JOB SUMMARY
- To support the Investment Management team with the design of marketing and client reporting literature
- To support in the preparation of presentation packs for business pitches
- Design of new promotional literature, client reports, meeting papers and other material for print and online
- Regular review and updating of information on presentation packs
- Similar assistance to other businesses within the Group may be required
- Promote and develop robust Operating Procedures across the business
MAIN DUTIES & RESPONSIBILITIES
To support the Investment Management team with the design of marketing and client reporting literature
- Managing workload and communicating progress
- Liaising with all involved from start to finish for each project
- Within corporate guidelines, produce and enhance literature with the aim of making them visually clear and appealing, as well as user-friendly for print and on-line
- Ensure that all materials meet the company's required standards, regulation and consistency
- Ensure accuracy and attention to detail in the production of these documents
To support in the preparation of presentation packs for business pitches
- Within corporate guidelines, produce and enhance literature with the aim of making them visually clear and appealing, as well as user-friendly for print and on-line
- Ensure all materials meet the company's required standards, regulations and consistency
- Ensure accuracy and attention to detail in the production of presentation materials
Design of new promotional literature, client reports, meeting papers and other material for print and on-line
- Liaise with all involved from start to finish for each project, including significant emphasis with UK Risk & Compliance to ensure FCA regulations are followed
- Within corporate guidelines, produce and enhance literature with the aim of making them visually clear and appealing, as well as user-friendly for print and on-line
- Ensure that all materials meet the company's required standards, regulation and consistency
Updating Information
- Ensure accuracy and attention to detail when updating information
- Liaising with all involved from start to finish for each project
- Monthly performance packs for prospective and existing clients
- Quarterly performance packs for investment team and group fund sheets
- Annually performance packs for KllD documents for group
Similar assistance to other businesses within the Group may be required
- Support staff from in other departments within the Group
- Managing workload and communicating progress with each department
Promote and develop robust Operating Procedures across the business
- You are responsible for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified.
- It is essential that any such changes are properly documented immediately.
QUALIFICATIONS AND EXPERIENCE
- Qualified to degree level or equivalent
- Excellent software knowledge: Adobe Suite: Acrobat Pro, lnDesign, Illustrator, Photoshop MS Office: Word, Excel, PowerPoint
- Prior Financial Services Business Analysis experience preferably within a Wealth Management business
- Experience of having worked on transformation projects desired
SKILLS AND COMPETENCIES
- Pro-active with the ability to take initiative
- Excellent attention to detail
- Ability to plan and prioritise work within an environment where more than one project is in progress
- Efficient and highly organized, with the ability to multi-task
- Excellent communication skills (written and verbal)
- Discreet, loyal, confidential & trustworthy
- Creative
- Team oriented with flexible approach
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