Community and Events Coordinator

Role

Title:

Community and Events Coordinator
Department: Marketing (with cross-functional responsibilities into Client Services)
Salary: £30,000–£40,000 depending on experience

We are looking for a bright and organised Community and Events Coordinator to join our team. You will be responsible for coordinating Moneyinfo’s prospect, client and industry events and supporting the development and delivery of the Moneyinfo client community, both face to face and online.

At Moneyinfo we like to work hard and have fun while doing it. We care about creating great outcomes for our clients and supporting each other to do our best work. If you’re someone who enjoys making things happen, partnering with colleagues across teams, and helping us build strong client relationships through meaningful engagement, we’d love to hear from you.

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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).

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 round tables 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

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.

£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.

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

Office location:
Henley in Arden, Warwickshire.

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.