Events Lead
Eight Financial Advice - Whiteley/Totton/Bournemouth
Eight Financial Advice is a UK-based wealth management and financial advice firm, offering tailored guidance across investments, pensions, tax planning, and related financial services. Our work is built around helping clients make confident financial decisions with support that is personal, practical, and trusted.
As Events Lead, you will play an important role within the marketing team, helping to deliver events that support client engagement and strengthen the firm’s presence. This role is well suited to someone thrives on owning event management and the day itself. Being able to think quickly on your feet and create a fantastic experience is key. This role will include events out of office hours including weekends.
Responsibilities:
Event Execution & Delivery:
- Attend and actively contribute to internal planning and operational meetings to ensure seamless event delivery
- Execute all EIGHT events to a consistently high standard, following agreed event strategies and plans.
- Manage all event logistics including venues, suppliers, equipment, timings, and on-the-day coordination.
Guest Experience & Registration Management:
- Ensure guests receive clear, timely, and professional communications before and after events, including: a) Event logistics b) Joining instructions c) Follow-up communications
- Manage guest registration, attendance tracking, and confirmations across all events.
- Ensure guests feel welcomed, informed, and well looked after at all times.
Event Communications (Pre & Post):
- Inform New Enquiries Manager of upcoming events.
- Coordinate and send event-related email communications in line with agreed timelines and messaging.
- Support post-event follow-up communications as directed, ensuring a professional close to each event.
- Collaborate and handover all lead and prospect event attendees to New Enquiries Manager. Providing full details and feedback they will need to begin pipeline management.
Social Content Capture & Scheduling (Events):
- Capture high-quality social media content at events, including photos and short-form video.
- Schedule approved event-related content across social channels in line with brand guidelines.
- Ensure all content reflects the EIGHT brand and the tone of the event as approved by Brand & Marketing Specialist.
Requirements
Requirements below
- Must be comfortable driving or independently reaching event locations as required
- Must be confident attending and contributing to planning and operational meetings
- Must be comfortable leading on-site delivery and acting as the primary point of contact during events.
- Experience coordinating with colleagues, venue teams, and external suppliers
- Eligible to work in the UK
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Skills Required
- Able to drive or independently reach event locations
- Confident attending and contributing to planning and operational meetings
- Comfortable leading on-site delivery and acting as primary point of contact during events
- Experience coordinating with colleagues, venue teams, and external suppliers
- Eligible to work in the UK
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
