Client area

We are recruiting a Marketing Executive to join us in our Birmingham office

Reporting to

Senior Marketing Manager




Reporting the Senior Brand & Communications Manager you will develop and deliver client engagement marketing initiatives that meet the goals and KPIs of the overall Ascot Lloyd 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 Ascot Lloyd 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.


  • With support from the Senior Marketing Manager and the wider team, plan the client communications programme including newsletters, regular portfolio updates, seasonal campaigns and service updates to ensure Ascot Lloyd clients are kept informed and engaged
  • Work with the Senior Marketing Manager and Head of Marketing to implement the overall Ascot Lloyd PR agenda and key messages through into client communications
  • Develop and deliver the schedule of client newsletters including setting the editorial content plan, gathering content, writing and editing content and overseeing the design, production and distribution in a timely way
  • Develop and deliver the schedule of client email updates including gathering content, writing and editing content and overseeing the design, production and distribution in a timely way
  • Support the delivery of reactive client communications needs in relation to business triggers such as an Adviser leaving or clients switching to other service propositions to ensure clients are informed and positively engaged through business change and that we aid client retention
  • Work across the team to seek ways of promoting marketing campaigns and initiatives that will benefit existing clients, thereby raising awareness of the Ascot Lloyd brand and encouraging 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 and work with other Marketing Executives and Communications Manager to repurpose and re-use content across all other channels
  • Work with Senior Marketing Manager and the Digital Marketing Executive and wider business stakeholders to implement NPS and understand, report client satisfaction and make recommendations on client communication improvement
  • Scope and introduce other client communication feedback and engagement mechanisms
  • Set the optimum marketing touchpoints for existing clients appropriate to their service proposition and manage the overall client communications calendar
  • Keep the Adviser Relationship Managers (ARMs) and the wider business briefed, informed and up to date about all client communications
  • Work with the ARMs and Advisers to generate content ideas and source written articles for client communications
  • Develop and maintain the suite of Ascot Lloyd stationery, including business cards as well as support on the maintenance and development of system generated client communication templates, ensuring brand management excellent client readability and appeal

Responsibilities - continued

  • Understand the end to end client journey and work with the Operations team and Sales to develop market-leading client communication documentation including valuation presentations etc
  • Ensure business and compliance approval on all communication and promotion material following agreed business sign-off process and ensuring regulatory compliance
  • Work with Head of Marketing, Senior Marketing Manager and business stakeholders to identify opportunities for deepening advocacy and uptake of services with existing clients and development of any marketing initiatives to support within the boundaries of GDPR and opt-in constraint
  • Specify and ensure the accuracy and cleansing of data extracts from IO database to fulfil client communications
  • Work with agencies, printers and mailing houses to design, print and fulfil client communications
  • Develop and deliver effective client communications to support any acquisition and client integration programme for AL acquisitions including writing and distribution client letters, development of any client collateral outlining changes.
  • 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
  • From time to time, support the Internal Communications Manager in developing and deploying internal communications content
  • Write campaign and design briefs for marketing initiatives
  • Work collaboratively across the team with other Marketing Executives and the Communications Manager to implement marketing initiatives through other channels
  • Ensure that all that all activities comply with regulatory compliance requirements and follow the Treating the Customers Fairly principles laid out by the FCA

Experience and core skills

  • At least 3 years’ 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
  • Ability to work independently and contribute in a team environment working collaboratively across the team to implement campaigns through all channels
  • Excellent interpersonal skills
  • Experience of using Dot Digital platform and working in the Financial Services (Independent financial advice) sector an advantage
  • Drive and ability to plan, prioritise and manage workloads
  • Ability to follow processes and procedures in a compliant manner
  • Excellent communication skills, both written and verbal
  • Attention to detail
  • Results-driven with a motivation to see initiatives through to completion and report with MI

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