The Events Executive is responsible for planning, coordinating, and delivering a varied programme of corporate and internal events, including conferences, training forums, learning & development workshops and virtual events.

The role manages end‑to‑end event logistics, working closely with internal teams and external suppliers to ensure high‑quality delivery across the UK and Northern Ireland.

To support the effective management of the operational function. Delivering exceptional experience for Advisers at all points in their relationship with us, drive efficiencies to ensure streamlined and effective processes are in place. This role includes a strong focus on supporting our Go For Growth strategy supporting the Onboarding of new members and conduction due diligence, FCA applications and coordinating their training and induction to the network.

To support the Commercial and Financial Strategy Director with providing Financial Support to SBG Executive and Business areas to ensure that it becomes an integral part of the business management process.

To support Internal and External stakeholders with financial data, using the wide pool of Sesame Bankhall Group data sources. To provide analysis, interpretation, and insight of this financial data.

Supporting the retention of existing DA clients through the delivery of excellent service and experience by establishing, maintaining, and developing relationships between the DA business and its clients.

Help to recruit new SBG clients in line with the business plan targets. New client leads will be generated through a variety of mediums, marketing, sales campaigns, referrals etc.