Job description

  • Location:
    Leeds, London - 30 Gresham Street
  • Department:
  • Division:
    IBP Business Enablement
  • Employment Type:
    Full time
  • Salary:

Pension and Financial Wellbeing Manager (6278)

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.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. 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.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

This is an exciting opportunity for an experienced Pensions professional to lead the development and delivery of all aspects of our employee retirement offerings and wider financial wellbeing initiatives across the UK.

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.

Core Operational Responsibilities

  • Oversee the management and running of all Defined Contribution (DC) plans across both business areas, providing subject matter expertise, support, challenge and guidance on pension scheme management.
  • Design and lead pension and financial wellbeing communications
  • Review current operating procedures to formulate new policy and operating processes, where required.
  • Manage all auto-enrolment and auto re-enrolment obligations
  • Lead the pension governance committee meetings and look for opportunities to harmonise any differing processes and procedures.
  • Interpret pension change legislation and amend pension policies and administrative processes accordingly.
  • Communicate the existing approach to pensions for high earners in line with changes in the annual budget and in line with any emerging market trends and amend where necessary.
  • Lead and develop an effective wider financial wellbeing offering and communication strategy
  • Manage relationships with pension providers and external advisers to ensure an effective relationship and smooth service provision.
  • Work with the Internal Communications and Marketing to ensure pension and financial wellbeing changes are communicated appropriately.

Employee Experience

  • Background of experience in DC pension schemes and fully conversant with pension scheme legislation and governance and with the pension regulatory regime.
  • Able to form strong relationships with colleagues, senior stakeholders, pension providers and other third-party advisers. 
  • Able to communicate complex legislative pension rules in a simple, jargon-free and engaging way. 
  • Experience of wider financial wellbeing initiatives

What are we looking for in you?

  • Highly numerate
  • Strong project management skills
  • Strong collaboration, and communication
  • Ability to bring empathy and compassion into conversations
  • Ability to use data to drive process improvement
  • Ability to challenge current policies, processes and ways of working
  • Diploma in Financial Planning (Dip PFS) or equivalent

If this role is of interest to you, hit apply! We look forward to hearing from you

Close map
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Shaleen Sayani


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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