
Financial Services Marketing Professional
St Albans, United Kingdom

Financial Services Marketing Professional
St Albans, United Kingdom
Andrew is a client focussed senior marketing professional with extensive experience of asset management, life company and distribution marketing. He has worked for Aviva Investors, Sesame and Irish Life & Permanent in a broad range of marketing/business development roles over a 20 plus year period.
He has particular expertise in building and growing third party strategic relationships as well as a strong and consistent track record in developing and launching new business initiatives including new products and tailored marketing campaigns and communications.
He is a creative and logical thinker, very results driven and gets the job done through excellent project management, organisational and communication skills. His experience is augmented by a broad range of qualifications including an MBA in Marketing Management, Chartered Institute of Marketing Postgraduate Diploma, Investment Management Certificate and PRINCE2 foundation project management.
Building holistic client marketing based solutions.
Client relationship development.
Campaign and project management.
Cross-functional relationship development and management skills.
Planning.
Communications.
Analytical problem solving.
Ability to deal at all organisational levels.
(Public Company; AV.; Investment Management industry)
May 2006 — June 2009 (3 years 2 months)
Compilation, management and execution of channel marketing plans to build business and strengthen relationships with 'Strategic Partner' clients including Aviva (formerly Norwich Union), RBS Bancassurance, Barclays and Nationwide.
(Public Company; AV.; Investment Management industry)
March 2002 — May 2006 (4 years 3 months)
• Developed innovative new initiatives to support fund sales including a commercial property ‘coach tour’ for Aviva IFAs and an investment team challenge for RBS Sales Managers.
• A Service Level Agreement compiled and delivered to pro-actively develop and support the Aviva marketing teams with Collectives and Life & Pensions investment business, involving significant input into product promotion and on-going campaign activities.
• Researched potential new partner relationships, developing targeting plans and proposition/pitch materials – this led to new property fund links with Skandia and a tie-up with Age Concern Financial Partnerships.
(Public Company; AV.; Investment Management industry)
September 2000 — March 2002 (1 year 7 months)
• Managed the Aviva Investor relationship with 15 Aviva Building Society partners including Portman, Coventry, Skipton and Chelsea. Focused on campaigns and improving product and promotional support.
• Handled all elements of marketing for the launch of a range of ISA products into Tesco Financial Partnerships.
(Public Company; AV.; Investment Management industry)
December 1999 — July 2000 (8 months)
• Successfully launched a new thematic fund including all marketing collateral, creative, media placement. Worked with the sales team on network/IFA relationships to establish associated joint marketing programmes.
(Privately Held; Financial Services industry)
September 1994 — September 1999 (5 years 1 month)
• Produced business plans and developed recruitment initiatives to drive IFA and new Associate (outsourced) membership growth.
• Identified and rolled-out ‘panelled’ product promotional campaigns with Life, Pension & Investment Companies.
• Created and policed new corporate ID; developed PR & external communications; design & print; advertising placement; recruitment conference and seminar organisation.
• Researched, developed and launched a successful ‘Marketing Club’ offering a range of services including a ‘Marketing Companion’; lead allocation; corporate brochure and web site creation; discounts on stationery, printing and mobile call charges. Club subscriptions exceeded £75,000.
• Developed national affinity group business Introducers including Cruse Bereavement Care, Fox FM and Interactive Investor, achieving valuable PR and in excess of 1,200 member leads over a two year period.
• Recruited and developed a team of three Marketing Executives.
(Public Company; IPM.I; Financial Services industry)
May 1987 — September 1994 (7 years 5 months)
• Significantly improved creative and printing efficiencies for Life, Pension & investment product materials.
• Developed the marketing elements of a ‘Framework’ recruitment package for Tied Agents and provided a marketing consultancy service to their businesses.
•Implemented a series of marketing educational initiatives, including a comprehensive client servicing programme, involving the running of workshops and production of guidance materials for all sales branches.
•Promoted a range of investment products.
Prince 2 Foundation , Project Management , 2009 — 2009
UKSIP Level 3 Investment Management Certificate (IMC) , 2004 — 2004
Diploma in Marketing (Dip.M.). , 1986 — 1986
MBA , Marketing Management , 1983 — 1984
Postgraduate Diploma in Management Studies (DMS) - with distinction , 1982 — 1983
HND , Business Studies (with distinction) , 1979 — 1981
Sailing, cycling and great music!
Chartered Institute of Marketing, The Institute of Direct Marketing, The Association of MBAs