Overview

Position Title:  Financial Wellbeing Manager

Company: Investec

Location: Leatherhead, UK

Job Description:

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who’ll think out of the ordinary and we put them in environments where they’ll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Responsibilities:

  • Right now we’re a team of over 1400 dedicated professionals located across 14 sites in the UK.
  • We’re looking to strengthen our team and need you to come on board and make a difference.Embedded in our culture is a sense of belonging and inclusion.
  • This creates an environment in which everyone is free to express themselves and helps drive innovation and creativity. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It’s a responsibility we all share and is integral to our purpose and values as an organisation.
  • Assist in conducting pre and post advice reviews of new business / advice points and timely review of ongoing business, relating to the Wealth Advisory function.
  • Assist in providing verbal and written feedback to Planners on a case by case basis, to ensure best client advice outcomes.Assist in providing technical and regulatory / procedural support to the Wealth Advisory function.
  • Assisting the Advice Assurance team in ongoing record keeping, provision of management information and updates to internal procedures and client facing literature.

Requirements:

  • You will be passionate about engagement, and communications and taking what may seem complex or a bit overwhelming and helping our employees get the most out of our pension and financial offerings. In the context of ever increasing cost of living, complex options with pensions and tax, this is a great opportunity to help build financial confidence in our employees.
  • You will be responsible for overseeing the design, management, compliance to legislation and running of all pension schemes as well as managing relationships with providers, advisers and key internal stakeholders ensuring that we focus on the best outcomes for our employees.
  • We are always looking for innovation and new ideas, and you will be able to drive our overall benefits proposition in this space.