As an Investment Marketing Specialist, you will play a key role in supporting the growth of Benchmark’s investment solutions business through the development and delivery of high-quality, compliant marketing activity.
Working closely with investment, sales, distribution and compliance teams, you will translate complex investment concepts, market insights and performance information into engaging content and campaigns that support adviser engagement, client retention and commercial growth.
This role combines investment knowledge with marketing expertise and is ideal for someone who enjoys creating impactful communications, managing multiple projects and building strong relationships across a business. You'll have the opportunity to shape how Benchmark's investment proposition is positioned in the market and contribute directly to our continued growth.
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Translate investment strategies, market insights and performance data into compelling, compliant marketing content.
- Produce and deliver investment communications including quarterly client guides, factsheets, market updates, performance reports and promotional material.
- Develop and maintain marketing collateral, presentations and website content supporting Benchmark's investment proposition.
- Create engaging content for both adviser and client audiences.
- Plan and deliver integrated marketing campaigns across digital, email, social and partner channels.
- Build and manage targeted email journeys to support adviser engagement, lead generation and retention activity.
- Develop content and campaigns tailored to UK financial advisers and end investors.
- Support the promotion of investment thought leadership and market commentary.
- Deliver a programme of adviser events, webinars and investment updates.
- Manage relationships with third-party content distribution platforms and industry partners.
- Maximise engagement through effective content promotion and campaign execution.
- Work closely with investment, sales and distribution teams to ensure marketing activity supports business objectives.
- Partner with compliance teams to ensure all communications meet regulatory standards.
- Monitor competitor activity, market developments and industry trends to identify opportunities.
- Monitor campaign effectiveness and marketing performance against agreed objectives.
- Produce regular reporting and insight to support decision making and future activity.
- Manage budgets responsibly and maximise return on marketing investment.
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Experience within investment management, wealth management, asset management or financial adviser marketing.
- Strong understanding of investment products, financial markets and performance reporting.
- Experience creating marketing communications within a regulated environment.
- Proven experience planning and delivering integrated marketing campaigns.
- Strong communication and stakeholder management skills.
- Ability to manage multiple projects and competing priorities effectively.
- Strong writing, editing and content development skills.
- Commercial awareness and a data-driven approach to decision making.
- Knowledge of the UK intermediary and financial adviser market.
- Experience using Salesforce and Marketing Cloud Account Engagement (Pardot).
- Experience working with content distribution platforms and ratings agencies.
- Experience analysing and reporting on marketing performance metrics.
- CIM qualification or equivalent.
- IMC qualification or equivalent investment qualification.
- A proactive self-starter with a practical, can-do mindset.
- Highly organised with excellent attention to detail.
- Commercially minded and focused on delivering results.
- Confident communicating with stakeholders at all levels.
- A collaborative team player who enjoys working across multiple disciplines.
- Creative, curious and willing to challenge conventional thinking.
- Comfortable working in a fast-paced and evolving environment.
- Motivated by continuous improvement and finding better ways of working.
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Be part of one of the UK's leading financial planning and investment businesses.
- Work with industry experts across investment, technology and financial planning.
- Help shape and grow a strategic investment proposition.
- Access professional development and career progression opportunities.
- Join a collaborative and supportive culture focused on delivering excellent client outcomes.
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
