Events Lead

Eight Financial Advice; Bournemouth; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

28 days' holiday

Private medical insurance

Life assurance

Wellbeing support

Mortgage and pension advice

Volunteering time

Social events

Job summary

Eight Financial Advice in Bournemouth is seeking an Events Lead to drive planning and delivery of client events across Whiteley/Totton/Bournemouth locations. You will manage logistics, guest communications, and post-event follow-up while collaborating with the New Enquiries Manager to feed the sales pipeline.

The role offers hybrid working with three office days and two remote days, a focus on brand-aligned content, and opportunities to lead on-site delivery across our events.

Qualifications

• Must be comfortable driving or independently reaching event locations
• Must be confident attending and contributing to planning and operational meetings
• Must be comfortable leading on-site delivery and acting as the primary point of contact during events
• Experience coordinating with colleagues, venue teams, and external suppliers
• Eligible to work in the UK

Responsibilities

• Attend and contribute to internal planning and operational meetings to ensure seamless event delivery
• Execute all events to a consistently high standard, following agreed event strategies and plans
• Manage all event logistics including venues, suppliers, equipment, timings, and on-the-day coordination
• Ensure guests receive clear, timely communications before and after events, including joining instructions and follow-up
• Coordinate and handover attendee leads to New Enquiries Manager for pipeline management
• Capture high-quality social content at events and schedule it across channels in line with brand guidelines
• Ensure content reflects the EIGHT brand and the event tone as approved by Brand & Marketing Specialist

Job description

Events Lead

Eight Financial Advice - Whiteley/Totton/Bournemouth

Eight Financial Advice is a UK-based wealth management and financial advice firm, offering tailored guidance across investments, pensions, tax planning, and related financial services. Our work is built around helping clients make confident financial decisions with support that is personal, practical, and trusted.

Responsibilities

Event Execution & Delivery

• Attend and actively contribute to internal planning and operational meetings to ensure seamless event delivery
• Execute all EIGHT events to a consistently high standard, following agreed event strategies and plans
• Manage all event logistics including venues, suppliers, equipment, timings, and on-the-day coordination

Guest Experience & Registration Management

• Ensure guests receive clear, timely, and professional communications before and after events, including: a) Event logistics b) Joining instructions c) Follow-up communications
• Manage guest registration, attendance tracking, and confirmations across all events
• Ensure guests feel welcomed, informed, and well looked after at all times

Event Communications (Pre & Post)

• Inform New Enquiries Manager of upcoming events
• Coordinate and send event-related email communications in line with agreed timelines and messaging
• Support post-event follow-up communications as directed, ensuring a professional close to each event
• Collaborate and handover all lead and prospect event attendees to New Enquiries Manager. Providing full details and feedback they will need to begin pipeline management

Social Content Capture & Scheduling (Events)

• Capture high-quality social media content at events, including photos and short-form video
• Schedule approved event-related content across social channels in line with brand guidelines
• Ensure all content reflects the EIGHT brand and the tone of the event as approved by Brand & Marketing Specialist

Requirements

• Must be comfortable driving or independently reaching event locations as required
• Must be confident attending and contributing to planning and operational meetings
• Must be comfortable leading on-site delivery and acting as the primary point of contact during events
• Experience coordinating with colleagues, venue teams, and external suppliers
• Eligible to work in the UK

Benefits

• Hybrid working: 3 days in the office, 2 days wherever you work best
• Performance bonus + Company-wide bonus (when Eight hits targets)
• 28 days' holiday + bank holidays + your birthday off
• Private medical insurance & life assurance (4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events