The purpose of this role is to strengthen presence within our local communities by delivering high-quality marketing, communications and business development activity. The role ensures that our brand is consistently represented, our clients are meaningfully engagedand our advisers are supported through effective lead management, feedback insights and promotional activity. Working closely with both the hub and the central marketing function, this role enhances the client experience, drives community engagement and supports the sustainable growth of the business through modern, data-driven marketing practices and strong local network relationships.

The Role
*Deliver marketing activity and campaigns in line with hub marketing strategy
*Coordinate and distribute communications to existing clients, including emails, newsletters and event updates
*Evaluate the effectiveness and efficiency of all marketing activity and report on performance
*Act as a brand champion, ensuring all office environments, client interactions and promotional materials maintain and reflect the brand standards
*Responsible for managing marketing permissions amongst clients and ensuring there are appropriate controls in place to ensure all marketing activity is legal and compliant
*Work closely with the central team to enhance brand presence and consistency
*Organise, host and coordinate local client events
*Support wider customer and partner groups such as Solicitors and Accountants to strengthen local network presence
*Manage the allocation of leads to advisers and maintain transparent reporting on lead status
*Provide Advisers with client feedback (such as NPS results) to support service delivery and client recommendation initiatives
*Serve as a ’super user’ for key MarTech systems, supporting team adoption and ongoing improvements.
*Become proficient in: o ClickDimensions for marketing automation o Curo Advanced for lead generation and CRM processes
*Support the organisation’s development and modernisation of marketing technology
Skills
*Proven experience within financial services
*Strong written and verbal communication skills
*Excellent organisational and project management abilities
*Ability to analyse marketing activity and interpret performance data
*Confident in using digital systems and learning new technology platforms
*Skilled at managing relationships across teams, partners and community groups








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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.