Senior Marketing Executive

Who Are We?

We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.

Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values. We empower our clients to achieve financial freedom and create a lasting legacy, while supporting our team members in finding satisfaction in their work, advancing in their careers, and taking pride in their accomplishments.

KBA are passionate about giving back to the community and helping those who need it where we can. We do this on both a company level and an individual level to engage with amazing causes close to our hearts.

We’re currently a talented, ambitious team of over 40 people with plans for continued growth over the years to come. Having doubled in size in the last few years and growing our turnover by over 25% per year consistently, it’s an exciting time to consider a career with us at KBA.

Our ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts. So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?

The Role

We’re on the hunt for a Senior Marketing Executive to join us at KBA. Reporting into the KBA leadership team and with lead functional responsibility for marketing, you will be building and delivering the marketing programme in support of business growth and long-term success at KBA. They will be responsible for overseeing a junior marketing executive as well.

Day to Day Accountabilities

• To shape and drive the delivery of overall marketing programme as an individual and in collaboration with the current marketing executive.
• To provide day-to-day support, expert guidance and long-term development for the marketing executive
• To deliver marketing programmes that generate new opportunity for KBA.
• To ensure that all marketing and related activities build a consistent and powerful brand for KBA.

Key Responsibilities

• To develop the marketing plan and manage the delivery of the annual marketing program, including budget planning and control.
• To lead the marketing team, take accountability for the success of the function, shape long-term goals, and build personal development plans for the team.
• To manage and support the marketing executive day-to-day with work priorities & guidance, giving hands-on support and collaboration as needed to ensure full integration and timely delivery of all activities.
• To shape, manage, and report on marketing performance metrics to the leadership team: managing expectations, driving success, and sharing learning and achievement across the team.
• To lead the marketing relationship with key partners, agencies and other stakeholders (eg The Openwork Partnership) with the goal of maximising value and opportunity and protecting KBA resources (people, time and budget)
• To communicate marketing activities clearly to the wider KBA team, ensuring that colleagues are aware of mutual expectations in driving the success of marketing programmes in support of KBA's goals.
• To build and drive the delivery of the activity plan to all marketing actions with a personal focus on delivering new opportunities for KBA in the form of:
• A target level of new client leads is consistent with target client typologies. and target number of new, relevant partnership opportunities.
• Greater awareness of the KBA brand among key audiences and better external understanding of KBA’s value proposition
• To manage team workload on agreed activities according to planned budget, timing, and quality.
• To manage the day-to-day external promotion on a range of paid and unpaid media, including social media, targeted PR opportunities, advertising, and external events identified as part of the marketing plan.
• To actively shape and manage the website as an accurate, effective, and measured part of the new client journey.
• To work with new partners to manage and communicate the launch of new relationships—internally and externally.

Requirements

• Experience in building and executing marketing strategies.
• Experience in collaborating with key stakeholders.
• Preferably experience in a Financial Services or Administration role.
• The ability to build a tone of voice and shape influential communication for our target audience.
• Experience with leading a small team.
• Understands key marketing metrics with the ability to optimise.
• It would be great if you have marketing experience within financial services.

Benefits:

• 25 Days holiday plus bank holidays and your birthday off
• Life Insurance
• Income Protection
• Bonus scheme
• Pension - Salary sacrifice matched up to 5%
• Death in service 4x your salary
• We offer study and exam support
• Discounted financial products and advice
• Learning library