Responsibilities

• Trial, document and roll out new AI and marketing tools, turning what works into simple, repeatable workflows for the wider team
• Support campaign planning, delivery and reporting to prospects and existing clients
• Write and update website copy, client literature, flyers and brochures in line with our brand guidelines and house style
• Plan, schedule and post social content, and report on reach, engagement and impact
• Maintain website content and monitor performance in Dragon Metrics
• Produce collateral and presentation materials for our Sales, Commercial and Executive teams
• Liaise with third-party agencies and suppliers on day-to-day deliverables, timelines and costs
• Support strategic projects, including the integration of acquired businesses

Requirements

• essential: a marketing degree or CIM qualification at Level 4 (or equivalent), or three years' marketing/communications experience; exceptional attention to detail; a strong level of written English and a feel for storytelling on brand; digital marketing literacy (Google Analytics, WordPress, CRM such as HubSpot); confidence with AI tools (Copilot and/or Claude); and the self-motivation to manage competing priorities to deadline.

Preferred

• financial planning or related industry experience
• project management
• negotiation
• video editing
• Adobe InDesign and Premiere Pro