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For Companies At a Glance
- Tasks: Drive member engagement and retention through innovative communication strategies.
- Company: Join a high-growth financial advisory firm in London.
- Benefits: Competitive salary and opportunities for professional development.
- Why this job: Make a real impact by enhancing member loyalty and advocacy.
- Qualifications: 3-7 years in customer communications, strong writing skills, and CRM experience.
- Other info: Collaborative environment with a focus on data-driven decision making.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a highly reputable and high growth Financial Advisory/IFA body based in London who are looking to hire a Communications and Engagement Manager into their team in London.
This is a new role and will be integral in building out the business' loyalty and advocacy programme in engaging and retaining their member base.
Client Details
The client are high growth leaders within the financial advisory space, with financial institutions and financial advisors forming their member customer base and increasingly using their outsourced regulation services.
This role will be responsible for driving their member engagement and retention programme.
Key responsibilities of the Communications and Engagement Manager:
- You will own all Member communications and evolve them into a best-practice, segmented lifecycle programme that deepens relationships and clearly demonstrates the value of our proposition.
- You will also own and optimise the Member Portal, increasing adoption, frequency of use and community engagement.
- Lead Member retention & engagement strategy: define lifecycle journeys across onboarding, activation, education, advocacy and renewal.
- Create and execute all Member communications: write high-quality content (emails, portal posts, in-product/portal messages, announcements, guides, webinars) with clear CTAs and value.
- Own the Member Portal: roadmap, content calendar, UX feedback loop, release comms, and ongoing optimisation to drive DAU/MAU and session depth.
- Segmentation & personalisation: build and manage audience segments (role, firm size, permissions, behaviours) to deliver relevant, timely messages.
- Marketing automation & experimentation: set up automated journeys, A/B tests and triggered campaigns; continuously test subject lines, frequency, cadence and format.
- Formalise Member feedback process: gather structured feedback across key touchpoints, share insights with stakeholders, and track follow-up actions to ensure Members see outcomes.
- Voice of Member & analytics: track and report KPIs (retention rate, churn, NPS, portal adoption, campaign performance); share insights and actions with stakeholders.
- Member advocacy: develop programmes for case studies, referrals, reviews and community forums; partner with events on webinars and education series.
- Cross-functional collaboration: work with Product/Technology, Member Support, Training and Compliance to ensure accurate, compliant and consistent messaging.
- Data quality & compliance: uphold GDPR and consent best practices; maintain clean Member data and preferences in CRM/marketing tools.
- Ad hoc operational support for wider marketing initiatives and campaigns.
The successful candidate:
- 3-7 years' experience in a similar retention/lifecycle or customer communications role driving client or consumer engagement within financial services.
- Exceptional writing and editing skills with a portfolio of clear, concise Member/customer communications.
- Hands-on experience with CRM/marketing automation (e.g., email journeys, triggered messages, segmentation, reporting) and A/B testing.
- Comfort with analytics and dashboards; able to interpret data and translate insights into refinements and next best actions.
- Strong interpersonal skills; confident collaborating with senior stakeholders and presenting recommendations.
- Experience managing a portal or community platform (or similar owned digital channel).
- Project management experience with high attention to detail, structured planning and the ability to manage multiple deadlines in a regulated setting.
- Understanding of GDPR and permission-based communications.
- Bonus: Experience with Mailchimp and WordPress.
Job Offer
Competitive
Communications and Engagement Manager employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Communications and Engagement Manager
✨Tip Number 1
Network like a pro! Reach out to people in the financial advisory space on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Show off your skills! Create a portfolio showcasing your best communications work. Whether it's emails, guides, or webinars, let your creativity shine and demonstrate how you can engage members.
✨Tip Number 3
Prepare for interviews by understanding the company’s member engagement strategies. Bring ideas to the table on how you can enhance their loyalty programme – they’ll love your initiative!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to make a difference.
We think you need these skills to ace Communications and Engagement Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Communications and Engagement Manager role. Highlight your experience in member communications and engagement strategies, as well as any relevant projects you've worked on that align with our goals at StudySmarter.
Show Off Your Writing Skills: Since this role requires exceptional writing and editing skills, include samples of your best work. Whether it's emails, guides, or portal posts, we want to see how you communicate clearly and effectively.
Demonstrate Your Data Savvy: We love candidates who can interpret data and use it to drive decisions. Share examples of how you've used analytics to improve engagement or retention in previous roles. This will show us you're ready to take on the challenge!
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Michael Page
✨Know Your Audience
Before the interview, research the financial advisory sector and understand the specific challenges and opportunities it faces. This will help you tailor your responses to show how your skills can directly benefit their member engagement and retention strategies.
✨Showcase Your Writing Skills
Since exceptional writing is key for this role, prepare a portfolio of your best communications. Bring examples of emails, portal posts, or any content you've created that demonstrates your ability to engage and inform members effectively.
✨Be Data-Driven
Familiarise yourself with key performance indicators relevant to member engagement, such as retention rates and NPS scores. Be ready to discuss how you've used data in past roles to drive decisions and improve communication strategies.
✨Prepare for Collaboration Questions
This role requires strong cross-functional collaboration. Think of examples where you've successfully worked with different teams, especially in a regulated environment. Highlight your interpersonal skills and how you’ve navigated stakeholder relationships.
