Job Description
Overview
The Marketing Manager for our IFA (Independent Financial Advisor) business will play a pivotal role in driving the company's growth through creative and strategic marketing initiatives. This individual will oversee lead generation campaigns, design impactful adverts, track conversions, and provide insightful reports to the executive management team on a monthly basis.
Key Responsibilities
Lead Generation:
* Develop and execute lead generation strategies to attract potential clients.
* Manage and optimise digital campaigns (Google Ads, LinkedIn, Facebook, etc.).
* Identify new opportunities through research, industry events, and partnerships.
Content & Digital Marketing:
* Create and manage engaging content for the website, blog, social media, and newsletters.
* Collaborate with financial advisers to produce educational and promotional materials.
* Oversee SEO and website performance to improve visibility and engagement.
CRM & Database Management:
* Maintain and update the CRM system with accurate client information.
* Promotion to clients of our client portal and other client experience tools.
* Segment and nurture leads through automated email campaigns and follow-ups.
Analytics & Reporting:
* Track and analyse campaign performance, providing insights and recommendations.
* Analysis of historical leads and conversion rates to develop target market and techniques
* Present regular reports on lead generation and marketing ROI.
* Competition analysis.
Event Planning:
* Project management of our annual personal finance conference
* Responsibility for internal events – Summer and Christmas Parties, Team Building Exercises
Qualifications and Experience
* Experience in marketing, lead generation, or business development (ideally within financial services or a regulated industry).
* Proficiency in digital marketing tools (HubSpot, Mailchimp, Google Analytics, etc.).
* Strong writing and communication skills.
* Ability to work independently and collaboratively within a team.
Additional Information
* Location: Harpenden and Hitchin
* Type: Full-time Preferred. Part-time considered.
* Salary: Dependent on Experience
* Benefits: Pension, Death in service, private medical cover, personal development budget.
Join our team and be a key player in driving our marketing success to expanding our client base and increase our assets under management to £1bn.