Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job DescriptionWhat will you be doing?
We’re seeking a talented individual to join our team in London on a 6 month FTC, which is responsible for playing a key part in delivering business and marketing objectives with a strong emphasis on email marketing within a regulated UK financial services environment.
You will be responsible for the day-to-day planning, build, execution and optimisation of email communications to clients and prospects, supporting acquisition, retention and engagement goals. You will also provide support to the Digital Marketing & Website Manager, contributing to content updates, testing and reporting.
As Digital Marketing Executive, your responsibilities will include among others:
- Plan, build and deploy email campaigns across the full customer lifecycle, including newsletters, campaigns, automated journeys and triggered communications.
- Use Dotdigital as the email marketing platform, building templates, managing contact data, setting up automations and monitoring deliverability and performance.
- Support the development and optimisation of segmentation, personalisation and targeting strategies to improve relevance, engagement and conversion and take a data-led approach to email performance, analysing open rates, click-through rates, conversions and longer-term engagement trends.
- Work with marketing colleagues to support integrated campaigns, ensuring email activity complements website, social and offline activity where appropriate.
- Support the Digital Marketing & Website Manager with uploading and formatting approved content, page updates and QA testing.
- Work with the Senior Marketing & Digital Analytics Manager to produce clear and concise reports on email performance, translating data into actionable insights for non-technical stakeholders.
To be successful in this role, you should:
- Proven experience in email marketing, ideally within a regulated or complex organisation with an understanding of email best practice, deliverability, GDPR and consent management.
- Hands-on experience with Dotdigital (or similar enterprise email platforms), with Dotdigital experience highly desirable.
- Strong analytical skills with confidence interpreting campaign and engagement data.
- Basic HTML knowledge and confidence working with email templates.
- Experience supporting website content management systems (CMS), without full ownership of site development.
- Strong attention to detail and accuracy, particularly important in a financial services context with an ability to explain performance, insights and recommendations clearly to a range of stakeholders.
Desired:
- Relevant digital marketing qualifications desirable although not essential.
- Project management qualifications desirable although not essential.
- University qualification desired but not essential.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Skills Required
- Proven experience in email marketing
- Understanding of email best practices, deliverability, GDPR, and consent management
- Hands-on experience with Dotdigital or similar enterprise email marketing platforms
- Experience with Dotdigital specifically
- Strong analytical skills and confidence interpreting campaign and engagement data
- Basic HTML knowledge and confidence working with email templates
- Experience supporting website content management systems
- Strong attention to detail and accuracy
- Ability to explain performance, insights, and recommendations clearly to stakeholders
- Relevant digital marketing qualification
- Project management qualification
- University qualification
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
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