Events Executive (13-month contract)

The Company

CFA UK is a professional membership body representing a community of 12,000 investment professionals in the UK. Our purpose is to link, educate and inspire our members to help build sustainable futures for all.

 The society is the leading platform for intellectual investment debate. CFA UK campaigns for sustainability and DE&I and is the guardian of ethics and professionalism in the industry. We are proud to have won the CFA Institute Outstanding Society 2021 – a global award for the society’s exceptional across-the board performance in advancing professionalism in the investment industry.

 The society is part of the worldwide network of member societies of CFA Institute, the global, not-for-profit association of investment professionals, that awards the CFA and CIPM designations.

 CFA UK is the awarding body for the Investment Management Certificate (‘IMC’), an entry-level qualification for investment professionals, the Certificate in Climate and Investing and the Certificate in Impact Investing. CFA UK created the Certificate in ESG Investing which is now marketed globally by CFA Institute.  CFA UK also promotes the CFA Program for which CFA Institute is the awarding body.

 CFA UK’s values are respectful, purposeful, collaborative, adaptable and pioneering – we ask all staff to work to meet these values.

 Job summary

 Line managed by the Events and Engagement Manager, you will be tasked with delivering client services, administrative tasks and operations logistics for a packed-out schedule of events. You will need to be involved in every step of event delivery such as planning, operations and stakeholder management. You will also work closely with CFA UK’s community of volunteers who sit on committees and working groups and are instrumental in everything the society does. A typical week includes scheduling new events; handling enquiries and bookings; building event web pages; running webinars and live events; and providing guidance to an online community. Events often take place in the evening so you will be expected to work onsite some evenings. This is a fast-paced job in a small, close-knit organisation so you need to be able to work with agility.

Key Responsibilities

 Event administration

•  You will be the first point of contact for event enquiries by email and phone, supporting customers including members and stakeholders from across the investment sector.

• You will lead on end-to-end management of the registration process for events, supporting customers when they face issues and working with the IT and Digital team to resolve any problems (complete training provided on how to manage the registration process).

• You will maintain and regularly update the event summary report and support the Events and Marketing Manager in more detailed reporting and evaluation to evolve the event programme strategy.

 Event delivery

• You will coordinate events proposals as they come in both from volunteers and from your colleagues, making sure that relevant checks and approvals take place before events are scheduled.

• You will manage the events calendar so that events do not clash with each other or other key activities. You will work with volunteers and staff to temporarily hold dates as appropriate and confirm clearly when the deadline for holding a date has passed.

• You will work with volunteers, speakers and colleagues to obtain event descriptions that can be honed into marketing copy for each event. You will be supported by your team and the wider Customer Experience Team including the Marketing Team to finalise event copy.

• You will manage the process of putting events online so they are available for customers to book onto (complete training provided).

• You will manage the programme of webinars, ensuring that registration data is loaded to the webinar system and helping to resolve any issues customers face in accessing webinars.

• You will take the lead on delivering several in-person events throughout the year by coordinating volunteers, speakers and stakeholders to produce high quality events.

• You will identify, evaluate and book venues including negotiating venue contracts and costs.

• You will manage event speakers to ensure they are well prepared and meet deadlines for submissions.

• You will provide a high standard of onsite management at events, making sure things run smoothly and that attendees have a positive experience.

• You will work with staff across the organisation to secure their attendance to events, particularly in providing support to you and the Events Manager in working onsite at evening events.

 Essential experience

•  You have experience in events administration and delivery in a corporate environment such as a B2B events organiser or a professional body.

• You have experience in addressing customers queries by phone and email.

• You have experience in using MS Office and are competent with MS Outlook, MS Word and MS Excel.

• You have some experience in managing event registration data in a CRM system (we use Dynamics so it would be particularly useful to have knowledge of this system)

 Key attributes

•  You are meticulous and highly organised with great attention to detail.

• You are a resourceful person who takes initiative and finds solutions.

• You enjoy working as part of a busy team who will support you and in turn you will also support and collaborate with.

• You are a good communicator, able to build relationships with customers and colleagues.

• You are conscientious and efficient in meeting commitments and deadlines.

 Inclusion, equality & diversity statement

 CFA UK is committed to encouraging inclusion, equality and diversity among our workforce, and eliminating unlawful discrimination, harassment and victimisation by complying with the Equality Act 2010.We want a working environment free of all of the above, where individual differences and the contributions of all staff are recognised and valued. To do this, we will proactively tackle discrimination and disadvantage and ensure that no individual or group is directly or indirectly discriminated against for any reason.

Reports to:        Events and Engagement Manager

Location:           Boston House, New Broad Street, London, EC2M 1JJ

Contract:           5 days a week on a Fixed Term Contract

Salary:              £37,400

Start date:         As soon as possible

Working hours

-        Typical working hours are 9.30am to 5.30pm, Monday to Friday (with additional hours needed at month-end)

-        Hybrid – 3 days a week in the office

 Benefits:

Annual Leave 

·         25 days annual leave

·         Additional discretionary leave day(s) between Christmas and New Year. 

Pension Scheme 

·       Generous employer pension contributions: 5% (or 6%) employer pension contribution – after probationary period passed- depending on personal contribution level 

Employee Experience 

·       Employee Assistance Programme

·       Team and society social events

·       Significant training budget for programs relevant to roles 

Group Life Assurance 

·       Lump sum life assurance benefit equal to three times current annual salary in the event of death in service.  

Interest-free Loans 

·       Season ticket loan after probation. 

 PLEASE NOTE CFAUK DOES NOT POSSESS SPONSORSHIP LICENSE SO WE WON'T BE ABLE TO PROVIDE WORK VISA SPONSORSHIP. PLEASE APPLY IF YOU HAVE CURRENT PERMANENT RIGHTS TO WORK IN UK.