Marketing Coordinator

Baggette + Co. Wealth Management; Poole; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a leading wealth management firm as a Marketing Coordinator in Poole. This full-time position offers an opportunity to shape brand presence through impactful marketing initiatives. Work closely with senior management and develop your skills in a supportive environment. Flexible working arrangements available.

Benefits

Flexible working arrangements

Qualifications

• Solid understanding of digital and social media marketing principles.
• Experience with data analytics software is advantageous.

Responsibilities

• Assist in developing and executing marketing plans.
• Develop and manage digital content across multiple channels.
• Organise high-quality client events.

Skills

Digital Marketing

Communication

Data Analytics

Project Management

Education

Bachelor’s degree in marketing

A-Levels or equivalent qualifications

Tools

Google Analytics

Canva

Adobe Creative Suite

Job description

Are you passionate about making a real difference in people’s lives through impactful marketing initiatives? If you have a knack for connecting with audiences and a desire to learn and grow in a supportive environment, keep reading.

The Opportunity

We’re looking for a talented and motivated Marketing Coordinator to join our growing team in Bournemouth & Poole. This is a fantastic opportunity for a driven individual with a passion for marketing to shape our brand presence across multiple channels.

Working closely with theHead of Marketing,CEO, andManaging Director, you’ll play a key role in delivering our marketing strategy. You’ll contribute to major projects, gain valuable experience in the wealth management industry, and develop your skills in a supportive and collaborative environment.

• Assist in developing and executing marketing and commercial plans to drive business growth.
• Identify key clients and professional introducers while tracking industry trends for business opportunities.
• Maintain accurate client/contact records and update the firm’s CRM.
• Develop and manage digital content across LinkedIn, Facebook, Instagram, YouTube, email, and the firm’s website.
• Develop press releases, presentations, and promotional materials, ensuring brand consistency.
• Implement and monitor digital marketing strategies, including paid search/social campaigns and track performance.
• Coordinate client updates, newsletters, and the firm’s insight series, ensuring valuable and engaging content.
• Organise high-quality client events, handling logistics, venue selection, guest management, and on-site coordination.
• Manage press releases, directory listings, and advertising to enhance brand awareness.
• Assist with preparing marketing reports, presentations, and post-event analysis to measure success and identify improvements.

Flexibility is our Middle Name

We know that work-life balance is essential.

That’s why we offer flexible working arrangements to help you achieve a fulfilling career without compromising your personal life:

Position: Full-time and permanent.

Location: Our HQ overlooks the beautiful Holes Bay in Poole, Dorset, with the ability to have a hybrid working pattern.

Work Hours: Our standard working hours are 8:30-5:00 with an hour of ‘you time’ for lunch. However, our team works a variety of different hours that work for both of us. We’re firm believers in measuring output rather than hours at a seat. Let’s have a conversation!

About You

• This role is about potential, not perfection.
• Bachelor’s degree in marketing, advertising, OR a related field, OR a strong academic background with A-Levels OR equivalent qualifications combined with relevant experience in marketing
• Solid understanding of digital and social media marketing principles and best practices.
• Experience with data analytics software (e.g., Google Analytics) is advantageous.
• Motivated, enthusiastic, and eager to learn.
• Knowledge of Canva and Adobe Creative Suite apps, including InDesign, Premiere Pro, Photoshop, and Illustrator.
• Proactive, organised and able to manage multiple projects effectively.
• Excellent written and verbal communication skills, including presentation skills.
• Confident and able to build rapport at all levels.
• Meticulous attention to detail and accuracy.

About Us

Since 1986, Baggette + Co. has been helping UK retail and business investors achieve their financial goals through tailored, independent advice. We are proud to hold the status of Chartered Financial Planner from the Chartered Insurance Institute (CII).

Based in Poole, Dorset, we’re dedicated to our clients’ long-term success. Our team of experienced financial advisors proudly serves over 1,000 clients and manages over £275 million in assets.

At Baggette + Co., we’re lucky to have an amazing team of people who truly care about our clients. They’re experts in their field, always going the extra mile to deliver top-notch service.

We help our clients achieve their financial goals with genuinely independent financial advice. We believe everyone deserves financial security and peace of mind. We’re committed to providing clear, straightforward advice and the highest-quality service to help all our clients achieve these goals.

Our team is passionate about what we do and loves finding new ways to support our clients. We’re proud of the friendly and supportive culture we’ve built – everyone here is focused on making sure our clients have a great experience. This results in a team that’s not just talented and dedicated but truly makes a difference in our clients’ lives.

Ready to join?

This is a uniquely varied role providing real insights across a variety of commercial and marketing disciplines.

You can also find out more details at: https://www.baggette.co.uk/about/careers/marketing-coordinator-vacancy/

So, if you are a brilliant Marketing Coordinator, have a can-do attitude, and understand how to get things done, then please send your CV and a compelling cover email to the Head of Marketing, Lee Taylor, at [e-mail].

Alternatively, if you would like to chat first, please call us on 01202 676983.