To be responsible for the design and delivery of the SBG’s external and internal events programme, working with internal and external stakeholders, to drive events that support the business in achieving its growth strategy.
Responsibilities
- Liaise with the Head of Marketing & relevant Executive Team to produce and coordinate our annual conferences and events programme each year in line with and support of business strategy
- To provide input and insight into all events to be delivered by Sesame Bankhall Group (SBG).
- Continually improve SBG events by harnessing existing and future technology to continually improve attendee engagement.
- To plan each event to ensure it drives a ROI for partners, adds value to advisers and generates engagement for our brands.
- Ensure the use of available and appropriate systems to produce and manage data and executive reporting to quantify metrics above.
- Deliver an industry leading end to end experience for advisers.
- To link with the wider training team to facilitate engaging CPD content and meet any accreditation requirements.
- To plan and deliver internal events that drive colleague engagement and support our internal comms strategy.
- Liaise with external venue suppliers, production and catering to ensure the smooth running of the event.
- Collaborate with marketing to ensure events reach existing and new audiences, ensuring where relevant events reflect and include our campaign activity.
- To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
- To manage and develop key supplier relationships (including outsourced arrangements) in accordance and compliance with SBG Procurement & Outsourcing Framework and other appropriate Regulations.
- Budget management, control & financial planning and reporting.
- To ensure that an effective governance framework is applied to the supplier - meeting contractual deliverables and obligations, mitigating risk, identifying continuous improvement ideas to drive contract value and improve customer experience.
- Working with the Head of Marketing, Communications and Distribution teams to ensure content and messaging are on brand
- Attend 80% of events to ensure each event delivers the best outcome for our clients, partners and our business with an aim to be the ‘best in class’. To take key learnings and reflect to ensure use to grow future events
- Liaise with key stakeholders regularly to confirm attendance numbers for future events and check with venues and suppliers that they have correct numbers and confirming any special requirements.
- To produce event and venue reports and report back to internal stakeholders.
- Promote forthcoming events at current events taking place.
- To undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
- Manage and collaborate with colleagues within Events Team, ensuring performance and delivery is managed as well as providing support and development opportunities.
Critical behaviours required
Competency |
Level |
Communication |
B |
Technical |
B |
Managing & leading yourself & others |
B |
Developing yourself & others |
B
|
Service excellence |
B |
Commercially focused |
B |
Embracing Change |
B |
Teamwork |
B |
Personal profile
Qualifications required
Essential
• English GCSE level C or above
• Full UK driving licence
Experience required
Essential
• People management
• Event delivery
• Budget control & planning
Desirable
• Financial services
• Hotel industry
• Events industry
Our Expectations
Our Approach to Risk Management
• You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.
Three Lines of Defence Risk Management Model
• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.
The Consumer Duty Principle
• You will be required to ensure that the Consumer Duty principle is embedded into the team’s culture, departmental procedures and practices and that management controls and MI are in place to monitor performance against the Consumer Duty principle, where these are required by the business.
Information Security
• You are required to promote information security in your department, encouraging best practice by ensuring your staff comply with the information security principles, policies and procedures. You will need to monitor workplace practice in line with these policies and procedures and deal firmly with any instances of non-compliance.
SBG’s 6 Star Service Delivery
• You will need to achieve 6-star service delivery through embedding the 6-star service objectives into to the team culture. You will be required to encourage and exhibit the behaviours that fit within the SBG service charters, leading the team to ensure a clear vision of what 6-star service means for the team, ensuring that service is at the forefront of decision-making processes.
As an SBG People Manager you will be accountable to:
• Set clear personal objectives that are SMART and challenging, review objectives and provide feedback regularly in one to ones and formally through the Performance Evaluation Process (appraisal), within the set timescales.
• Manage performance across the team to ensure the achievement of service delivery outcomes.
• Manage any sensitive issues in line with SBG Policies and procedures, including attendance and performance issues.
• Coach and develop your team to ensure they perform at a high level, strive for excellence and maintain appropriate knowledge of the Group’s propositions in line with the SBG values and competency framework.
• Address any training and development needs, ensuring direct reports have a personal development plan.
• Motivate and reward the team to encourage behaviours within the department, which supports the values of SBG.
• Be committed to group corporate citizenship in line with SBG’s CSR policy. Promote and advocate social interaction and encourage support within own department for nominated charities and corporate activities within the community.