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Planning Manager


Proven experience in a role in which business performance has been analysed, and insight provided on findings

Detailed knowledge of marketing planning methods

Experience of working in the Financial Services industry

You will be responsible for ensuring all marketing activity is regularly reviewed, and for confirming that the department’s performance targets are being achieved.

Your role will require you to manage a range of activities designed to help optimise marketing effectiveness across all strands of marketing activity.

Act as the subject matter expert for Marketing on key metrics such as LTV and costs, challenging and agreeing definitions with other departments as required


Co-ordinate and manage the capacity planning between Marketing and Operations

Define, monitor, analyse and evaluate relevant and meaningful MI, and produce practical recommendations for change

Proven influencing skills to both internal and external stakeholders

Excellent attention to detail and deliver with a high level of accuracy

Educated to degree level or equivalent

Drive innovation, challenge marketing owners/streams and deliver positive improvements across marketing activities to agreed KPI’s or success criteria e.g. ROI

Represent the Marketing department in planning and budget meetings as appropriate, and play a pivotal role in determining detailed marketing budgets and forecasts with other areas of the business e.g. Finance. Ensure Finance and Marketing reporting of spend reconcile on a month-by-month basis

Excellent analytical and numerical skills

Proficient at managing budgetary and financial information

Oversee the work, performance and development of a direct report (Planning and Performance Executive)

Appoint and manage key partnerships with external suppliers as required (e.g. in support of measurement of performance of marketing activity)

You will be a key input into the continuous development of reporting dashboards and MI relating to marketing activity.


Undertake such other duties, training and/or hours of work as may be reasonably required, and which are consistent with the general level of responsibility of this role.

A flexible, proactive approach to work

Ability to prioritise, meet changing deadlines and work in a fast paced environment with minimal supervision

Liaise with appropriate colleagues/teams to ensure data required for reporting is available and accurate, identifying and escalating any gaps as required

You will also be required to input into the creation of plans and budgets to deliver against specific business challenges.

Maintain a positive and solution oriented approach to work, providing open and honest feedback.

Build strong relationships with stakeholders in key areas such as Marketing, Digital, Business Intelligence and Operations

Ensure your own continuous professional development by participating in external networking / conferences /associations / groups, to stay current on Industry developments & innovations. Encourage, support and coach other team members in their own development.

Operate as an effective role model – demonstrate behaviours and maintain standards expected of everyone within the department and across the business

To actively support and encourage at all times, compliance with our quality principles, company policies and best practice in security, legal and regulatory requirements

To safeguard information, paying particular attention to customer and employee data and business sensitive information

To be aware of and understand Atlanta’s Whistleblowing Procedure and Code of Conduct. To question and act upon concerns about malpractice or wrongdoing by following the Atlanta’s Whistleblowing Procedure

In all internal and external contact, present a professional and positive image of the department, the team and the company as well as maintaining mutually constructive, positive and beneficial relationships.

Take all reasonable steps to ensure appropriate confidentiality

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