Marketing Executive

Role Purpose

To support the delivery of Nine Edge Wealth's brand, communications and marketing activity across internal and external channels, working closely with the Chief Marketing & Distribution Officer to bring the brand to life consistently for clients, advisers, professional partners and prospects. The Marketing Executive owns the day-to-day coordination of client communications through Zoho CRM, supports the firm's PR agency partnership in managing LinkedIn and wider social presence, and helps plan and deliver internal and external events — working closely with the Compliance team to ensure all communications are accurate, appropriate and compliant with FCA and Consumer Duty requirements at every touchpoint.

Key Responsibilities

Internal and external communications

• Shape the client communications, from milestone messages and client letters to updates from our professional partners. You’ll work with freelance writers and colleagues across the firm to make sure everything reflects the Nine Edge voice and compliant before distributed.
• Maintain our intranet, plan and publish our internal communications including staff updates, launch announcements and welcome letters, helping colleagues across London, Edinburgh, Bathgate and Aberdeen feel connected as one firm.
• Maintain our website to ensure it is up to date with relevant news and stories.

Client CRM communications

• Manage client and adviser communication journeys in Zoho CRM, keeping data accurate and campaigns well run.
• Build and send campaigns, use engagement data to understand what’s working and support joined-up marketing attribution.

PR and LinkedIn

• Be the day-to-day contact for our PR agency, briefing them on the stories we want to tell and reviewing their content.
• Manage our LinkedIn content calendar and ensure our company and people are presented in the best light online.
• Create monthly reports

Events

• Help plan and deliver our internal and external events, including client hospitality, advisor days, sponsorship activations, and our Christmas and summer events.
• Coordinate suppliers, guest lists and branded materials so that every event feels distinctly Nine Edge.

Brand and compliance

• Partner with our Compliance team to ensure everything we publish meets FCA and Consumer Duty standards, maintaining clear, audit-ready records. Producing marketing that is both engaging and fully compliant is a valuable skill, and this role will help you develop it.
• Provide day-to-day brand and marketing support to the CMDO.

Key Outcomes and Success Measures

Key Skills

Person specification — Essential

• Strong written communication skills, with the ability to adapt tone across internal, client-facing and social content.
• Good working knowledge of CRM systems (Zoho or similar) and confidence managing data-driven communications.
• Proficiency in Microsoft Office and comfort learning new marketing and design tools.
• Highly organised, with the ability to manage multiple communications and event workstreams to deadline.
• A proactive, collaborative approach and confidence liaising with agencies, advisers, compliance colleagues and senior stakeholders.
• An understanding of the importance of compliant communications in a regulated environment, and willingness to work within FCA/Consumer Duty guardrails.
• Previous marketing or communications experience within financial services, professional services or a regulated environment.

— Desirable

• Experience working with a PR or social media agency.
• Experience of organising events
• Familiarity with LinkedIn company page management and basic content design (e.g. Canva, Adobe).
• Interest in sports or sport sponsorships

Renumeration and Reward

Why this role matters

Why us?

At Nine Edge Wealth, we're redefining financial planning. We believe in the power of human connection, and that our innovative use of technology makes every one of those connections stronger.

We're a new firm with a start-up mindset, backed by decades of experience. That combination means we're already performing strongly and moving at pace on an ambitious growth plan. It's an exciting time to join a growing team and help shape the company's next chapter.

This is a foundational role in shaping how Nine Edge tells its story: internally, to clients, and to the wider market. Working directly with our Chief Marketing & Distribution Officer, you'll bring the brand to life across every channel and help build the communications and events engine that supports the firm as it scales. If you want your work to genuinely influence how a growing financial planning business is seen and experienced, this is the place to do it.

About us

Important regulatory information

Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA).

Regulated financial advice is provided by appointed representatives within the Nine Edge group;

• Nine Edge Wealth Edinburgh Ltd (trading as Nine Edge Wealth) is an Appointed Representative of ValidPath Limited, Authorised and Regulated by the FCA (FRN 197107) · Registered in Scotland, Co. No. SC525344
• Nine Edge Wealth Scotland Ltd (trading as Nine Edge Wealth) · Appointed Representative of Best Practice IFA Group Limited, Authorised and Regulated by the FCA (FRN 223112) · Registered in Scotland, Co. No. SC400522