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Client Engagement and Retention Marketing Executive

  • Salary: £35000 - £40000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Marketing
  • Job type: Permanent
  • Date posted:
    17 May 2019
  • Job reference: 32635

This is an exciting time to join one of the UK's leaving and rapidly growing IFA firms. They are currently expanding their marketing team and building their marketing approach to help the business grow. With a new team emerging, my client is looking for a Marketing Executive in Birmingham to help shape the future of this dynamic business by devising and implementing creative marketing ideas through to seeing the results, by working collaboratively across the business with teams of IFAs, Paraplanners and Administrators.

This is a brand-new role reporting the Senior Marketing Manager in a newly forming team you will develop and deliver client engagement marketing initiatives that meet the goals and KPIs of the overall company's marketing strategy and plan. You will take the lead in in managing, organising and delivering marketing touchpoints to existing clients to fulfil service obligations as well as further enhance client experience and exposure to the company's brand and full range of services and expertise. You will monitor effectiveness and gain client feedback to be able report on client engagement, satisfaction and retention.


  • Support the planning of the client communications programme
  • Develop and deliver the schedule of client newsletters, regular investment portfolio updates, seasonal campaigns and service updates to ensure the company's clients are kept informed and engaged
  • Gather content and copywrite/edit client communication and see through design, production and distribution in a timely way
  • Support the delivery of reactive client communications needs as required
  • Work across the team to seek awareness raising opportunities of promotion and campaigns in marketing initiatives that will benefit existing clients to raise awareness of the company's brand and encourage further uptake of products and services
  • Work with the Events Marketing Executive to scope opportunities for existing client events and support with communication and promotion to existing clients as appropriate
  • Share content developed for client communications to re-purpose and re-use content across all channels to prospective new clients
  • Support the implementation of NPS and understand and report client satisfaction
  • Scope and introduce other client communication feedback and engagement mechanisms
  • Work collaboratively across the business to gain input and ideas into client communications with key stakeholders
  • Develop and maintain the suite of the company's stationary, including business cards as well as support on the maintenance and development of system generated client communication templates
  • Manage the data for existing client mailings
  • Work with agencies, printers and mailing houses to design, print and fulfill client communications
  • Provide monthly reports and MI on client communications delivery and engagement
  • From time to time support the Senior Marketing Manager in developing other marketing initiatives and campaigns as required
  • Ensure that all that all activities comply with regulatory compliance requirements and follow the treating the customers fairly principles laid out by the FCA

To be successful you will need

  • General marketing experience
  • Campaigns management experience across all marketing channels including digital, PR, direct mail, print
  • Exceptional organisational and project management skills
  • Strong copy writing skills with the ability to write engaging content interpreting complex financial solutions in to jargon free, easy to understand and compelling communications
  • Agency management experience including writing briefs and managing and evaluating design ideas
  • Creative thinker able to come up with fresh and innovative ideas
  • Adobe creative Suite experience ideal but not essential
  • Ability to work independently and contribute in a team environment working collaboratively across the team to implement campaigns through all channels
  • Drive and ability to plan, prioritise and manage workloads
  • Ability to follow processes and procedures in a compliant manner
  • Attention to detail, results-driven with a motivation to see initiatives through to completion and report with MI

If successful, you will benefit from

  • Competitive salary
  • 25 days leave, rising to 28 days with service
  • Contributory pension
  • DIS x 4
  • Cover: Private medical, critical illness and income protection

If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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