Marlborough Group is a successful investment business that manages over £15 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.
The Group employ more than 150 people across its business lines being:
Marlborough Group’s success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.
As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.
In addition to receiving a comprehensive benefits package, successful candidates will join a team who are committed to collaborative working in an environment where personal and professional development are genuinely valued.
This role is to manage the production and regular review of all product documentation and reporting. This includes the production of product documents and investor communications, such as Key Investor Information Document’s, Customer Facing Document’s for SDR (CFD’s), Prospectus documents, mailings and website notices. This is a consumer centric role with the main objective of making sure consumers understand the information they are given at the right time so that they can make informed decisions about their investments.
This role also covers product reporting, such as the EMT/EPT/TCFD reporting that supports the business in the distribution of its products and meeting its regulatory responsibilities.
This is a critical position given the importance of communicating with consumers and ensuring our products are represented accurately, so requires excellent organisational skills and attention to detail.
The role will require a close working relationship with multiple teams, engaging and building effective partnerships across the company. You will work with a range of internal stakeholders such as project managers, business development managers, Compliance, Investor Support and the Data Teams as well as managing external stakeholders such as sponsors, administration partners and 3 party law firms.
The role requires a good understanding of the four Consumer Duty outcomes and the COLL rule book.
Skills:
Qualifications:
Experience:
Personal Qualities: