Overview
Hymans Robertson Personal Wealth launched in 2021. Our purpose is to bring greater financial wellbeing to people in the workplace through our guidance, financial planning and wealth and private office services. Hymans Robertson Personal Wealth is a subsidiary of Hymans Robertson LLP.
We work with over 30 large corporates and deliver financial wellbeing programmes, financial coaching, regulated financial planning and wealth and private office services to their people. We are a leading provider of workplace wellbeing. We have an exciting opportunity to join this department as a Financial Wellbeing Director, in our London Office.
What will your role look like?
As Financial Wellbeing Director in the HRPW corporate team, your primary responsibility will be to drive business development and win new business for our financial wellbeing proposition, bringing new corporate relationships into Hymans Robertson Personal Wealth and the wider firm. In this market-facing role, you will play a key role in business development and corporate client acquisition activities for the team. You will work closely with the Head of Corporate and the marketing team on our go-to-market strategy for financial wellbeing, ensuring there’s a healthy and growing pipeline of corporate prospects, establishing new and nurturing existing relationships, and ensuring our proposition aligns with market needs. When winning business, oversight of client onboarding will be your responsibility, ensuring programmes of work are scoped appropriately, with a seamless transition to the client delivery team. You will play a role in ongoing oversight of client relationships and look for opportunities to expand these relationships within the firm.
The successful candidate will be a proven business winner, a proactive team player, and well connected in the HR, reward and benefits market. You should be up to speed on market and competitor developments, considering the impact on our proposition and seeking opportunities to raise the profile of HRPW and our services.
Key responsibilities
Winning work
Play a key role in our go-to-market strategy to raise awareness amongst HR, reward, benefits and pensions professionals.
Proactive prospecting, ensuring the pipeline of prospective clients is healthy and growing.
Tap into existing client networks to introduce our proposition and approach, and establish and nurture new relationships with potential buyers.
Be visible in the market and become a vocal commentator on financial wellbeing issues.
Lead the tender and contracting process for prospects.
Sign off on the scope of work ahead of contracting, price work appropriately, and consult with the Head of Corporate on commercial arrangements.
Ensure the pipeline MI is up to date.
Client onboarding
Ensure the onboarding process for new clients is seamless, briefing the client delivery teams on client expectations and delivery timelines.
Set clear expectations with the client from outset and ensure the wider team understands their roles in meeting them.
Oversee the delivery of the programme, manage client expectations, and ensure timely and effective implementation to maximise positive outcomes.
Motivate and inspire others to deliver high-quality client management through role modelling and mentoring.
Ensure CRM requirements are fulfilled (e.g.,: Dynamics up to date with key client information and opportunities; completed client contracts filed; anti-money laundering checks completed and revisited bi-annually).
Client development
Identify clients at risk or potential threats to our appointment and develop plans to mitigate losses.
Oversee the delivery of programmes to meet client needs and support client retention.
Respond to client feedback or service failure appropriately.
Drive and manage account development opportunities to benefit from the full range of HR LLP services.
To enjoy and succeed in this role, you will have
An existing network of corporate relationships
A desire to network and build a growing pipeline of prospects
Resilience in respect of business development
Strong client management and relationship skills
A commercial mindset and market awareness
A desire to be part of a collaborative, partnering team
Proven people leadership skills
Extensive experience of winning new work and growing existing client revenues
Strong communication skills (written and verbal) with the ability to form strong relationships and positively influence a wide range of people
Deep understanding of the financial wellbeing market
Knowledge of UK employee benefits, retail financial advice and related markets
Proven proactive business winner with an extensive network
A passion for building new and nurturing existing relationships
Self-motivated, resilient and goal-oriented
A strong team player with a desire to mentor others
We would also encourage applications from candidates who may not possess all the attributes but can develop the required skills with our support. We welcome other knowledge and experience not listed but potentially of interest.
Benefits and environment
A competitive salary and participation in our profit share scheme
A flexible selection of employee benefits
On-site mental health and wellbeing assistance
Mentoring opportunities and access to Aspire, our learning portal
Regular social activities and three days volunteering leave per year, plus a day for your birthday
Hybrid working with approximately two in-office days per week
Flexible working hours between 7am and 7pm
Please note: we recruit on a rolling basis, so early applications are recommended.
About Us
Hymans Robertson Personal Wealth LLP was established in 2021. Our purpose is to deliver high-quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals. We help people from the start of their career to retirement, with support for the decisions they face. We are a diverse, friendly, highly qualified team. Our parent company Hymans Robertson LLP has a long history of helping companies and pension schemes with real financial impact on employees and members. We promote a diverse and inclusive environment and welcome applications from all backgrounds. We offer flexible working and a variety of patterns.
We Offer
Our culture aligns to four values – friendly, confident, partnering and straightforward. We value our people, clients, community and the environment. We provide reward and wellbeing, flexible working, latest technology and opportunities for career development. Our environment supports independent thinking and making a difference.
For a century, Hymans Robertson LLP has supported organizations in making decisions with real consequences for financial futures. We are committed to diversity and inclusion and believe in flexible working patterns.
#J-18808-Ljbffr