OverviewJoin to apply for the Head of Corporate role at Hymans Robertson. 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, 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.The VacancyAn 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 basisResponsibilitiesOwn 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.
Qualifications and AttributesProven 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 AttributesEthical 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 MeasuresGrowth 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.BenefitsA competitive salary and access to our profit share scheme, plus a flexible selection of employee benefits to match your lifestyle and needs.A collaborative and encouraging work environment where your thinking and ideas are encouraged.On-site mental health and wellbeing assistance.Mentoring opportunities and access to our Aspire learning portal.Regular social activities, plus three days paid volunteering leave each year and a day’s leave to celebrate your birthday.Hybrid working with two in-office days per week.Flexible working window (hours between 7am and 7pm).Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.About UsHymans 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 believe everyone should be able to access trustworthy, high-quality support with their finances. We help people from the beginning of their career to retirement. We are a diverse team of friendly, highly qualified individuals.For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions with real consequences for employees and pension scheme members. We have adopted a rigorous approach to managing personal finances and provide a supportive, innovative working environment promoting diverse and inclusive practices.We welcome applications from all backgrounds and will consider flexible working arrangements.
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