Fruitful Career Opportunities

We are seeking experienced financial advisers to join our award-winning team. We are also interested to hear from any Financial Advisers who are looking to merge or sell their business.

Salary based on experience.

Benefits and details to apply can be found below.

***Please note, applications made via recruitment agencies will not be considered.***

We are currently looking to recruit a Head of Sales & Marketing to join our team in Caerphilly.

With exciting growth plans, we want to strengthen our team and are seeking individuals who will share our commitment to deliver business excellence.

Our award-winning group is committed to the development and wellbeing of our employees. We believe in a trusting partnership in return for rewards of a favourable employee benefits package, the offer of a share in the group, training and development schemes and financial assistance with qualifications.

Employees must support the company business plan, mission statement, values and goals.

We are seeking a Head of Sales and Marketing to be responsible for leading the strategic sales and marketing plan.

The successful candidate will need to ensure a strong focus on strategic sales and marketing management and  embedding an understanding of client behaviour, business dynamics and marketing best practice. They will play a key role in marketing planning, working with various stakeholders to drive the creation and execution of the strategic sales and marketing plan to meet business targets, providing management updates and regular scanning to identify external trends in service delivery, client expectations and communication and their impact on client audiences.

The role should provide advocacy for client focus and embrace continuous improvement to identify enhancements to the sales and marketing strategy.

They will need to understand the full marketing mix to support the planning, management and delivery of campaigns and projects for a range of business priorities, working with relevant colleagues to oversee multi-channel campaign design, and monitor and report results quarterly to the Group Board.

They will identify and enable opportunities for targeted, segment based activity, and develop and deepen excellent working relationships with internal and external specialist teams across communications, products, compliance, operations, client account management and client insight.

Key Skills for the Role

• Adapt at capturing customer insights and communicating key findings and have an appreciation of the technical aspects of product / service development.
• Significant experience of strategic planning.
• Experienced in all aspects of campaign execution, with a key focus on designing integrated marketing campaigns collaboratively using the full marketing mix including digital channels with proven results.
• An advocate for the client at all times with excellent inter-personal skills and the ability to influence and build relationships with colleagues across the organisation (including at board level) to take the client into account.
• Experience of working in cross-functional teams to achieve results.
• Proven experience of working at pace, and the ability to innovate and introduce new processes within a team.

Key Behaviours

• Seeing the Big Picture
• Changing and Improving
• Leadership
• Communicating and Influencing
• Working Together

Salary based on experience.

Benefits and details to apply can be found below.