Responsibilities

• Support the planning, execution, and reporting of marketing campaigns for financial planning clients, with a focus on video, content, and organic channels.
• Assist in the creative ideation, creation, scheduling, and publishing of content across digital platforms (social media, blogs, email newsletters, webinars, etc.).
• Create on-brand supporting graphics and assets using Canva.
• Manage client relationships and participate in client meetings.
• Conduct market and competitor research to identify trends and new opportunities for client growth.
• Monitor and analyse marketing performance, preparing regular reports and recommendations for optimisation.
• Maintain and update CRM system, marketing databases, client records, and project management tools.
• Manage marketing compliance approval processes across relevant clients.
• Build and maintain marketing automations to support lead nurturing.
• Own project timelines and keep work moving without needing to be chased.

Requirements

• Excellent organisational and project management skills, with the ability to manage multiple clients, projects and deadlines simultaneously.
• Strong copywriting skills and an excellent standard of written English.
• Strong attention to detail and accuracy.
• Willingness and ability to travel within the UK from time to time for client meetings, events and team activities (all travel expenses reimbursed).
• A positive, proactive approach and willingness to take ownership of your work.
• An ability to build strong, positive working relationships with clients and colleagues.
• An understanding of social media and content marketing best practices.
• Basic design skills and confidence using Canva.
• Able to work independently in a remote environment while collaborating closely with the wider team.
• You must have the existing right to work in the UK.

Preferred

• These skills and experiences are desirable rather than essential. We’re also keen to hear from people with transferable skills gained in fast-paced, customer-facing environments who are organised, adaptable and ready to learn.
• Previous experience in a marketing role, ideally within an agency or client-facing environment.
• Experience creating social media content, newsletters, blogs or webinar campaigns.
• Experience using GoHighLevel or another CRM and marketing automation platform.
• Experience working within financial services or another regulated industry.
• Familiarity with financial services compliance and marketing approval processes, particularly SJP approvals, would be particularly valuable.
• Understanding of SEO, email marketing and marketing analytics.
• Basic video editing experience using tools such as CapCut.

Benefits

• Competitive salary of £26,100 per annum , plus a MacBook Air and home office starter kit.