Marketing Executive

**Marketing Executive - Cheltenham, Hybrid 2-3 days in Office**

**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 our clients. 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 or a 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**:
As a Marketing Executive, you will be responsible for driving the success of our Lifestyle Financial Planning services by developing and implementing the marketing plan that aligns with our overarching business objectives. This role will focus on the digital marketing aspect of the business and will involve leading performance tracking through Google Analytics and Google Tag Manager, managing external consultants to

optimize paid channels, and executing strategies to improve organic visibility through SEO.

The role requires a proactive approach to content creation, data capture, and lead generation, while also upskilling the broader marketing team in digital marketing best practices. Curiosity and agility are essential, as you'll stay ahead of digital marketing trends and adapt strategies accordingly. Regular monitoring and reporting on key performance metrics, ensuring a strong return on investment, and supporting key events or sponsorship activations will be central to your success in this dynamic and impactful position.

**About you**:
You are a highly driven marketing professional with at least 3 years of experience in a similar role, where you have successfully built and executed digital marketing plans that delivered measurable results. You thrive in a collaborative environment, working well with both internal teams and external agencies. Moreover, you are adaptable and curious, always learning from both successful and failed tests, and using those experiences to continually improve the customer experience.

**Key Responsibilities include**:

- Develop a digital marketing plan to support delivery of the business and brand objectives that is aligned to the overall strategic marketing plan.
- Lead on Google Analytics and Google Tag Manager to report on performance and deliver insight to improve the customer experience and generate more sales.
- Manage a team of external consultants or agencies to maximise performance of paid digital marketing channels such as Google search and social media and to manage the budget for these areas
- Develop and execute a Search Engine Optimisation plan to improve the visibility of our brands and organic traffic to our website.
- Maximise our conversion rates by making recommendations to improve the customer journey such as landing page improvements, content development, marketing automations through HubSpot and implementing an A/B testing plan.
- Aid in the creation of content such as graphics, blog pieces, news articles and whitepapers.
- Encourage the adoption of the client portal and new proposition through digital marketing such as video demonstration and testimonials.
- Take ownership of sourcing, capturing, and using potential customer data for marketing purposes to generate leads and sales.
- Upskill the marketing department in digital marketing and raise the profile of this discipline with the wider business in an easy-to-understand way.
- Remain curious about new digital channels and changes to existing channels and be prepared to be agile to adapt to changes for the benefit of the business.
- Monitor and report on all targets, ensuring effective ROI and recommending actions for optimisation.
- Report weekly and monthly on performance against KPI’s for Website, PPC, SEO, and Social media in a clear, visual, dashboard with recommended actions.
- Deliver digital marketing campaigns on time, on brand and on budget.
- Increased profile and understanding of digital marketing within the business.
- A workplan of website audits and improvements with regular updates for the business.

**Essential skills and experience**
- At least 3 years’ experience of working within a similar role.
- Evidence of having built a digital marketing plan and executed it with tangible, positive, results for a business.
- Ability to manage own time, projects, and workload accurately.
- Experience with Google analytics (including GA4 transition) and Googl