Channel Planner

True Potential LLP; Newcastle upon Tyne; On-site; GBP 42,000 - 62,000; Full time

Job summary

True Potential LLP is seeking a Channel Planner to turn strategic marketing objectives into integrated plans and coordinate multi-channel campaigns that drive growth and engagement.

The role will work with CRM, Digital, Content, PR, Brand and Communications teams, focusing on prioritisation, timely delivery and measurable results for customer acquisition and adviser growth.

Qualifications

• Experience in marketing planning, campaign management, project management or marketing operations.
• Experience coordinating multi-channel marketing activity across channels.
• Strong organisational and prioritisation skills with stakeholder management and communication.

Responsibilities

• Develop integrated marketing plans and delivery roadmaps.
• Translate business objectives into briefs and actionable plans.
• Coordinate activity across CRM, Digital, Content, PR, Brand and Communications teams.
• Manage campaign timelines, workflows and calendars.
• Build strong relationships with stakeholders as a trusted marketing partner.
• Support customer acquisition, engagement, retention and advocacy initiatives.
• Help drive adviser recruitment, growth and retention through integrated programmes.
• Coordinate campaigns across owned, earned and paid channels.
• Track campaign performance and produce planning updates and reports.
• Identify opportunities to improve planning processes and governance.

Skills

Marketing planning

Campaign management

Project management

Marketing operations

Multi-channel coordination

Stakeholder management

Communication

Prioritisation

Attention to detail

Analytical thinking

Microsoft Office

CRM

Marketing automation

Tools

CRM

Marketing automation

Microsoft Office

Job description

Are you a highly organised marketing professional who enjoys bringing people, plans and campaigns together? We're looking for a Channel Planner to play a pivotal role in connecting business priorities with impactful marketing activity that drives growth, engagement and commercial success.

Working closely with stakeholders across the business and specialist marketing teams, you'll turn strategic objectives into integrated marketing plans, coordinate multi-channel campaigns, and ensure resources are focused on the opportunities that deliver the greatest value.

What You'll Be Doing

As our Channel Planner, you'll be at the heart of marketing delivery, ensuring campaigns and initiatives are effectively planned, prioritised and executed across multiple audiences and channels.

Key responsibilities include:

• Developing and maintaining integrated marketing plans and delivery roadmaps
• Translating business objectives into clear campaign briefs and actionable plans
• Coordinating activity across CRM, Digital, Content, PR, Brand and Communications teams
• Managing campaign timelines, workflows and marketing calendars
• Building strong relationships with stakeholders and acting as a trusted marketing partner
• Supporting customer acquisition, engagement, retention and advocacy initiatives
• Helping drive adviser recruitment, growth and retention through integrated marketing programmes
• Coordinating campaigns across owned, earned and paid channels
• Tracking campaign performance and producing planning updates and reports
• Identifying opportunities to improve planning processes, governance and ways of working

About You

We're looking for someone who combines strong organisational skills with commercial awareness and a passion for delivering integrated marketing activity.

• Experience in marketing planning, campaign management, project management or marketing operations.
• Experience coordinating multi-channel marketing activity.
• Strong organisational and prioritisation skills.
• Excellent stakeholder management and communication capabilities.
• Ability to manage multiple projects and deadlines simultaneously.
• Strong attention to detail and planning discipline.
• Commercial awareness and understanding of marketing performance metrics.
• Experience creating briefs, plans, schedules and project documentation.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office and marketing project management tools.
• Experience within financial services, wealth management or fintech.
• Experience working within a matrix or multi-brand organisation.
• Knowledge of CRM, marketing automation and customer engagement platforms.
• Experience of integrated campaign planning.
• Understanding of customer journey planning and lifecycle marketing.

Why Join Us?

This is an exciting opportunity to join a collaborative marketing team where you'll have real visibility across the business and the chance to influence how marketing activity is planned and delivered. You'll work across a diverse range of campaigns, stakeholders and initiatives, helping shape customer and adviser experiences while contributing directly to business growth.