and conducting regular competitor analysis
  • Staying informed about the regulatory environment to identify unique angles that impact or can be leveraged by propositions when devising marketing messages.
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.

This is the ideal role if you are looking to move from front office into marketing OR if you already have the blend of front office and marketing experience and looking for your next opportunity

Financial services experience is essential, ideally investment management or financial planning

You have good writing and research skills.

You can come up with engaging content and messages.

You are well organised and can work to tight deadlines.

You have experience building relationships with internal and external stakeholders.

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

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.


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