Company:        LAST WORD MEDIA

BRAND:            Portfolio Adviser

TITLE:              Delegate Recruitment - Relationship Executive

LOCATION:      Farringdon, LONDON

SALARY:          £22-24,000 + Commission


Background on Last Word Media

Last Word Media is an independent financial media solutions company. Set up in 2005 the aim of the organisation is to produce magazines, websites, events, and research for the quality end of the asset management industry. Its audience consists of discretionary portfolio managers, institutional investors, private bankers, and advisers specialising in investments. It aims to be the definitive guide for those involved in fund selection, asset allocation and portfolio construction. Its publications are read in the UK, continental Europe, South Africa, the Middle East, and Asia. www.lastwordmedia.com

Portfolio Adviser

Portfolio Adviser is the leading brand for wealth managers, discretionary portfolio managers, private

bankers and advisers specialising in investments across the UK, Ireland, and Channel Islands. As well as its news analysis website, monthly magazine, and bespoke guides, Portfolio Adviser hosts around 25 investment seminars per year, aimed at the most senior decision makers, heads of fund selection and fund research. They offer our carefully selected delegates the perfect opportunity to debate and discuss issues with some of the world’s leading fund managers in an educational and interactive environment.

The Role

Last Word is looking for a motivated relationship executive with excellent communication skills to assist its expanding Audience Development department. The successful candidate will play a leading role interacting and building relationships with senior fund buyers from our existing network as well as expanding our audience in the relevant markets.

Key responsibilities

  • Relationship Management: Building relationships with senior key individuals from financial institutions via meetings, phone calls, emails and social events
  • Research: Keeping up to date with broad investment trends, as well as researching fund buyers. Work with research team to meet survey response number for ongoing research projects. Conduct research trips to assigned market.
  • Pitching Portfolio Adviser: Understand, explain, and pitch to fund selectors the value of Portfolio Adviser (and other LW brands) can add for them.
  • Delegate Recruitment: Recruit fund buyers to attend high end fund events in the designated region.
  • Data: ensure in-house data is up-to-date and CRM system is maintained.
  • Teamwork: Work closely with the relevant teams (sales, events, editorial, marketing) to ensure we deliver a great experience to fund selectors and commercially viable solutions to clients.

What you’ll need

  • We are looking for a dynamic, highly motivated individual with:
  • Excellent interpersonal and communication skills, written and spoken English to a high level
  • The confidence to network and build lasting relationships with senior level decision makers
  • Proven ability of working under pressure, with great organisational and time management skills
  • UK travel is a necessary and attractive part of the role
  • Proven ability of working under pressure, with great organisational and time management skills
  • An understanding of financial markets and investment is an advantage but not necessary
  • Sales background is preferential

What we offer you

  • Excellent career prospects at a fast growing, highly regarded financial media company
  • Structured on and off the job training with a bespoke development programme tailored to your needs
  • Competitive salary (dependant on experience)
  • Opportunities to travel on the job
  • Pension contribution up to 5%
  • 25 days holiday per annum
  • Access to season ticket loan, cycle to work scheme.

To Apply

If you are interested in this opportunity, please submit your CV (no more than two sides of A4) and a one-page cover letter to

Closing date: Applications must be submitted by Sunday 4th August 2019