At a Glance
- Tasks: Lead a team to engage clients and deliver impactful financial presentations.
- Company: Dynamic financial services firm with a focus on client relationships.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a collaborative team in a fast-paced environment with great career potential.
- Why this job: Make a difference by connecting with clients and sharing your expertise.
- Qualifications: Level 4 financial planning qualifications and strong presentation skills.
The predicted salary is between 65000 - 65000 € per year.
Hybrid - London
Salary - up to £65,000 depending on experience
Level 4 financial planning qualifications essential.
Role purpose
Reporting into the Head of Marketing, this role is responsible for facilitating high quality interactions with engaged, potential clients. The role holder will manage a team (initially one person) responsible for validating/allocating leads received via digital and partner channels. You will personally deliver client-facing financial planning content via webinars and presentations, and provide subject matter expertise to support the development of marketing content.
A level-4 qualified relationship expert, you will be familiar with target-driven environments and presenting to audiences, possess commercial acumen and organisational skills. You will be able to take a collaborative approach in working alongside Central Team, our mortgage centre of excellence, regional businesses and third-party agencies, to drive results.
Key accountabilities
- Management of lead validation processes
- To lead and inspire a small team, responsible for the follow-up of leads generated via telephone and email channels, to deliver a strong brand experience and validate commercial fit, need and immediacy of advice need.
- Responsible for timely and effective lead processes between the centre and regional hubs.
- Manage the lead referral relationships and process with our mortgage business, to ensure efficient management of leads and a joined-up client experience.
- Support the team to achieve pre-determined KPIs for leads validated.
- Presentations to prospective clients
- Help to develop, facilitate and carry out client-facing presentations (eg Webinars and Seminars) across a range of topics, and present that content to online and in-person audiences as required.
- Establish yourself as a visible and credible representative of the business to would-be clients, partners and affiliates.
- Supporting content creation
- Work with the marketing team to produce content to support our brand aspirations.
- Be a subject matter expert in the development of adviser guides and adviser focused campaigns and materials.
Knowledge, Skills,
Client Engagement Manager employer: IDEX Consulting Ltd
As a Client Engagement Manager in our London office, you will thrive in a dynamic and supportive work culture that prioritises employee growth and collaboration. We offer competitive salaries, comprehensive benefits, and opportunities to lead a dedicated team while engaging with clients through innovative presentations and webinars. Join us to be part of a forward-thinking company that values your expertise and fosters a strong sense of community.
StudySmarter Expert Advice🤫
We think this is how you could land Client Engagement Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, webinars, or even local meet-ups. The more you engage, the better your chances of landing that Client Engagement Manager role.
✨Tip Number 2
Show off your presentation skills! Since you'll be delivering client-facing content, practice your public speaking. Record yourself or present to friends for feedback. Confidence is key when you're in front of an audience!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share insights on financial planning and engage with relevant content to get noticed.
✨Tip Number 4
Apply through our website! We want to see your application, but we also want to know you’re genuinely interested. Tailor your approach to show how you can lead and inspire a team while driving results.
We think you need these skills to ace Client Engagement Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Engagement Manager role. Highlight your level-4 financial planning qualifications and any relevant experience in managing teams or client interactions.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with lead validation processes and how you can inspire a team to achieve KPIs.
Showcase Your Presentation Skills:Since you'll be delivering client-facing content, it's essential to demonstrate your presentation skills. Include examples of past webinars or seminars you've led, and how you engaged your audience.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your level-4 financial planning qualifications. Be ready to discuss how your expertise can enhance client engagement and lead validation processes. Familiarise yourself with the company's services and how they align with your skills.
✨Showcase Your Leadership Skills
Since you'll be managing a small team, prepare examples of how you've successfully led others in the past. Think about times when you inspired your team or improved processes. This will demonstrate your ability to motivate and drive results.
✨Engage with Presentation Techniques
As this role involves delivering client-facing presentations, practice your presentation skills. Consider recording yourself or presenting to friends for feedback. Highlight your experience with webinars and seminars during the interview to show you're comfortable in front of an audience.
✨Collaborative Mindset
Be ready to discuss how you've worked collaboratively with different teams in the past. Think of specific examples where you partnered with marketing or other departments to achieve a common goal. This will show that you can effectively work alongside various stakeholders.
