Discovery Limited
Key Purpose
The Investment Marketing Consultant is a member of a high‑performance marketing team that partners with Discovery Invest to deliver integrated marketing and digital solutions in support of investment, retirement and wealth‑building propositions.
The Marketing Consultant will take ownership of marketing initiatives end‑to‑end, applying marketing and digital best practice, exercising sound judgement, and leveraging internal and agency relationships to deliver high‑quality outcomes within a regulated environment.
Key responsibilities
Marketing delivery & execution
Own and deliver integrated marketing campaigns aligned to Discovery Invest’s business objectives, taking accountability for quality, timelines and delivery across all touchpoints.
Manage multiple marketing initiatives concurrently, ensuring delivery within scope, budget and timelines.
Apply Discovery’s marketing model consistently across channels, products and audiences.
Stakeholder partnership
Partner closely with investment product, distribution, adviser, legal and compliance teams to understand business needs and translate them into effective marketing solutions.
Build and maintain strong working relationships with senior and technical stakeholders.
Act as a trusted marketing advisor within the Invest environment, providing considered input and recommendations to support effective decision‑making.
Content, communication & journeys
Translate complex investment, retirement and wealth concepts into clear, audience‑appropriate communication.
Contribute to the design and optimisation of intuitive, client‑centric journeys across digital platforms.
Create, maintain and coordinate marketing collateral across channels, with particular ownership of non‑social digital platforms (including websites, adviser tools and digital journeys), ensuring accuracy, consistency and ongoing optimisation.
Ways of working
Leverage internal teams and agency partners to deliver high‑quality output.
Work collaboratively across cross‑functional teams to ensure alignment and consistency.
Operate effectively within a regulated financial services environment.
Core competencies
Knowledge
Marketing and communication channels relevant to financial services.
Agency processes and working models.
Digital communication best practice and user experience principles.
Production processes, timelines and cost management.
Skills
Strong written and verbal communication skills.
Ability to structure, present and sell ideas clearly and confidently.
High attention to detail and strong project management capability.
Ability to translate technical or financial information into clear, credible messaging.
Effective stakeholder management and influence skills.
Attributes
Curious and motivated.
Commercially minded and customer‑focused.
Comfortable working under pressure in a fast‑paced environment.
Results‑driven, reliable and collaborative.
Education & experience
Qualifications
Minimum 3‑year undergraduate degree in Marketing, Communications, Finance, Investments, Economics or a related commercial discipline.
Postgraduate qualifications or professional certifications in investments, finance or wealth management (e.g. CFP®, CFA® Level I) would be advantageous.
Experience
3+ years’ experience in a marketing role, preferably within financial services, investments, retirement or wealth management.
Experience supporting integrated marketing campaigns across digital and traditional channels.
Exposure to working with complex products or technical subject matter.
Ability to execute effectively under guidance within a regulated environment.
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