Brooks Macdonald
Events Coordinator - P/T
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Brooks Macdonald Group (BM) is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:
- We do the right thing
- We are connected
- We care
- We make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
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Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.
Role Overview
This part-time Events Coordinator will be responsible for events for corporate (i.e. all employee offsite), investment management and distribution and Brooks Financial. These events may be Brooks Macdonald/Brooks Financial led but in many cases the events are with third parties requiring liaising with the event organisers as well as internal teams. This role also has responsibility for ensuring that materials such as banners, collateral and merchandise arrive at these events. This role may also require on-site attendance to ensure smooth delivery of the event.
Role Responsibilities
- Proactively manage the events calendar for corporate, investment management/distribution and Brooks Financial.
- Determine if the event is with BM/BF or third party led. And ensure resources are allocated accordingly.
- Liaise with venues regarding bookings and menus.
- Ensure merchandise, collateral and banners are in stock and distributed in good time to venues.
- Attend venues when required to ensure smooth delivery of the event.
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules regarding events.
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Knowledge, Skills and Experience
- Excellent written and verbal communication skills
- Able to operate independently while working as part of a team.
- Proficiency in using communication tools and platforms (e.g., intranet, email marketing software).
- Demonstrable project management and problem-solving skills.
- Ability to work collaboratively and influence at all levels of the organisation.
- Adaptability and resilience in a fast-paced environment.
- 2-3 years in a similar role within a FTSE organisation.
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