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Marketing Manager - Financial Services (Cheltenham/Hybrid)

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about ourclients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

The Marketing Manager is responsible for contributing to driving organic growth through multi-channel marketing programmes through both direct and indirect marketing. With a strong focus on digital activity, you will build our online lead enquiry funnel as well as work collaboratively with our Business Development and Financial Planning team to develop wider marketing campaigns that deliver growth through other channels.

As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.

About you:

You are an experienced Marketing Manager and may have worked in professional services industries previously, ideally within Financial Services. You have excellent communication skills, both verbally and in writing and are able to build strong professional relationships with stakeholders at all levels.

You will be extremely organised and able to manage multi projects simultaneously, delivering on budget and within completed within agreed timescales. You are commercially minded, able to driver return on investment across campaigns.

You are experienced in digital marketing, SEO and google advertising and thrive in a busy, fast paced environment.

Key Responsibilities include:

Work with the HOM and wider marketing and Business Develop teams to design, develop and deliver organic growth marketing programmes across multiple channels.
Develop digital marketing strategies through paid Google and social media advertising, third party lead purchase and other direct marketing routes to deliver marketing qualified leads.
Develop partnership and introducer marketing plans working collaboratively with our Business Development team and Financial planners.
Develop and deliver marketing tools that help Financial Planners in their day-to-day client activities to aid with cross sell, upsell, and maximise the full potential of the Attivo offering.
Develop sponsorship and new client events working collaboratively with the Communications Manager to ensure all Attivo sponsorships and events serve to develop new clients as well as build relationships with existing ones.
Using a new CRM system (Hubspot) build a lead funnel to track leads from enquiry through to the client relationship team for qualification and handover to a financial planner for conversion.
Build a prospect marketing database to enable automated outreach marketing from data capture initiatives built in the lead gen programmes.
Build a lead nurture path to nurture cold to warm leads through enquiry by reengaging with them over a period.
Conduct competitive reviews and market analysis that builds insight to inform campaign strategies and plans.
Build test marketing approaches that enables us to learn and inform further activity.
Support the budgeting exercise building lead and sales forecasts based on marketing investment and reports to demonstrate ROI.
Build our review strategy to appeal to new customers overseeing and setting plans for the use of VouchedFor, Trustpilot, Google reviews, Glassdoor and any other review sites deemed appropriate.
Oversee the development, maintenance and performance of the Attivo website to maximise its potential for enquiry and presenting our proposition to the market place.
Oversee the development and delivery of Attivo Life content platform through digital channels for new clients.
Build and present a marketing dashboard to report weekly and monthly on marketing performance working with the HOM and Communications Manager
Day to day manage agency relationships ensuring partners are well briefed and budget is spent appropriately within limits to execute the marketing initiatives.
Work collaboratively across the team with the Marketing Manager and Marketing Executives to implement marketing initiatives through other channels.
Build supportive and collaborative relationships with all wider Attivo departments to ensure effective execution of marketing programmes.
Ensure that all that all activities comply with regulatory compliance requirements and follow the Financial Promotion requirements laid out by the FCA.
Through all of the above line manage and oversee the performance of our Digital Marketing Executive to support in all digital activity.

Essential skills and experience

At least 5 years marketing experience in a service industry ideally Financial Services
Excellent written and verbal communications skills with professional copywriting ability
Experience in building multi-channel lead generating marketing programmes digitally and though traditional channels like events, sponsorships and direct mail
Performance managed digital marketing campaigns
Experience in Google and social media advertising and SEO
Sophisticated email marketing experience using email marketing and CRM systems
Client journey mapping and build
Experience working collaboratively with sales and business development teams.
Budget management
Marketing agency and supplier management experience
Exceptional organisational and project management skills
Creative thinker able to come up with fresh and innovative ideas
Excellent stakeholder management skills at all levels
Results-driven with a motivation to see initiatives through to completion and report with MI

Desirable skills and experience

CIM or other professional marketing qualifications
Marketing related degree
Hubspot experience or certified or other CRM system management
Google analytics/specific digital training certificates
Line management experience of marketing executive level

Salary and benefits

up to £50,000 depending on experience

Attivo also offers:

Non-contributory Pension Scheme

Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Parking allowance (Cheltenham only)
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Marketing Manager - Financial Services

Marketing Manager - Financial Services

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