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Marketing Executive
Division: Marketing and Client Strategy
Location: London
Contract: Permanent
Working pattern: Hybrid
About the Role
Help shape how Rathbones supports and engages with the UK’s financial adviser community. We’re looking for a commercially aware and highly organised Marketing Executive who understands the intermediary market and the challenges advisers face.
Whether your experience comes from marketing, sales support, business development or another role within wealth management or a financial adviser firm, you’ll bring valuable insight into this audience and what matters to them.
Working closely with colleagues across Rathbones and our wider B2B marketing team, you’ll play a key role in delivering impactful marketing activity, creating and managing marketing materials, coordinating webinars, and ensuring every initiative aligns with our business objectives.
What you’ll be responsible for
- Support the development and execution of marketing campaigns targeting intermediaries, such as IFAs and wealth managers.
- Assist in the creation of campaign materials, including digital content, email marketing, social media posts, and print materials.
- Coordinate with internal teams, including sales and product development, to ensure that campaigns align with business objectives.
- Monitor campaign performance metrics and provide reports to senior marketing staff, offering insights and recommendations for improvement.
- Work with the Campaign Execution Manager on the logistics of digital campaigns, including setting up email workflows, managing social media accounts, and coordinating webinar promotions.
- Assist in the production and delivery of content for events, webinars, and in-person engagements, ensuring high levels of participation and engagement.
- Ensure brand consistency across all campaigns, working closely with the brand team to adhere to guidelines and messaging standards.
- Collaborate with external vendors, such as creative agencies and event organisers, to ensure the timely delivery of campaign assets.
- Conduct market research and competitor analysis to inform campaign strategy and targeting efforts.
- Stay informed on industry trends and incorporate these insights into campaign planning.
About you
If you meet some of these criteria and are excited about the role, we encourage you to apply:
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- Knowledge of financial services, investments and the intermediary market, with a desire to build knowledge of financial advisers, wealth managers and their clients further - Essential.
- Strong communication skills, with the ability to create clear, engaging and accurate content for professional audiences.
- Good organisational skills and the ability to manage multiple tasks, projects and deadlines simultaneously.
- An understanding of the importance of delivering a positive client and adviser experience across all touchpoints.
- Confidence working with a range of stakeholders and collaborating effectively with colleagues across marketing, sales and investment teams.
- Strong attention to detail and the ability to work accurately within a regulated environment.
- Creative problem-solving skills, with the ability to use data and feedback to make recommendations and improve future activity.
- Experience using Salesforce Marketing Cloud, Salesforce, or a similar email marketing platform is essential.
- Familiarity with digital communication channels, including email, CRM systems, websites and social media platforms.
- An understanding of the importance of brand consistency and maintaining clear, compliant communications.
We offer:
Our offer to you
We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.
We offer a comprehensive remuneration package, which we review regularly, and benefits include:
- A company pension - 9% non-contributory or 10% if you contribute 5%
- Private medical insurance – Individual on joining, family after 1 year’s service
- Life assurance - 8 x salary
- Income protection – 75 % salary
- Company share scheme
- Flexible holidays – purchase up to 5 additional days
- Discretionary bonus
- Green Car Scheme
- Family friendly policies – enhanced family leave for parents & carers
- Study support – study days and funding for courses and qualifications
- Season travel ticket loans
- Volunteering days
- Gym discounts
- Other voluntary benefits you can choose to suit you
Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:
- Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
- Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
- The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.
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Life at Rathbones
We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.
We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.
We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.
If you feel there are any reasonable adjustments that would make the process easier for you and help you to perform at your best whether that is due to disability, neurodiversity or other protected characteristic, just let us know by emailing us at recruit@rathbones.com.
Mission
We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.
Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing
These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.
We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.
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