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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in event strategy development and management within the financial services sector, with a strong focus on regulatory compliance and stakeholder engagement. Proficient in utilizing event technology and managing budgets to deliver high-quality events that align with commercial objectives.
Highest-signal resume keywords
Event Strategy DevelopmentWebinar DeliveryStakeholder ManagementProject ManagementEvent Technology Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Event ManagementBudget ManagementData AnalysisContent DevelopmentRegulatory Compliance
Soft Skills
Attention to DetailCollaborationProactive ApproachOrganizational SkillsInfluencing Skills
Tools & Technologies
BrightTALKCventSalesforceMarketing Cloud
Industry Keywords
Financial ServicesUK Financial Adviser MarketRegulated EnvironmentEvent PlatformsSupplier Management
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Develop and own the adviser events strategy, ensuring alignment with commercial objectives.
- Plan and manage an annual schedule of events, including technical and regulatory webinars, best-practice sessions and face-to-face adviser roadshows.
- Lead the end-to-end delivery of all events, from concept and content development to live delivery and post event follow up.
- Act as the primary owner and subject matter expert for event platforms and suppliers including BrightTALK and Cvent.
- Work closely with Distribution and Technical to shape relevant adviser-centric content, and with Compliance and Risk to ensure events meet regulatory and governance requirements.
- Manage external suppliers, venues and production partners, ensuring high-quality delivery and value for money.
- Own the events budget, forecasting costs and managing spend effectively.
- Define and track success measures for events, using data and adviser feedback to continuously improve content, format and performance.
- Provide clear reporting and insight to stakeholders on engagement, outcomes and learnings.
Requirements
What you’ll need- Significant experience delivering events within financial services, ideally in platforms.
- Proven experience delivering both webinars and face-to-face events at scale.
- Proficient in Event technology with hands-on experience of using BrighTALK and Cvent preferred.
- Experience using Salesforce and Marketing Cloud desirable.
- Strong project management skills and attention to detail, with the ability to manage multiple events and priorities at the same time.
- Excellent stakeholder management skills with the confidence to influence and challenge senior stakeholders.
- A collaborative, proactive and highly organised approach.
- Good understanding of the UK financial adviser market and the requirements of a regulated environment.
- Ability to work flexible hours to support events in line with business needs and able to travel to fulfil event requirements.
Benefits
Comp & perks- 40 days’ annual leave
- 16% employer pension contribution
- Discretionary performance-based bonus (where applicable)
- Private healthcare
- Range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal
