Role Overview

You will report to the Head of Marketing and cross-functionally with Client Services, Support, and Product Team. This is an operational role focused on organising, coordinating and delivering a growing programme of events and the company’s evolving client community experience. The role is hybrid, with three days per week in the office and the remainder remote (following successful probationary period).

Key Responsibilities

Events Management

• Plan, coordinate and deliver Moneyinfo’s calendar of prospect, client and industry events

• Support monthly prospect-focused sessions and technology showcases

• Organise executive breakfast roundtables and larger face-to-face networking events

• Coordinate regional technology sessions and an annual Moneyinfo Tech Summit

• Support participation in major industry events

• Manage venue bookings, suppliers, catering and logistics

• Draft invitations, landing page copy and follow-up communications

• Maintain and manage the central events calendar

Client Community and Engagement

• Support the design, development and management of an online community and knowledge base within Moneyinfo Manager (MIM)

• Coordinate community-facing events including Unlock More regional gatherings, Friday Forums, and the annual User Forum

• Moderate and manage community discussions, ensuring relevant and client-focused content

• Work closely with Product, Client Services and Support to keep online content up to date

• Encourage adoption and engagement across the client base

• Help maintain effective channels for internal knowledge transfer

What We’re Looking For

• Minimum of 5 years’ experience coordinating events, community activity or marketing operations in a B2B environment

• Proven ability to manage multiple concurrent activities

• Strong organisational skills and attention to detail

• Excellent written communication for invitations and client messaging

• Comfortable working with suppliers, venues and internal stakeholders

• Confidence working across teams with varied priorities

• Experience with event platforms, digital tools and community platforms is a plus

• Experience in financial services or technology sectors is desirable

We also welcome applications from people earlier in their career with strong coordination or community experience. We’re interested in a range of backgrounds and believe skills and attitude can be just as important as titles.

Remuneration Package

£DOE plus a competitive benefits package, including discretionary bonus, pension, life cover, income protection, private medical insurance, EV car scheme and Bike to Work scheme.

Job Type

Full-time, Permanent
Hybrid working (Office and home-based)

Office location: Henley in Arden, Warwickshire.

Apply Here

To apply, please send a cover letter and copy of your CV to Head of Marketing via: oliver.jenkins@moneyinfo.com

About Moneyinfo

Moneyinfo is a leading provider of client portal technology for financial planning and wealth management firms, delivering best in class Digital Relationship Management that transforms efficiency and productivity, secures compliance confidence, and enhances client experience and engagement, so firms have the power to unlock their peak performance.

Our culture is at the heart of everything we do. We believe that when our team feels great, our clients feel great and that’s how we consistently deliver on our promises. We live by our values: Bold, Together and Trusted. These aren’t just words; they shape how we work, how we treat each other, and how we build lasting relationships with our clients. If you thrive in a collaborative environment, want to make a real difference, and want to be part of a company that genuinely supports your success and wellbeing, we’d love to hear from you.