The Vacancy

Hymans Robertson Personal Wealth launched in 2021. Our purpose is to bring greater financial wellbeing to people in the workplace through our guidance and advice services. Hymans Robertson Personal Wealth is a subsidiary of Hymans Robertson LLP.

Working with circa 30 large corporates, and with this number growing all the time, we provide financial coaching, wellbeing workshops, individual guidance sessions and financial advice to their employees, rapidly establishing ourselves as a leading provider of workplace wellbeing services. Alongside this it is our aim to be trusted financial planning experts for individuals and their families, both through our workplace activities and through other professional connections.

What will your role look like?

An exciting opportunity has arisen for a strategic and commercially minded leader to take on the role of Head of Corporate . This individual will have overall responsibility for our Financial Wellbeing proposition for corporate clients, including the provision of financial wellbeing workshops, individual guidance sessions and financial coaching. They will ensure our proposition remains competitive and sufficiently differentiated in the market and will be responsible for driving a healthy and rapidly growing pipeline of corporate prospects, converting the required number per annum to meet our business plans.

• We are open to considering candidates on a part time or full-time basis

Though this is a varied role, your key tasks will include :

• Own and evolve the financial wellbeing proposition for corporate clients, ensuring it remains competitive and differentiated in the market.
• Drive the growth of the corporate client pipeline, ensuring a healthy and rapidly growing list of prospects.
• Lead on the conversion of corporate prospects to clients, achieving annual targets aligned to the business plan.
• Set and report against targets for revenue, costs and profitability in the corporate team, ensuring these are stretching but achievable.
• Manage and coach direct reports, including the Head of Corporate Clients, who oversees internal business development as well as the client management and financial coaching teams.
• Work closely with the financial planning team, technology team and other key stakeholders to ensure alignment and collaboration.
• Report to the Personal Wealth Management Board on progress against targets, escalating any concerns or issues that may impact delivery of the business plan.
• Promote our culture and values, acting as a role model and champion for the team.
• Support the development of team members, fostering a motivated and thriving team environment.

To enjoy and succeed in this role, you will have :

• Proven experience in the corporate financial wellbeing market, with a strong network of corporate relationships.
• Track record of business development and client conversion in the UK employee benefits market, with a proven ability to leverage these skills through others.
• Led and developed top-performing teams of skilled professionals.
• Excellent communication, interpersonal, and influencing skills.
• High levels of market and competitor awareness, with the ability to consider the impact on the evolution of our services.
• Strong commercial acumen and ability to manage budgets and targets.
• Collaborative approach to working with internal stakeholders.
• Good level of IT literacy (Microsoft Office suite).

Personal attributes

• Ethical and professional approach to work.
• Passionate about financial wellbeing and client outcomes.
• Supportive and engaging leader.
• Self-motivated and organised.
• Flexible and adaptable to changing business needs.
• Team player who promotes collaboration and shared success.

Success measures :

• Growth in the pipeline of corporate clients.
• Increased conversion rate of corporate prospects.
• A motivated and thriving team.
• High levels of corporate client retention.
• Strong team dynamics of collaboration, business winning and client care.

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer :

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in‑office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.