Financial Promotions Officer

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  • Salary:

    £48,000 + excellent benefits

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  • Published:

    about 1 year ago

Our client is a leading Financial Services organisation who offer financial advice and services for individuals and business owners. An exciting opportunity has arisen to join the team to help the Financial Promotions department provide an effective approvals service on marketing and promotional communications. As Financial Promotions Officer, your main responsibility is to demonstrate and continually develop technical knowledge and competence with a view to having the responsibility for ensuring that they meet the standards prescribed by the Financial Conduct Authority (FCA), Advertising Standards Authority (ASA) and other regulatory organisations in the UK and Asia.

Key responsibilities include:

  • Demonstrate knowledge of both the branding and Corporate requirements and technical knowledge in respect of the products and services offered by the business
  • Ensure the Company is not exposed to any regulatory criticism or reputational risk
  • Assist colleagues and other business areas with queries they may have relating to financial promotions and the financial promotions function
  • Develop relationships with key stakeholders in other business areas, such as Marketing, Investment Management and Tax and Technical team
  • Deliver compliant financial promotions in line with agreed 48-hour SLA, keeping the submitter informed of progress and where necessary meeting alternative deadlines set and agreed
  • Highlight any concerns or issues to the Head of Financial Promotions
  • Ensure that all facts are established prior to decisions being made, providing a preferential service for Corporate items affecting the whole business and their partners
  • Make recommendations to continually improve the quality of financial promotions and the Financial Promotions function itself, providing constructive feedback to authors or the Financial Promotions Manager as appropriate


  • First-hand experience of approving financial promotions in a busy regulatory environment
  • Ideally a good understanding of digital mediums, especially LinkedIn and google+
  • Good generic technical product and business knowledge and understand the financial services sales process
  • High standard of communication skills
  • Level 4 Diploma in Financial Planning or studying towards

Please note, should you not receive feedback 28 days, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.