Head of Marketing Fulfilment

Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to significant growth we are now looking for a Head of Marketing Fulfilment.

Reporting to the Group Operations Director you will be responsible for the creation and ongoing management of Succession’s Marketing framework. This will involve working closely with key stakeholders across our Regional Leadership (Regional Partners and Operations Directors), Propositions and Public Relations to define and execute marketing campaigns through a controlled and measurable process in line with the marketing budget.

You will support a broad range of stakeholders by initiating, managing and evolving marketing programs to engage prospects and existing Clients in order to drive commercial value and deepen Client relations.

You will lead the team to deliver consistent communications and collateral in accordance with the marketing calendar and adhoc requests / briefs as we develop the Succession brand and Client engagement strategies; both internally and externally. In doing so you will take a proactive hands-on approach to delivery and will conduct yourself as a key business partner throughout Succession.

You will be responsible for creating and managing a centralised and controlled marketing tool-kit covering a number of channels and mediums and will own Succession’s brand identity, national marketing strategy and internal & external communications plans. You will also facilitate the creation and execution of local / regional marketing strategies encompassing Client prospecting, referrals and relationship deepening. Throughout this you will ensure that national and local marketing & communications activities articulate the Succession Wealth and support propositions in a compelling and engaging way in order to target different Client segments and geographical regions effectively.

You will oversee the management of Succession’s website properties, emails, brochures and office assets and also manage a number of third-party vendor relationships. In doing so, you will ensure that Marketing fulfilment is executed in line with the agreed marketing budget and within the Succession Group’s risk appetite.

But, it’s not just about what you bring to us…

You will receive a competitive salary and benefits package including, pension scheme, the opportunity for flexible working to ensure a greater work life balance, contributions towards any relevant exams and Death in Service. In addition, we offer opportunities for career progression to match your career aims and ambitions.

To be successful in the role you will need:
• Experience of leading a team and managing to deadlines
• To be highly organised and efficient
• Strong interpersonal and communications skills
• Bachelor’s degree in marketing, Public Relations, Journalism or related field
• 5 + years’ experience in marketing, communications or fulfilment services
• Experience of managing stakeholders at Director Level
• Demonstrable experience in creating, managing and delivering successful internal and external marketing campaigns
• The ability to work on several project simultaneously
• The ability to demonstrate our Core Values: Client Services, Long term and Sustainable, Integrity, Efficiency, Nimbleness and Team Working


To discuss this role further, please contact Charlotte Evans on 01752 968498 or alternatively you can email charlotte.evans@successionwealth.co.uk

Or click here to complete an online application form