At a Glance
- Tasks: Drive client acquisition and manage marketing strategies in a dynamic financial planning firm.
- Company: Join Barnaby Cecil, an innovative financial planning firm focused on exceptional client service.
- Benefits: Competitive salary, performance bonuses, and the chance to work remotely.
- Other info: Work closely with leadership and shape the future of a growing business.
- Why this job: Be at the forefront of growth and make a real impact in financial planning.
- Qualifications: Strong organisational skills and experience with CRM systems are essential.
The predicted salary is between 40000 - 55000 £ per year.
Location: Remote - UK
Salary: £40,000–£55,000 depending on experience, plus performance-related bonus.
About Barnaby Cecil:
Barnaby Cecil is an independent financial planning firm based in London. We specialise in helping senior NHS doctors, business owners and internationally mobile professionals make better financial decisions through our WealthMap® planning process. We are entering an exciting growth phase, with a particular focus on two specialist markets: Senior NHS consultants and medical professionals, and US citizens and US-connected professionals living in the UK. Our ambition is to become the leading financial planning firm in these niches through exceptional client service, clear communication and thought leadership.
The Opportunity:
This is not a traditional marketing role. This is a commercial role for someone who wants to take ownership of the journey from first contact to signed client. You will work directly with the Managing Director to help build our profile, generate opportunities, nurture prospects and manage the client acquisition process. The successful candidate will sit at the intersection of marketing, business development and client onboarding. You will be responsible for ensuring opportunities never fall through the cracks and that our growth engine operates consistently and professionally.
Key Responsibilities:
- Marketing & Content: Coordinate LinkedIn content production and scheduling, manage social media activity across LinkedIn and other relevant channels, repurpose videos, webinars and client insights into written content, coordinate external designers, editors and marketing suppliers, monitor engagement and identify opportunities for follow-up, maintain content calendars and campaign schedules.
- Lead Generation: Support the implementation of our lead generation programme, monitor enquiries from LinkedIn, webinars, referrals and lead magnets, engage with prospective clients and maintain regular contact, identify opportunities to increase awareness within target niches, support webinar and event promotion.
- Pipeline Management: Own and maintain Pipedrive CRM, ensure all opportunities are tracked accurately, monitor progress through each stage of the client journey, follow up prospects at appropriate intervals, coordinate meeting bookings and next actions, ensure proposals and onboarding documents are issued promptly.
- Client Acquisition Support: Support prospects from initial enquiry through to becoming a client, assist with WealthMap proposal administration, coordinate onboarding processes with the operations team, provide weekly updates on pipeline progress and conversion rates, help identify bottlenecks and opportunities for improvement.
- Reporting & Growth: Produce weekly growth reports, track marketing performance and lead sources, monitor conversion rates across the client journey, help refine and improve our client acquisition process, contribute ideas to improve efficiency, client experience and growth.
What Success Looks Like:
- A consistent content and marketing engine is operating.
- Qualified opportunities are flowing into the business each month.
- The prospect journey is organised, measured and repeatable.
- Pipedrive is fully maintained and up to date.
- Prospects receive timely follow-up and communication.
- New recurring revenue attributable to the role exceeds twice the annual salary cost.
Skills & Experience:
- Essential: Strong organisational skills, excellent written communication, commercial mindset, experience managing CRM systems, comfortable using AI tools and technology, strong attention to detail, ability to manage multiple projects simultaneously.
- Desirable: Experience in financial services, experience with LinkedIn marketing, experience managing sales pipelines, experience using Pipedrive, experience coordinating webinars, events or campaigns.
Personal Qualities:
- Commercially minded.
- Curious and proactive.
- Highly organised.
- Strong communicator.
- Comfortable working independently.
- Interested in personal finance, business and entrepreneurship.
- Able to build relationships with senior professionals.
Reporting To: Managing Director
Why Join Us?
This role offers a rare opportunity to help build a modern, specialist financial planning business. You will work directly with the firm's leadership team and play a key role in shaping the next stage of growth.
Growth & Client Acquisition Manager in London employer: Barnaby Cecil
Barnaby Cecil is an exceptional employer that offers a unique opportunity to be at the forefront of a growing independent financial planning firm. With a focus on professional development, a supportive work culture, and the chance to directly influence the client acquisition process, employees can thrive in a dynamic environment that values innovation and clear communication. The remote working model allows for flexibility while being part of a dedicated team committed to delivering outstanding service to niche markets.
