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- Tasks: Coordinate marketing projects and manage relationships with key clients in the financial sector.
- Company: Join Defaqto, a trusted source of financial product intelligence.
- Benefits: Enjoy a vibrant office culture, flexible working, and social events.
- Why this job: Make a real impact by nurturing partnerships and delivering tailored content.
- Qualifications: 3-5 years in client coordination or account management; financial services experience preferred.
- Other info: Hybrid role with excellent career growth opportunities and a focus on wellbeing.
The predicted salary is between 1500 - 2000 £ per month.
Coordinating marketing projects - tackling tasks, aligning teams, making sure nothing slips.
Reporting and marketing administration. Account managing and supporting key clients in the financial sector.
What’s the purpose of your role?
You will play a key role in nurturing our partnerships with fund providers. You’ll work closely with our sales and marketing colleagues, owning the relationship with fund providers to deliver a tailored suite of content (including video, blog, online and in-person events) to our adviser audience. You’ll be central to ensuring tasks are delivered on time and to a high standard.
12-month fixed term contract (maternity).
Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology, and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice, and help the industry meet evolving customer needs.
What you’ll do
- Partner Relationship Management
- Manage ongoing relationships with 21 enterprise partners and c.40 Standard Marketing Package providers, delivering consistent engagement and support to drive partner success.
- Collaborate closely with BDM Providers to implement marketing initiatives and campaigns that enhance partner engagement and business outcomes.
- Oversee distribution of content from enterprise partners to the Connected – Industry Insights page, supporting partners’ marketing and engagement activities.
- Support new initiatives, including conference enhancements, to strengthen collaboration and satisfaction across all partner accounts.
- Adviser conferences, awards and online events
- Lead agency partners to plan conferences (London, Leeds, Harrogate) for 100+ advisers and awards event for fund providers, including venue, logistics and agenda.
- Collaborate with internal teams to manage delegate recruitment including email and organic social.
- Manage website assets and event content.
- Deliver post-event comms and package deliverables, including marketing assets.
- Coordinate and support online events.
- Liaise with Insights team to plan content themes for annual webinar programme.
- Actively engage partners with speaking opportunities for online events.
- Take responsibility for delegate recruitment and event comms.
- CRM and Content marketing
- Collaborate with internal and agency teams to deliver video content for fund providers and award winners.
- Maintain the RSMR blog with partner- and owned-content.
- Develop and distribute the RSMR newsletter as a key channel for driving pipeline.
- Reporting
- With Sales, report on partner retention and future pipeline.
- Work with Sales and Design to deliver quarterly reviews to over 20 Enterprise Group fund providers.
What you’ll need to succeed
- Great interpersonal skills: ability to create strong rapport and build trust quickly.
- Strong organisational skills: ability to manage multiple projects, meet deadlines, prioritise work.
- Attention to detail in all work (layout, grammar, consistency etc.).
- Proficiency with Microsoft365, Canva, WordPress.
Experience
- Essential - 3-5 years of client coordinator or account-management marketing experience.
- Experience in financial services preferred but not essential.
- Agency experience would be very useful.
Approach to work
- Ambitious and humble in equal measure: this role will juggle marketing admin tasks with high-profile strategic partner relationships.
- Exceptional attention to detail and a pride in the quality of every piece of work.
- Proactive, self-driven and able to work independently; also, comfortable collaborating as part of a team.
- Flexible, adaptable to changing priorities and able to work under pressure when required.
- Open to feedback and keen to learn.
Location
This is a hybrid role spending 3 days a week working with colleagues. Based from either London or Haddenham.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.
Think Big | Be Bold | Own it | Team up | Be a Star
We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.
Client Coordinator employer: Defaqto
Contact Detail:
Defaqto Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Coordinator
✨Tip Number 1
Network like a pro! Reach out to people in the financial sector, especially those who work with fund providers. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Show off your organisational skills! When you get the chance to chat with potential employers, share examples of how you've successfully managed multiple projects. This will highlight your ability to juggle tasks just like the role requires.
✨Tip Number 3
Be proactive! If you see an opportunity to collaborate or support a project, jump in. Employers love candidates who take initiative and can work independently while also being team players.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Defaqto.
We think you need these skills to ace Client Coordinator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client coordination and marketing. We want to see how your skills align with the role of a Marketing Associate, so don’t hold back on showcasing relevant projects you've managed!
Show Off Your Organisational Skills: Since this role involves juggling multiple projects, it’s crucial to demonstrate your organisational prowess. Share examples of how you’ve successfully managed deadlines and prioritised tasks in your previous roles. We love a good story about keeping things on track!
Highlight Your Interpersonal Skills: This position is all about building relationships, so let us know how you’ve created rapport with clients or partners in the past. We’re looking for someone who can connect with our fund providers and internal teams, so any anecdotes about successful collaborations will go a long way!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Defaqto
✨Know Your Partners
Before the interview, do your homework on the fund providers you'll be working with. Understand their goals and how they align with the marketing initiatives you’ll be managing. This will show your potential employer that you're proactive and genuinely interested in building strong relationships.
✨Showcase Your Organisational Skills
Be ready to discuss specific examples of how you've managed multiple projects in the past. Use the STAR method (Situation, Task, Action, Result) to illustrate your ability to prioritise tasks and meet deadlines, which is crucial for this role.
✨Demonstrate Attention to Detail
Bring along samples of your previous work that highlight your attention to detail, whether it’s marketing materials or reports. Be prepared to explain how you ensure quality in every piece of work, as this is a key requirement for the position.
✨Emphasise Team Collaboration
Since this role involves working closely with various teams, share experiences where you successfully collaborated with others. Highlight your flexibility and adaptability in team settings, and how you’ve contributed to achieving common goals.
