Financial Wellbeing Director in Edinburgh

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. Working with over 30 large corporates, we deliver financial wellbeing programmes, financial coaching, regulated financial planning and wealth and private office services to their people - rapidly establishing ourselves as a leading provider of workplace wellbeing.

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 for the business, establishing new and nurturing existing relationships, as well as ensuring our proposition aligns with market needs.

When winning business, oversight of client onboarding will be your responsibility, ensuring that programmes of work have been scoped appropriately, with a seamless transition to the client delivery team. You will play a role in ongoing oversight of client relationships. As well as ensuring we look for opportunities to enhance and further embed our service, you will also be responsible for looking for opportunities to take a ‘one firm’ approach to expanding these relationships into other parts of Hymans Robertson LLP.

The successful candidate will be a proven business winner and a proactive team player, and will be well connected in the HR, reward and benefits market. In this market-facing role, you should be up to speed on market and competitor developments, considering the impact on our proposition, and always looking for opportunities to raise the profile of HRPW and our services.

Your key tasks will include:

• Winning work
• Play a key role in our ‘go to market’ strategy to raise awareness amongst our target market of HR, reward, benefits and pensions professionals.
• Proactive prospecting, ensuring the pipeline of prospective clients is healthy and growing.
• Tap into existing network of clients to introduce our proposition and approach, as well as establishing and nurturing 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, pricing work appropriately and consulting with the Head of Corporate on commercial arrangements.
• Ensuring our pipeline MI is up to date.

Client onboarding:

• Ensure the onboarding process for new clients is seamless, thoroughly briefing the client delivery teams on client expectations and delivery timelines.
• Setting clear expectations with the client from outset and ensuring the wider team is clear on these and their roles in meeting them.
• Overseeing the delivery of the programme, ensuring client expectations are managed and that the programme is implemented in an effective and timely manner to maximise positive outcomes.
• Motivating and inspiring others to deliver high quality client management through role modelling and mentoring, promoting best practice.
• Ensuring CRM business requirements are fulfilled, for example: Dynamics is kept up to date with key client information and account development opportunities.
• Completed client contracts are filed.
• Anti-money laundering checks are completed and revisited bi-annually.

Client development:

• Identifying clients at risk or potential threats to our appointment and ensuring plans are in place to mitigate and manage potential losses.
• Oversee the delivery of programmes, ensuring we continue to meet client needs to support client retention.
• Responding appropriately to client feedback or service failure.
• Driving and managing account development opportunities, ensuring business priorities/propositions are raised with clients where relevant so that clients can benefit from the full range of services and propositions offered by HR LLP.

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 orientated.
• A strong team player with a desire to bring on and mentor others.

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. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.

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.