At a Glance
- Tasks: Lead a team to engage clients and deliver impactful financial presentations.
- Company: Dynamic financial planning firm with a focus on client engagement.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a collaborative team and thrive in a results-driven environment.
- Why this job: Make a real difference in clients' financial journeys while developing your leadership skills.
- Qualifications: Level 4 financial planning qualifications and experience in the financial sector.
The predicted salary is between 65000 - 65000 € per year.
Hybrid - London
Salary - up to £65,000 depending on experience
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, & Competencies
Must Have
- Level 4 financial planning qualifications.
- 2-3 years’ experience in the financial planning sector.
- Excellent customer service and rapport-building skills.
- Attention to detail and ability to identify revenue opportunities.
- Experience using CRMs or digital lead management tools.
- A collaborative, results orientated approach.
- Strong commercial acumen.
- Ability to prioritise workloads/activity.
- Strong written and verbal communication.
- Ability to present to large audiences.
Nice to Have
- Experience delivering presentations to audiences via digital and in-person platforms.
- Line Management experience.
Client Engagement Manager in London 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 content creation. Join us to make a meaningful impact in the financial planning sector, where your expertise will be valued and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Client Engagement Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning sector. Attend industry 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 this role involves delivering client-facing content, practice your pitch. Create a mock webinar or presentation and share it with friends or colleagues for feedback. This will help you feel confident when it’s time to shine.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise in financial planning. Share articles, insights, or even your own content. This not only builds your personal brand but also attracts potential employers to you.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who fit the bill. Make sure your application stands out by highlighting your level-4 qualifications and experience in lead management.
We think you need these skills to ace Client Engagement Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Engagement Manager. Highlight your Level 4 financial planning qualifications and any relevant experience in managing leads or teams. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client engagement and your ability to deliver presentations. Let us know why you’re the perfect fit for our team and how you can contribute to our success.
Showcase Your Communication Skills:Since this role involves presenting to clients and creating content, make sure your written application reflects your strong communication skills. Keep it clear, concise, and engaging – we want to see your personality shine through!
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. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Stuff
Make sure you brush up on your Level 4 financial planning qualifications. Be ready to discuss how your expertise can help potential clients and how you can validate leads effectively. This will show that you're not just qualified, but also passionate about the field.
✨Showcase Your Presentation Skills
Since you'll be delivering client-facing content, practice your presentation skills. Prepare a mini-presentation on a relevant topic and be ready to share it during the interview. This will demonstrate your ability to engage an audience and your comfort with public speaking.
✨Highlight Your Team Management Experience
If you've managed a team before, come prepared with examples of how you've inspired and led others. Discuss your approach to achieving KPIs and how you foster collaboration within a team. This will show that you can lead the small team effectively.
✨Be Ready to Discuss Marketing Collaboration
Since this role involves working closely with the marketing team, think about how you've collaborated in the past. Prepare examples of how you've contributed to content creation or marketing strategies, and how you can support the brand's aspirations.
