Part of Fintel plc, Defaqto is one of the UK’s most trusted sources of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions.
* Coordinating marketing projects - tackling tasks, aligning teams, making sure nothing slips
* Reporting and marketing administration
* Account managing and supporting key clients in the financial sector
What’s the purpose of your role?
You will play a key role in nurturing our partnerships with fund providers.
You’ll work closely with our sales and marketing colleagues, owning the relationship with fund providers to deliver a tailored suite of content (including video, blog, online and in-person events) to our adviser audience. You'll be central to ensuring tasks are delivered on time and to a high standard.
Internally this role is called Marketing Associate.
12 month fixed term contract (maternity)
Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology, and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice, and help the industry meet evolving customer needs.
What you'll do
You'll deliver exceptional marketing support under 4 key themes:
1. Partner relationship management
2. Conferences and awards events, online events
3. CRM and content marketing
4. Reporting
Partner Relationship Management
* Manage ongoing relationships with 21 enterprise partners and c.40 Standard Marketing Package providers, delivering consistent engagement and support to drive partner success
* Collaborate closely with BDM Providers to implement marketing initiatives and campaigns that enhance partner engagement and business outcomes
* Oversee distribution of content from enterprise partners to the Connected – Industry Insights page, supporting partners’ marketing and engagement activities
* Support new initiatives, including conference enhancements, to strengthen collaboration and satisfaction across all partner accounts
Adviser conferences, awards and online events
* Lead agency partners to plan conferences (London, Leeds, Harrogate) for 100+ advisers and awards event for fund providers, including venue, logistics and agenda
* Collaborate with internal teams to manage delegate recruitment including email and organic social
* Manage website assets and event content
* Deliver post-event comms and package deliverables, including marketing assets
* Coordinate and support online events
* Liaise with Insights team to plan content themes for annual webinar programme
* Actively engage partners with speaking opportunities for online events
* Take responsibility for delegate recruitment and event comms
CRM and Content marketing
* Collaborate with internal and agency teams to deliver video content for fund providers and award winners
* Maintain the RSMR blog with partner- and owned-content
* Develop and distribute the RSMR newsletter as a key channel for driving pipeline
Reporting
* With Sales, report on partner retention and future pipeline
* Work with Sales and Design to deliver quarterly reviews to over 20 Enterprise Group fund providers
What you'll need to succeed
Skills
* Good interpersonal skills: ability to create strong rapport and build trust quickly
* Strong organisational skills: ability to manage multiple projects, meet deadlines, prioritise work
* Attention to detail in all work (layout, grammar, consistency etc.)
* Proficiency with Microsoft365, Canva, WordPress
Experience
* 3-5 years of marketing client coordinator or account-management experience
* Experience in financial services preferred but not essential
* Agency experience would be very useful
Approach to work
* Ambitious and humble in equal measure: this role will juggle marketing admin tasks with high-profile strategic partner relationships
* Exceptional attention to detail and a pride in the quality of every piece of work
* Proactive, self-driven and able to work independently; also, comfortable collaborating as part of a team
* Flexible, adaptable to changing priorities and able to work under pressure when required
* Open to feedback and keen to learn
Location
This is a hybrid role spending 3 days a week working with colleagues. Based from either London or Haddenham.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.
Think Big | Be Bold | Own it | Team up | Be a Star
We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.
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Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
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