Strategic Events Lead: Client Engagement & Fundraising

Get Staffed Online Recruitment Limited; Leicester; Hybrid; GBP 32,000 - 48,000; Full time

Job summary

Get Staffed Online Recruitment Limited is recruiting on behalf of a wealth management and financial planning group with offices across the UK. The Events Manager will lead client events for the advice business, organise charity events for the Furnley House Foundation, and help grow an events function across the business.

You will deliver in-person seminars, webinars, and large-scale fundraisers such as the Summer Ball and Leicester Community Champion Awards, building relationships with advisers,

Qualifications

• Proven experience planning and delivering client-facing events, both in person and virtual.
• Experience organising charity or fundraising events.
• Confidence using virtual event platforms such as Zoom and Teams.
• Excellent organisational skills and the ability to manage several events and deadlines at once.
• Strong relationship-building skills with senior colleagues, clients and charity partners.
• Budget management and supplier negotiation experience.
• Calm, solution-focused approach when things don't go to plan.
• Good working knowledge of event health and safety and risk assessment.
• Desirable: experience of events in financial services or a regulated environment.
• A strong interest in helping shape a growing function.

Responsibilities

• Plan and deliver a varied programme of client events, from in-person seminars, workshops and hospitality to webinars and virtual sessions.
• Plan and deliver charity and fundraising events for the Furnley House Foundation, from large-scale fundraisers to community and colleague-led activities.
• Work closely with advisers, senior colleagues and Foundation board members to understand their goals and design events that engage attendees and deliver results.
• Manage the full event lifecycle, including concept, planning, invitations, on-the-day delivery and follow-up.
• Source and manage venues, caterers, AV and other suppliers, negotiating contracts and securing donated or discounted support for charity events where possible.
• Run virtual events smoothly, managing platforms, speaker preparation, registrations and technical rehearsals.
• Manage event budgets, track spend and monitor fundraising totals against targets.
• Encourage and support colleagues, clients and partners to get involved in Foundation events and fundraising challenges.
• Promotion and post-event content, including sharing the impact of their fundraising.
• Make sure events meet health and safety requirements, including risk assessments, and follow relevant regulatory / compliance and charity fundraising guidelines.
• Measure the success of each event, including attendance, feedback, funds raised and business outcomes, and use the insights to improve future events.
• Help build an events strategy that can scale across the business as they grow.

Skills

Event planning

Virtual events

Relationship-building

Budget management

Health & safety

Fundraising events

Stakeholder management

Job description

Get Staffed Online Recruitment Limited is recruiting on behalf of a wealth management and financial planning group with offices across the UK. The Events Manager will lead client events for the advice business, organise charity events for the Furnley House Foundation, and help grow an events function across the business.

You will deliver in-person seminars, webinars, and large-scale fundraisers such as the Summer Ball and Leicester Community Champion Awards, building relationships with advisers,