We are looking to hire a brilliant Marketing and communications coordinator to join our stellar team at Capstone Financial Planning in Melbourne.
Growing your career as a Full Time Marketing and communications coordinator is an amazing opportunity to develop exceptional skills.
If you are strong in critical thinking, planning and have the right mindset for the job, then apply for the position of Marketing and communications coordinator at Capstone Financial Planning today!

Who we are

Established in 2002, Capstone Financial Planning is one of Australia’s leading financial services Licensees. We provide full end to end business support services to our national network of financial planning practices and our professional reputation within the Australian market sees our business continue to grow and expand. We focus on our clients, providing them with the support and resources conducive to business growth and we understand that no business is the same.

The opportunity

We have an exciting opportunity for a passionate Marketing and Communications Coordinator to join our team. This varied role offers considerable scope for you to demonstrate and build upon your existing skills in a supportive and collaborative team environment. Reporting to the Head of Marketing and Communications, you will focus on delivering exceptional support to the company’s national network of financial advisers and assistance to internal stakeholders. You will be responsible for the development of quality marketing materials such as websites, social media content, brochures, newsletters, digital presentations, eBooks and corporate identity material. You will also be involved in managing and organising events including conferences and professional development days.

Why join us?





- Attractive remuneration - a competitive package that matches your skills and experience.
- Job security - you will be joining a well established, highly respected business offering a sense of security that is rare in the industry.
- Work/life balance - an enjoyable place to work, we recognise the importance of work/life balance and provide work from home options.
- Supportive environment - a modern, creative and flexible workplace.
- Ongoing development - career development opportunities in areas of interest to you.

Key Responsibilities

- In conjunction with the Head of Marketing and Communications, work with Capstone’s network of advisers and internal stakeholders to understand and define project objectives and then respond with quality marketing and communications outputs to achieve these objectives.
- Manage the logistics for company events including the annual conference, PD days and other events as required.
- Develop, design and produce quality, engaging marketing materials (electronic and hard copy) for the company and its network of financial advisers such as marketing guides, eBooks, user instructions, brochures, flyers, business stationery, adviser profiles, newsletters and PowerPoint presentations.
- Assist with ensuring all marketing and communications materials are compliant and adhere to corporate and individual adviser brand style specifications.




- In conjunction with the internal web developer, project manage the development of multiple business websites including copywriting, image selection and site map development.
- Support the onboarding of new adviser practices.
- Monitor industry marketing trends and developments and provide insights and recommendations to the Marketing Team to enhance and refine future campaigns and activities.

Key Requirements

- At least 3 years’ experience in a similar role.
- Tertiary qualifications in Marketing, Communications or a related discipline.
- Exemplary written and verbal communication skills.
- Strong attention to detail.
- Highly developed copywriting skills.
- Highly proficient with technology including Microsoft Office, CRM systems, WordPress, Adobe InDesign, SurveyMonkey and Mailchimp (or similar email marketing software).
- A mature and professional attitude with strong interpersonal skills, an innovative mindset and the ability to work independently as well as part of a small team.
- Self motivated and conscientious with a commitment to providing outstanding service and continuous improvement.
- Excellent relationship management skills.
- Financial planning industry knowledge would be advantageous but not essential.

How to apply

If the above description aligns with your skills and experience, we would love to hear from you. Please forward a copy of your CV and detailed cover letter outlining your experience to View email address on jobs.institutedata.com.

Benefits of working as a Marketing and communications coordinator in Melbourne:

● Learning opportunities
● Advancement opportunities
● Attractive package

● Remote Work opportunity

📌 Marketing and communications coordinator - Urgent Position (Melbourne)
🏢 Nameless
📍 Melbourne