We are partnering with an award-winning investment solutions platform that supports ambitious financial advice firms in building and delivering their own investment propositions. Entrepreneurial, collaborative and forward-thinking, the business is focused on delivering outstanding outcomes for advisers and their clients.
Marketing plays a pivotal role in driving brand awareness, supporting sales activity and strengthening adviser retention. The Investment Marketing Specialist will sit at the heart of this effort, creating compelling, insight-led content and campaigns that position the firm’s investment team as a trusted partner to financial advisers. This is a mid-level role requiring strong investment knowledge, exceptional writing skills, and a solid grasp of digital marketing within a regulated financial services environment.
About the role:
*Support delivery of the investment marketing communications strategy and plan — on time and within budget — to drive profitable acquisition and retention
*Create high-quality investment content including thought leadership articles, reports, commentary, training materials, webinar content and event collateral
*Collaborate closely with the Investment team to translate technical market insights into clear, engaging and adviser-focused communications
*Develop and deliver campaign assets to support proposition developments, regulatory changes and strategic initiatives in partnership with Product and Sales teams
*Contribute to the continuous improvement of investment webpages, including testing and optimisation to enhance user experience and engagement
*Support the planning and execution of investment-focused events and webinars, ensuring content is relevant, differentiated and lead-generating
*Monitor performance of communications and campaigns, using adviser feedback and engagement data to drive continuous improvement
*Enhance investment-related social media presence, improving impressions, engagement and overall digital effectiveness
*Build deep market, competitor and customer insight to ensure communications remain timely, relevant and impactful
*Partner with key stakeholders, particularly Sales, to align marketing activity with commercial objectives and lead generation efforts
Skills & Experience:
*Exceptional investment writing, copywriting and content creation skills (essential)
*Strong understanding of investment products, markets and industry concepts
*Experience producing marketing content within a highly regulated environment
*Excellent communication and stakeholder management capabilities
*Marketing communications experience within financial services — ideally working with IFAs, platform services or investment solutions
*Knowledge of digital marketing, website optimisation and social media best practices is advantageous
Personal Attributes:
*Commercially minded with strong attention to detail
*Collaborative and confident working cross-functionally
*Proactive, organised and comfortable managing multiple priorities
*Passionate about delivering high-quality outcomes for advisers and clients
Regulatory & Conduct Expectations
As a regulated financial services business, all employees are expected to uphold the highest standards of integrity and professionalism. The successful candidate will:
*Act with integrity, skill, care and diligence
*Treat customers fairly and deliver good outcomes for retail clients
*Maintain open and cooperative relationships with regulators
*Observe proper standards of market conduct
This is an excellent opportunity to join a progressive, growth-focused organisation where marketing plays a strategic role in commercial success. You will have the opportunity to work closely with investment specialists, influence brand positioning in the adviser market, and contribute meaningfully to business growth.
If you are an experienced investment content specialist looking to combine technical expertise with creative marketing impact, we would love to hear from you.