If you're a creative, detail-driven marketer who wants to build genuine investment knowledge - and see your work used by advisers and clients every day - this is a brilliant place to do it
We're looking for an Investment Marketing Executive to join our growing team at Mattioli Woods, working across MWIM, iBOSS, KWIM and Maven. You'll create clear, compelling investment content that helps advisers have better conversations and clients make more informed decisions - translating complex investment thinking into materials that are accurate, accessible and engaging.
You don't need a background in financial services. You do need strong writing skills, a sharp eye for detail and a genuine curiosity about how investment markets work.
What we're looking for:
strong written communication skills - able to simplify technical concepts without losing accuracy
exceptional attention to detail, particularly with numbers, charts and technical wording
a creative instinct and understanding of audience engagement - knowing how to shape content that captures attention and resonates
excellent organisational skills, with the ability to manage multiple tasks and version-controlled documents simultaneously
a proactive, curious mindset - eager to learn about investments, fund propositions and financial markets, and always looking for ways to improve
a collaborative approach, comfortable working across investment teams, Channel Marketing, PR and Social Media
composure under pressure - able to handle reporting cycles and fast-moving market moments professionally
Financial services experience is a bonus, but strong marketing fundamentals and a creative mindset matter more.
What you'll do:
create investment marketing materials including factsheets, brochures, pitch decks, infographics and videos
draft clear, client-friendly content under guidance from the Investment Marketing Manager
assist with regular investment communications including fund-change notices and market commentary
prepare data tables, charts and summaries from investment platforms with a high level of accuracy
support multi-channel campaigns including emails, social content briefs and adviser toolkits
prepare content for investment-led events and webinars — slides, scripts and supporting materials
coordinate event logistics including registrations and follow-up communications
maintain investment content libraries with accurate version control and filing
assist with compliance review processes and approval channels
track engagement metrics including adviser usage, content downloads and campaign performance
About Mattioli Woods
With decades of experience, Mattioli Woods helps clients achieve financial security through tailored, relationship-led solutions. We combine technical expertise with a professional yet supportive culture - ensuring our people and clients thrive.
What's in it for you:
💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection
🎉 25 days' holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
If you're looking to build your career in investment marketing where your content skills and attention to detail are genuinely valued - we'd love to hear from you.
Skills Required
- strong written communication skills
- exceptional attention to detail
- creative instinct and understanding of audience engagement
- excellent organisational skills
- proactive, curious mindset
- collaborative approach
- composure under pressure
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
