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Head of Financial Wellbeing

A Head of Financial Wellbeing job, home based UK, for up to £93K

Your new company

The Investment division of this major national financial services organisation is seeking to appoint a Head of Financial Wellbeing to lead a team of 3 Consultants. The role has a UK wide remit and is home based.

The business deals with fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, their clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of their clients, they focus on remaining at the forefront of investment product innovation and maintaining their reputation as experts across all asset classes.

Job Duties

Lead the development & delivery of a communications consultancy for strategic clients, to produce profitable communications plans to support new business success and the retention and profit targets of existing schemes. Develop the financial wellbeing proposition ensuring that plans are delivered on time and to budget thereby supporting the business with its overall DC sales and retention targets and ambitions.

Skills Required


Professional qualifications in relation to the role are desirable for example PMI, AFPC, IMC, CIM, IDM

- Proven track record of success in a senior marketing/communication/consultancy role
- Proven track record in leading a marcomms team ideally within a financial services environment ideally within a provider, asset manager and/or EBC
- A strong track record of development and delivery of financial services marketing and communication plans, including e-strategy and financial education
- A strong commercial background and experience of building profitable communication strategies
- Specific experience is required of;
- Budget planning, forecasting and financial management
- Relationship management
- Research & Segmentation techniques
- Project management, Prince 2 desirable
- Strong knowledge is required of:
- The DC market place, and how the business operates commercially and financially across the various distribution channels
- The compliance and documentary processes needed to ensure financial promotion approval

- Good bundled pension & investment fund product awareness
- Entrepreneurial mind-set with the ability to spot original marketing & digital opportunities
- Confident, driven & dynamic leader
- Ability to work with technical and creative teams
- Excellent stakeholder management experience, comfortable with challenging senior stakeholders when required
- Excellent interpersonal skills, especially problem solving, influencing, negotiating & decision making
- Good bundled pension & investment fund product awareness
- Excellent written and verbal communication skills including the ability to articulate and convey issues and ideas to senior stakeholders in a clear and compelling manner
- Desire to work in a dynamic environment where your work is critical to the company's long term success


Job Type:
Banking & Financial Services
United Kingdom
Financial Services
up to £93000
Apply Now

Talk to a Consultant

Talk to Neil Soffe, the specialist consultant managing this position, located in Brighton

International House, 78 - 81 Queens Road, Brighton, BN1 3XE

Telephone: 01273 723 160
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