About the job
Salary: £26,000 to £28,000 per annum
Location: Remote, UK-based
Contract: Full-time, permanent
Applications deadline: 07 September 2026
Plannex Scale is a specialist marketing agency dedicated to helping financial planners grow their businesses. We work closely with ambitious financial planning firms, providing expertise in content, video and organic marketing to help them build their brands and generate measurable growth.
As a Marketing and Growth Assistant, you’ll take ownership of the day-to-day marketing delivery for a portfolio of financial planning clients.
This is a hands-on role for an organised, proactive marketer who is comfortable juggling multiple clients and keeping recurring marketing activity moving. You’ll work across social media, monthly newsletters, webinars, blogs and marketing automations, while making sure content is accurate, on-brand and delivered on time.
You’ll also manage marketing compliance approvals for relevant clients, including St. James’s Place (SJP) approvals where applicable. You’ll ensure materials are submitted, tracked and amended as required.
Key Responsibilities
- Support the planning, execution, and reporting of marketing campaigns for financial planning clients, with a focus on video, content, and organic channels.
- Assist in the creative ideation, creation, scheduling, and publishing of content across digital platforms (social media, blogs, email newsletters, webinars, etc.).
- Create on-brand supporting graphics and assets using Canva.
- Manage client relationships and participate in client meetings.
- Conduct market and competitor research to identify trends and new opportunities for client growth.
- Monitor and analyse marketing performance, preparing regular reports and recommendations for optimisation.
- Maintain and update CRM system, marketing databases, client records, and project management tools.
- Manage marketing compliance approval processes across relevant clients.
- Build and maintain marketing automations to support lead nurturing.
- Own project timelines and keep work moving without needing to be chased.
- Communicate clearly with clients and colleagues about progress, deadlines and next steps.
- Provide general administrative support, including scheduling meetings, tracking project timelines, and managing communications.
Essential Requirements
- Excellent organisational and project management skills, with the ability to manage multiple clients, projects and deadlines simultaneously.
- Strong copywriting skills and an excellent standard of written English.
- Strong attention to detail and accuracy.
- Willingness and ability to travel within the UK from time to time for client meetings, events and team activities (all travel expenses reimbursed).
- A positive, proactive approach and willingness to take ownership of your work.
- An ability to build strong, positive working relationships with clients and colleagues.
- An understanding of social media and content marketing best practices.
- Basic design skills and confidence using Canva.
- Able to work independently in a remote environment while collaborating closely with the wider team.
- You must have the existing right to work in the UK.
Desirable Skills & Experience
These skills and experiences are desirable rather than essential. We’re also keen to hear from people with transferable skills gained in fast-paced, customer-facing environments who are organised, adaptable and ready to learn.
- Previous experience in a marketing role, ideally within an agency or client-facing environment.
- Experience creating social media content, newsletters, blogs or webinar campaigns.
- Experience using GoHighLevel or another CRM and marketing automation platform.
- Experience working within financial services or another regulated industry.
- Familiarity with financial services compliance and marketing approval processes, particularly SJP approvals, would be particularly valuable.
- Understanding of SEO, email marketing and marketing analytics.
- Basic video editing experience using tools such as CapCut.
Why Join Plannex?
- Competitive salary of £26,100 per annum, plus a MacBook Air and home office starter kit.
- Investment in your development, including one professional qualification or course per year.
- Flexible, remote-first working, with the technology and support you need to do your best work.
- 25 days’ annual leave, plus UK bank holidays and your birthday off.
- Exposure to ambitious financial planning firms, giving you the opportunity to develop specialist marketing expertise.
- Real ownership from day one, with responsibility for meaningful client marketing activity rather than simply supporting from the sidelines.
- Clear opportunities for progression as part of a growing specialist agency.
We’re looking for someone who enjoys getting things done, takes pride in the detail and can confidently keep multiple marketing workstreams moving.
If you’re organised, creative and keen to build your marketing career in a growing specialist agency, we’d love to hear from you.
Application process
We’ll review all applications and invite selected candidates to the next stage.
Our recruitment process has four stages:
- APPLY HERE https://rebrand.ly/plannex-apply
- Application & CV review - We’ll review all applications and invite selected candidates to the next stage.
- First task – Selected applicants will be invited to complete a short marketing task.
- Paid task – Shortlisted candidates will be invited to complete a more in-depth paid task.
- Interview – Final candidates will be invited to an interview with the Plannex team.
Pay: £26,000.00-£28,000.00 per year
Benefits:
Work Location: Remote
