Contact us
Location
Swindon
Advertising Salary
Up to £65,000

The opportunity

As the Wealth Proposition Marketing Manager you will be responsible for the day-to-day delivery of the Wealth Proposition Marketing Strategy, including product communications and marketing campaigns to advisers, clients and relevant stakeholders. You'll ensure these are completed to a consistently high standard, on time and within budget, and in line with proposition development and deployment. This role covers delivery responsibilities across the Openwork brands.

This is a hybrid role with 2-3 days based in our Swindon office.

The benefits:

  • Salary - up to £65,000
  • Bonus scheme - on target bonus -15%
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  • Critical illness cover
  • Income protection - 1x salary
  • Death in service - 4x salary
  • 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

  • Creating and supporting marketing proposition support for key projects and programmes.
  • Supporting the development and managing the delivery of the annual Wealth Marketing Strategy and communications plan. 
  • Maintaining the suite of wealth marketing material and content, ensuring items are updated and re-approved as required.
  • Input to the development of new wealth marketing collateral and campaigns (print & digital) and managing key tasks to ensure these are delivered to the required standard, on time and within budget.
  • Management of the day-to-day delivery of communications to support the Wealth product proposition to advisers, staff and customers. 
  • Maintaining up-to-date Wealth product proposition content on Openwork’s Adviser portal. 
  • Working with Insight/Decision Science and Marketing Communications to devise and deliver targeted product campaigns that drive lead and revenue generation for advisers and Openwork.
  • Ensuring communications and marketing material is written and produced to required Openwork standards and complies with relevant regulations.
  • Understanding how all marketing collateral is used by advisers and customers, recommending changes as appropriate. 
  • Working with third party providers, 2plan and internal senior stakeholders to develop new innovative and market leading product propositions and devise go-to-market strategies in conjunction with the Proposition Marketing Head and other stakeholders.

What will you need to succeed?


  • Demonstrable experience in a marketing or communications role with a Wealth, Investment or Asset Manager.
  • B2B experience, B2B2C experience ideally – communicating to consumers via third parties.
  • Marketing or Communications qualification (ideally degree or equivalent).
  • IMC & CIM qualification would be preferred
  • Extensive experience within Financial Services.
  • A strong understanding of our business goals and structure, overall business climate (including competitors) and the market opportunities and threats that Openwork faces.
  • Adequate technical knowledge to understand and communicate to required audiences.
  • An appreciation of FCA regulations regarding marketing of financial advice and investments.
  • A solid understanding of current marketing principles and their application.
  • Ability to interpret technical or strategic information into simple, straightforward plain English appropriate for target audience.
  • Experience of using content management systems to publish online content.
  • Some experience of creative agency management and an appreciation of print and online content production processes.
  • Proven track record for delivery to deadlines.
  • Excellent interpersonal skills including the ability to build and maintain relationships with all levels of the organisation.

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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