Events Administrator, Wealth Management
Events Administrator, Wealth Management

Events Administrator, Wealth Management

Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the planning and execution of high-impact events for Wealth Management.
  • Company: Join Rothschild & Co, a prestigious global financial services group with a rich history.
  • Benefits: Gain valuable experience in a dynamic environment with opportunities for growth.
  • Why this job: Be part of a collaborative team that values your input and creativity.
  • Qualifications: Proactive, organised, and passionate about events and marketing.
  • Other info: Flexible hours and a chance to engage with stakeholders at all levels.

The predicted salary is between 36000 - 60000 ÂŁ per year.

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world\’s financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market‑leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family‑controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

At Rothschild & Co Wealth Management, we provide a comprehensive range of private wealth services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short‑term thinking often dominates, our long‑term perspective to wealth management sets us apart.

Our clients are looking to preserve and grow the real value of their capital. We seek to be sensible custodians, managing our clients’ money as if it were our own. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.

Overview of the Role

We are seeking a proactive and highly organised Events Administrator (Analyst Grade) to join the Wealth Management UK Marketing & Business Development team. This role offers the opportunity to work closely with the Event Manager, Event Specialist, and Head of Events & Partnerships, as part of a dynamic and collaborative marketing and BD function.

Our team is responsible for the planning and execution of all internal and external marketing initiatives across the UK division. We support Client Advisers (Private Bankers) in strengthening client relationships and achieving business objectives through strategic communications, events, and business development activities.

This position is ideal for someone looking to gain broad administrative experience in a fast‑paced environment, while contributing to the delivery of a high‑impact events strategy.

Key Responsibilities

Event Support

  • Assist in the end‑to‑end delivery of events, including venue sourcing, guest list management, on‑site registration, and post‑event reporting.
  • Over time, take ownership of smaller events that relate to our private clients, professional adviser network and employees with the guidance and support of the wider team.
  • Assisting with event delivering, supporting the wider team with set‑up, registration etc.
  • Coordinate event communications using Marketo (marketing automation tool), to create invitations, confirmations, and follow‑ups.
  • Collaborate with internal creative teams and external designers to produce event materials (emails, invites, menus, wine booklets, further collateral).
  • Compile and validate data lists for email campaigns; track and report on key metrics such as delivery, open rates, up‑take, attendance.
  • Assist with compliance tracking as per the internal company policy.
  • Maintain and update CRM records and manage data uploads.
  • Provide technical support for hybrid events, including streaming via Microsoft Teams.
  • Handle ad hoc tasks such as liaising with suppliers, placing orders, and managing hospitality elements (e.g., wine orders).

Budgeting & Invoicing

  • Process event‑related invoices, maintain accurate reconciliation trackers, allocation of expenses.
  • Work closely with the finance team to ensure timely and accurate budget closure for each event.
  • A confident and professional communicator, comfortable engaging with stakeholders at all levels and representing the team at in‑person events.
  • Proven ability to manage multiple tasks and deadlines in a fast‑paced environment.
  • A genuine interest in events and marketing.
  • Highly organised with strong attention to detail and a proactive approach to problem‑solving.
  • Maximum of 1 year event experience within a luxury event environment.
  • Must be flexible as the role will involve working out of the core hours.

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Events Administrator, Wealth Management employer: Rothschild & Co

Rothschild & Co is an exceptional employer, offering a dynamic and collaborative work environment where your contributions directly impact high-profile events in the Wealth Management sector. With a strong commitment to employee development and an inclusive culture that values diverse perspectives, you will have ample opportunities for growth while working alongside talented professionals in a prestigious global financial services group. Located in the heart of the UK's financial hub, this role not only provides exposure to elite clientele but also fosters a sense of belonging within a family-controlled business that prioritises long-term relationships and meaningful client engagement.
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Contact Detail:

Rothschild & Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Events Administrator, Wealth Management

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.

✨Tip Number 2

Prepare for interviews by researching Rothschild & Co and understanding their values. We want to see your passion for wealth management and events shine through. Practice common interview questions and think about how your skills align with their needs.

✨Tip Number 3

Showcase your organisational skills! During interviews, share examples of how you've successfully managed events or projects. We love hearing about your proactive approach and attention to detail, especially in a fast-paced environment.

✨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 talented individuals who are eager to contribute to our team and make a difference.

We think you need these skills to ace Events Administrator, Wealth Management

Event Management
Venue Sourcing
Guest List Management
On-site Registration
Post-event Reporting
Marketo
Data Validation
CRM Management
Technical Support for Hybrid Events
Budgeting and Invoicing
Stakeholder Engagement
Communication Skills
Attention to Detail
Proactive Problem-Solving
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Events Administrator role. Highlight any event management experience, even if it's just a small part of your previous jobs. We want to see how you can contribute to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about events and how your background aligns with our values at Rothschild & Co. Be genuine and let your personality come through – we love seeing the real you!

Showcase Your Organisational Skills: As an Events Administrator, being organised is key. In your application, mention specific examples where you've successfully managed multiple tasks or events. This will help us see how you can thrive in our fast-paced environment.

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’re considered for the role. Plus, it shows you’re keen on joining our team at Rothschild & Co!

How to prepare for a job interview at Rothschild & Co

✨Know Your Events Inside Out

Make sure you research Rothschild & Co's recent events and their overall approach to wealth management. Understanding their event strategy will help you demonstrate your genuine interest in the role and show that you're proactive about aligning with their values.

✨Showcase Your Organisational Skills

Prepare examples from your past experiences where you've successfully managed multiple tasks or events. Highlight your attention to detail and how you’ve handled tight deadlines, as these are crucial for the Events Administrator role.

✨Familiarise Yourself with Marketing Tools

Since the role involves using Marketo and CRM systems, brush up on your knowledge of these tools. If you have experience with similar platforms, be ready to discuss how you used them to enhance event communications and track metrics.

✨Engage with Stakeholders

Practice how you would communicate with different stakeholders, from clients to suppliers. Being a confident communicator is key, so think of scenarios where you've effectively engaged with various parties and how you can bring that experience to the team.

Events Administrator, Wealth Management
Rothschild & Co
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