JOB DESCRIPTION

JOB TITLE Marketing Executive (12-Month Contract)

DEPARTMENT Marketing

REPORTING TO Marketing Manager

JURISDICTION Jersey/Guernsey (Group)

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, the Isle of Man, Mauritius and The Bahamas. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 250 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back- office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY This is a varied and hands-on role within Oak’s Commercial team, which encompasses the Group’s marketing, communications, business development, and broader commercial activity. As a Marketing Executive, you will support the delivery of high-quality BD events and campaigns that contribute to our growth and client engagement goals. Working closely with colleagues across jurisdiction, as well as external partners, you will help ensure our messaging is clear, consistent, and aligned with our evolving brand. This role also requires digital fluency and a strong grasp of AI tools and platforms that support marketing and communications efficiency. KEY RESPONSIBILITIES Events, Business Development & Intermediary Engagement

• Own the planning and delivery of the groups BD events, sponsorships, and conferences across jurisdictions.

• Liaise with suppliers, venues, and internal stakeholders to meet deadlines and budgets • Maintain Oak’s presence with industry associations and external visibility opportunities. Manage

the BD calendar and event tracker. • Assist with the preparation of credentials and pitch materials, including coordination of RFP

submissions • Track leads and opportunities using CRM tools, and contribute to pipeline reporting • Support intermediary engagement by maintaining contact lists, preparing updates, and providing

high-quality collateral.

JOB DESCRIPTION

• Track engagement metrics, and ensure follow-up actions are coordinated • Help ensure marketing and BD activities support client acquisition and retention goals

• Assisting with the Group’s Corporate Social Responsibility (CSR) programme and support the delivery of Environmental, Social and Governance (ESG) campaigns and content.

Campaigns, Content & Communications

• Co-ordinate and deliver marketing and business development campaigns across digital and traditional channels

• Draft, edit, and manage content (news releases, articles, newsletters, award submissions, case studies, and collateral) including segmentation, delivery, and performance tracking

• Maintain, and update the Oak and Opera website and social media channels • Ensure materials follow brand guidelines and messaging frameworks • Assist in maintaining a continuous feedback loop to refine messaging, targeting, and campaign

execution Internal Engagement & Collaboration

• Assist in the delivery of internal campaigns in collaboration with the People & Culture team • Create and publish internal news, announcements, and SharePoint content • Support the rollout and training of marketing and BD tools and templates across the group

General Support & Administration

• Work with external agencies to deliver marketing outputs, maintaining relationships with media and industry bodies.

• Support the tracking of marketing budgets and expenses • Provide essential support to the delivery of the group’s Commercial strategy and OKRs. • Complete other duties as required, in line with the role, team, and evolving function • Uphold Opera’s vision and values in all aspects of work • Completing and inputting time in the time billing system on a daily basis.

KEY COMPETENCIES & SKILLS • A minimum of grade B for English Language at GCSE (or equivalent). • A recognised Marketing qualification, preferably at Undergraduate degree level and be committed to

continuing to study to ensure continuous development. • Experience in a similar role, preferably in the Finance sector. • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel. • An enquiring mind, being able to question, research, apply and share learning. • Proficiency and comfort with technology and ability to adapt to various bespoke systems and IT

platforms. • Excellent organisational skills and ability to meet deadlines. • An understanding of the importance of consistently delivering high standards in a customer service

role. • A flexible attitude to working hours and team needs. • Ability to travel to other jurisdictions for learning and development and marketing experiences, as and

when required. • Ability to work under pressure & meet deadlines. • Excellent written and verbal communication skills. • A proactive approach to work & the ability to work under own initiative.

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________

KEY BUSINESS PARTNERS

• CEO, CCO, Directors and Managing Directors • Compliance/Data Protection/IT • People & Culture (employee engagement/internal marketing/communication initiatives) • External business partners such as agencies, third party introducers, suppliers, industry events

Job Specification

Direct Marketing Executive

Date: May 2024 The Company Healthspan is the UK's number one direct brand of vitamins and supplements. For more than 20 years, Healthspan has been the leader in the direct-to-consumer nutritional supplements market (with 50% market share) and is the third-largest brand in the overall retail market behind Boots and Holland & Barrett. In addition to vitamins, minerals and supplements, Healthspan has multi-million-pound ranges of products and brands developed in animal health and skincare, as well as an athletes' certified product range under the Elite brand. Acquisition and retention of customers is a key focus, as is growing the business through expansion into international territories and developing our subscription channel in order to grow. Culture A friendly and informal atmosphere in which we work hard and strive for innovation and success in our aim to support our customers in living a long and healthy life. The Individual This role will suit a school leaver or recent graduate who is keen to embark on a career in marketing. The candidate will demonstrate excellent attention to detail, strong communication skills and be able to multitask and work to deadlines. Role profile Reporting to the Direct Marketing Manager, the Direct Marketing (DM) Executive is a key member of the Retention Team who are responsible for instigating a communications programme through print and email that increases customer loyalty and promotes customer retention across the Healthspan portfolio of brands. The Retention Team drive a significant revenue stream for the business and are key in showcasing the brands values and beliefs to customers. Role objective

• Support the Retention team in delivering continuous improvement of our DM & eDM activity to

active and lapsed customers through a test and learn approach. Working with the Direct

Marketing Manager to evolve our DM capabilities to increase relevance and personalisation &

providing support to the eDM team.

Docusign Envelope ID: FAAB1129-F2BB-42F4-961F-03C434D7BE2B

• KPIs: Response rates (%), Customer retention rates (%), No. of subscription sign ups, Lapsed DM

response rates (%), No. of lapsed customers reactivated

Key tasks and responsibilities Campaign planning and coordination

• Work with the DM team and internal stakeholders to create monthly print Direct Mail campaign assets across the Healthspan portfolio of brands: Vitamins Minerals & Supplements, Skincare, Petcare and Elite

• Develop Direct Mail briefs across a range of assets including copy and imagery requirements

• Provide feedback via our online review platform

• Proof and sign off assets with a focus on accuracy and grammar

• Help manage the workflow within the DM team to ensure print deadlines are met. Liaising with designers to effectively schedule and prioritise assets based on deadlines and commercial importance

• Effectively communicate monthly campaign plans to internal stakeholders Market and results analysis

• Assist in producing and analysing monthly results documents to measure campaign effectiveness and develop insights for future planning

• Conduct competitor reviews around email and direct mail to ensure our continued competitiveness in the core VMS market and ad hoc reviews for the Skincare and Petcare market

Email marketing assistance

• Proof all email communications with a focus on tracking, links, codes, accuracy and grammar

• Help maintain the personalisation table within Adobe and ensure that information is correct and updated when necessary

• Adapt UK emails for the international campaigns ensuring the relevant products and promotions are communicated to help deliver strong international growth targets

• Basic HTML coding for eDM deliveries to publish communications through Adobe Campaign

• Assist with email campaign analysis and interpretation of data to help improve email KPI’s

Marketing administration

• Set up and test all DM offer codes on and off-line before campaigns go live

• Management of print purchase orders to facilitate the delivery of required print assets General

• Assist the eDM team where required

• Participate in marketing projects on an adhoc basis

Essential criteria

• Excellent attention to detail

• Ability to multi-task, excellent time-management and organisational skills

• Strong written & verbal communication skills

• Team player who is accountable, proactive and driven

• Excellent computer literacy

• Able to work under pressure and to tight deadlines

Docusign Envelope ID: FAAB1129-F2BB-42F4-961F-03C434D7BE2B

Desirable criteria

• Previous experience in a marketing role

• Marketing qualification

• Interest in wellbeing & nutrition

Docusign Envelope ID: FAAB1129-F2BB-42F4-961F-03C434D7BE2B

JOB DESCRIPTION

JOB TITLE Marketing Executive

DEPARTMENT Commercial

REPORTING TO Manager, Marketing Jersey

JURISDICTION Open to Guernsey, Jersey, Isle of Man or Mauritius

OAK SUMMARY Oak Group is a leading provider of Fund Administration, Private Client and Corporate Services. The Group is headquartered in Guernsey and has offices in Jersey, Mauritius, and the Isle of Man. Our clients range across high-net-worth individuals, families, corporate institutions and asset managers. Oak employs over 240 people, the majority of whom are qualified as accountants, corporate secretaires, and fiduciary professionals. We prioritise continuous growth and development of our people, recognising that their success is the foundation of excellent client service and business growth. Oak has a new ownership structure whereby it will be owned by a standalone company, Opera. The majority shareholder is Stephen Lansdown, co-founder of Hargreaves Lansdown, the U.K.’s largest stock broking firm and a member of the FTSE 100. Oak is privately owned with a fully-aligned strategy for growth and transformation. Our vision is long-term and extensive and will allow us to plot a strategic arc. Our holistic strategy includes investing into cutting-edge technology and data management tools, investing into back- office simplification to improve client and employee experience, extensive training for our team, and continually enhancing our employee value proposition all to align staff and shareholder interest and fuel a constant drive for sustainable excellence and growth. Oak is committed to this exciting journey. JOB SUMMARY This is a varied and hands-on role within Oak’s Commercial team, which encompasses the Group’s marketing, communications, business development, and broader commercial activity. As a Marketing Executive, you will support the delivery of high-quality campaigns, content, events, and internal communications that contribute to our growth and client engagement goals. Working closely with colleagues across jurisdiction, as well as external partners, you will help ensure our messaging is clear, consistent, and aligned with our evolving brand. In addition to core marketing responsibilities, you will coordinate Oak’s Group-wide CSR programme and assist in the delivery of ESG-related campaigns—reflecting our commitment to responsible business and positive impact. This role also requires digital fluency and a strong grasp of AI tools and platforms that support marketing and communications efficiency. KEY RESPONSIBILITIES Campaigns, Content & Communications

• Co-ordinate and deliver marketing and business development campaigns across digital and traditional channels

• Draft, edit, and manage content (news releases, articles, newsletters, award submissions, case studies, and collateral) including segmentation, delivery, and performance tracking

• Maintain, develop and update the Oak and Opera website and social media channels • Ensure materials follow brand guidelines and messaging frameworks

JOB DESCRIPTION

• Assist in maintaining a continuous feedback loop to refine messaging, targeting, and campaign

execution

Business Development & Intermediary Engagement • Assist with the preparation of credentials and pitch materials, including coordination of RFP

submissions • Track leads and opportunities using CRM tools, and contribute to pipeline reporting • Support intermediary engagement by maintaining contact lists, preparing updates, and providing

high-quality collateral. • Track engagement metrics, and ensure follow-up actions are coordinated • Help ensure marketing and BD activities support client acquisition and retention goals

Events, CSR & Brand Visibility

• Support the planning and delivery of events, sponsorships, and conferences across jurisdictions. • Liaise with suppliers, venues, and internal stakeholders to meet deadlines and budgets • Maintain Oak’s presence with industry associations and external visibility opportunities. Manage

the BD calendar and event tracker. • Coordinate and report on the Group’s Corporate Social Responsibility (CSR) programme and

support the delivery of Environmental, Social and Governance (ESG) campaigns and content.

Digital, Tools & Innovation • Suggest and implement improvements to digital processes and platforms. • Stay current on emerging marketing technologies and trends • Use AI tools, automation platforms, and analytics dashboards to support marketing efficiency

Internal Engagement & Collaboration

• Assist in the delivery of internal campaigns in collaboration with the People & Culture team • Create and publish internal news, announcements, and SharePoint content • Support the rollout and training of marketing and BD tools and templates across the group

General Support & Administration

• Work with external agencies to deliver marketing outputs, maintaining relationships with media and industry bodies.

• Support the tracking of marketing budgets and expenses • Provide essential support to the delivery of the group’s Commercial strategy and OKRs. • Complete other duties as required, in line with the role, team, and evolving function • Uphold Opera’s vision and values in all aspects of work • Completing and inputting time in the time billing system on a daily basis.

JOB DESCRIPTION

Employee Signature:_____________________________________ Date:_____________________ Employee Name: ________________________________________

Manager’s Signature: ____________________________________ Date:_____________________

KEY COMPETENCIES & SKILLS • A minimum of grade B for English Language at GCSE (or equivalent). • A recognised Marketing qualification, preferably at Undergraduate degree level and be committed to

continuing to study to ensure continuous development. • Experience in a similar role, preferably in the Finance sector. • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel. • An enquiring mind, being able to question, research, apply and share learning. • Proficiency and comfort with technology and ability to adapt to various bespoke systems and IT

platforms. • Excellent organisational skills and ability to meet deadlines. • An understanding of the importance of consistently delivering high standards in a customer service

role. • A flexible attitude to working hours and team needs. • Ability to travel to other jurisdictions for learning and development and marketing experiences, as and

when required. • Ability to work under pressure & meet deadlines. • Excellent written and verbal communication skills. • A proactive approach to work & the ability to work under own initiative.

KEY BUSINESS PARTNERS

• CEO, CCO, Directors and Managing Directors • Compliance/Data Protection/IT • People & Culture (employee engagement/internal marketing/communication initiatives) • External business partners such as agencies, third party introducers, suppliers, industry events