Client Engagement Manager
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 providing 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.