Manager, Advisory Group Management & Support

About the Role

We are looking for a Manager to drive initiatives and build engagement systems and structures for our Advisory Groups (AGs). You will own our calendar of events, track campaigns, manage festive touchpoints, and strengthen company and adviser branding.

This role blends creativity, relationship-building and engagement. It is ideal for someone who enjoys bringing ideas to life, thinks strategically about engagement, and wants to shape how the firm supports and represents its advisers.

Key Responsibilities

• Engagement strategy: Develop and implement engagement systems and structures that support the growth, motivation and retention of our Advisory Groups.
• Events and campaigns: Lead the planning, budgeting and execution of the firm’s annual events calendar, including quarterly events such as Flying Start, client events, conventions, awards nights, leaders’ retreats, roadshows and overseas trips, and track campaign performance and outcomes.
• Sponsorship and budgeting: Secure sponsorships, manage event and marketing budgets, and oversee the production of marketing materials.
• Festive touchpoints: Oversee seasonal gifting and festive touchpoints to strengthen relationships with advisers and clients throughout the year.
• Company and partner branding: Lead the firm’s brand presence across the website, LinkedIn, recruitment outreach and resources, placemats, eDMs and advertisements, and strengthen how insurer and product partners perceive the firm.
• Adviser branding: Drive initiatives that help advisers build their personal brand, including e-namecards, landing pages and recognition programmes.
• Governance and compliance: Uphold internal governance by developing SOPs and managing the review, clearance and approval of marketing materials, ensuring all public-facing activities follow company policies and industry guidelines.

Requirements

• At least 2 years’ experience in financial services, with a background in events, marketing or business support.
• Proven track record of leading the planning and execution of distribution events and campaigns from concept through completion.
• Ability to work closely with business owners to translate objectives into effective event strategies, programmes and content.
• Strong project management and budgeting skills, with the ability to manage multiple initiatives at once.
• Highly organised, with excellent communication and problem-solving skills.
• Experience driving engagement or change initiatives is an advantage.

Why Join Us

• Ownership of engagement, branding and events for a growing advisory network.
• Opportunity to shape how the firm engages, supports and represents its advisers.
• Collaborative environment with direct exposure to senior leadership and multiple business functions.

How to Apply

Interested applicants may submit their resumes via email to hr@ippfa.com .