Planning Manager Planning Manager …

Canada Life Limited
in Bristol, England, United Kingdom
Permanent, Full time
Be the first to apply
Canada Life Limited
in Bristol, England, United Kingdom
Permanent, Full time
Be the first to apply
Posted by:
Andrew Price • Recruiter
Posted by:
Andrew Price
Canada Life are currently recruiting for a Planning Manager to join our Marketing team. This position can be located in our Potters Bar, Bristol or London office.

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.


Job Purpose

Responsible for working with multiple stakeholders across the Marketing function and the wider business to assist in the development of the Marketing Strategy and the creation/management of the annual Marketing Plan. The role holder will track all aspects of this plan throughout the year including finances/expenses, activity plans, benefit tracking and forward plans. The role will support the Marketing Director and leadership team to make necessary adjustments to meet budget and performance parameters and ensure effective resource optimisation against the plan aligned to business objectives, including leading on all marketing reporting for executive committees to provide insight into target markets, Marketing effectiveness, delivery of engagement strategies and progress against plans.

The role will also act as a gateway to marketing for key strategic projects, understanding the opportunity and demands on the Marketing team to ensure appropriate resourcing and prioritisation. 


What you'll do

Support the creation and maintenance of a single marketing strategy and plan to take One Canada Life to market to reduce spend and maximise return on Investment

To produce reports for Boards, Executive Committees and other regular reporting forums which provide insight into target markets, Marketing effectiveness, delivery of engagement strategies and progress against plans.
To track and manage the market plan throughout the year. Ensuring spend and accruals are well managed across the wider Marketing team and projects, activities and outcomes are tracked.  
Be the primary contact for projects and assess resource and budgetary impacts necessary to deliver marketing requirements for external (to marketing) triggered initiatives. 
To work across the marketing team to ensure these tasks are delivered in line with deadlines and outcome requirements. e.g Covid-19 response, Brexit etc
Lead agency selection processes and provide oversight for ongoing supplier management across the team – supporting supplier relationship owners across the team, in particular where multiple teams share supplier relationships.
To help to develop planning, finance and measurement skills across the wider team and improve controls and forecasting across the area 



•    Extensive experience working within Marketing areas, in particular with sound knowledge of strategy development, planning, performance measurement and financial controls.

•    Practical experience of project management dealing with all levels in a cross-organisational context
•    Excellent written, oral, and presentation skills
•    Excellent analytical, number and computer skills 
•    Self-motivated, engaging, good with people, emotionally intelligent and with good with accuracy and attention to detail
•    Creative problem-solving skills
•    Good organisational and time-management skills
•    The ability to work well under pressure, use initiative and work both as a team and individually as required



•    Experience of working within Insurance, Investments or wider Financial Services or an intermediated market 
•    Knowledge of business intelligence tools would be an advantage


What you’ll like about working here

As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You’ll also receive the support you need with your personal and professional development.


Diversity and inclusion

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences

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