B2B Marketing Executive

at  True Potential LLP

Who are we:
True Potential are a market leader providing wealth management advise in pensions and investments. With over 15+ years’ experience, we are an award-winning business working with 20% of the UK’s Financial Advisors.
We have created an inclusive and empowered culture where innovation, creativity, agility, and leadership are rewarded.
By using technology to drive change, we are revolutionising wealth management and delivering innovative solutions that are built for the future, making it a dynamic and exciting place to grow your career.
The role:
The B2B Marketing Executive will play a pivotal role in developing and executing marketing strategies that drive engagement, lead generation, and growth within our B2B channel.
You’ll collaborate across teams to create compelling campaigns that showcase True Potential’s industry-leading products and services to corporate partners and financial advisers.
About you:

Desired skills/qualities are below:

• Experience in a B2B marketing role. Ideally experience within financial services, fintech, or a related sector is desirable.
• Strong knowledge of digital marketing tools and platforms, including email marketing, social media, and analytics tools (e.g., Google Analytics, HubSpot).
• Exceptional content creation and copywriting skills, with a focus on clear, persuasive communication.
• Ability to analyse data and make informed decisions to optimise marketing performance.
• Excellent project management skills, with the ability to manage multiple campaigns and deadlines.
• Familiarity with CRM systems and marketing automation platforms.
• Creative mindset with a strategic approach to problem-solving.
• A degree in Marketing, Business, Communications, or a related field (or equivalent experience).
• Professional certifications in digital marketing (e.g., Google Ads, HubSpot, CIM) are a plus.

Duties and responsibilities:

• Develop and implement targeted B2B marketing campaigns to increase brand awareness and engagement within the financial services industry.
• Collaborate with internal teams to create high-quality content, including brochures, whitepapers, case studies, presentations, and email campaigns.
• Manage multi-channel marketing initiatives, including digital campaigns (PPC, SEO, and social media), events, webinars, and direct mail.
• Maintain and optimize the CRM database, ensuring accurate segmentation for targeted outreach and reporting.
• Analyze campaign performance metrics to track ROI and identify opportunities for continuous improvement.
• Support the creation of tailored marketing materials and presentations for key business partners and financial advisers.
• Research and stay up-to-date with market trends, competitor activity, and client needs to inform marketing strategies.
• Assist in organizing and promoting corporate events, exhibitions, and seminars.
• Work closely with sales teams to ensure marketing efforts align with business goals and generate quality leads.

Benefits:

• Company/team events throughout the year.
• Experience and attend events such as regional seminars and VIP Adviser Days.
• Company pension contribution (increases with length of service.
• Free on-site parking.
• 33 days annual leave, including Bank Holidays (increases with length of service).
• Enhanced maternity, paternity and adoption leave.
• True Potential Rewards - Cashback on online purchases.
• True Potential Academy – Allowing our employees to develop their career within the wealth management sector.
• Refer a Friend Award.

Job Types: Full-time, Permanent
Pay: £28,000.00-£34,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company events
• Company pension
• Enhanced maternity leave
• Enhanced paternity leave
• Free parking
• On-site parking
• Referral programme
• Sick pay
• Transport links
• Work from home

Experience:

• B2B marketing: 2 years (required)

Work Location: In perso

• Develop and implement targeted B2B marketing campaigns to increase brand awareness and engagement within the financial services industry.
• Collaborate with internal teams to create high-quality content, including brochures, whitepapers, case studies, presentations, and email campaigns.
• Manage multi-channel marketing initiatives, including digital campaigns (PPC, SEO, and social media), events, webinars, and direct mail.
• Maintain and optimize the CRM database, ensuring accurate segmentation for targeted outreach and reporting.
• Analyze campaign performance metrics to track ROI and identify opportunities for continuous improvement.
• Support the creation of tailored marketing materials and presentations for key business partners and financial advisers.
• Research and stay up-to-date with market trends, competitor activity, and client needs to inform marketing strategies.
• Assist in organizing and promoting corporate events, exhibitions, and seminars.
• Work closely with sales teams to ensure marketing efforts align with business goals and generate quality leads