Head of Personal Finance

Hargreaves Lansdown group; Bristol; Hybrid; GBP 70,000 - GBP 110,000; Full time

Job summary

A leading investment platform in Bristol is seeking a Head of Personal Finance to lead the personal finance team and deliver high-quality insights and strategies for client acquisition and retention. The successful candidate will need extensive knowledge of financial planning, along with exceptional communication and analytical skills. Hybrid working is available, and the role offers competitive benefits, including a discretionary bonus and supportive work culture.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Flexible working options

Enhanced parental leave

Pension scheme up to 11% employer contribution

Private medical insurance

Health care cash plans

Wellness coaching access

Inhouse café

Two paid volunteering days

Qualifications

• Extensive experience in external client engagement focused on acquisition and retention.
• Ability to articulate financial strategies and insights to various audiences.
• Experience collaborating closely with teams to produce impactful financial content.

Responsibilities

• Lead the personal finance team to provide high-quality insights.
• Engage with clients through timely personal finance commentary.
• Monitor financial trends to promote the brand effectively.

Skills

Expert knowledge in saving and financial planning

Exceptional communication and presentation skills

Analytical and research skills

Experience in client engagement

Numeracy and critical thinking

Job description

## **Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown.**We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We’d love to hear from you!About the role# As Head of Personal Finance, you will shape and articulate Hargreaves Lansdown (HL) guidance on saving and retirement guidance to a broad audience of clients and stakeholders, being a prominent and respected voice in the retail savings and investment industry. The role directly supports HL’s mission to empower investors, driving brand awareness, client acquisition, and retention while strengthening the business’s competitive advantage through differentiated insight and service.**What you’ll be doing*** Leading the personal finance team within the Investment Strategy function to provide high-quality research and insights that supports clients with their savings and investments and reinforces HL’s reputation as a trusted investment partner.* Contributing to client outcomes, client acquisition and client retention by engaging with prospective and existing clients through delivering trusted and timely personal finance commentary and strategic insights.* Contributing to the client acquisition and retention strategy as well as delivering key outcomes through compelling, confident communication across all media channels.* Working closely with the marketing team to establish and maintain HL’s position as the most trusted and forward-thinking savings and investment platform in the UK.* Bringing expertise and guidance to other areas of the business including, but not limited to, Workplace, Advice and Proposition.* Monitoring and anticipating trends and events affecting people's personal finances and using this information to promote HL to prospective and existing clients through the media, social media and client communications.* Leading the production of analytical personal finance content to be used through various distribution channels, including research updates, Investment Times articles, sector reviews, and homepage articles.* Collaborating closely with PR, marketing and social media to lead the design and production of multi-media research to support client acquisition and retention.* Working in the most senior and complex communication environments - including appearing on live national television and radio.**About you*** Expert knowledge and interest in saving, borrowing, financial planning and property.* Exceptional breadth of knowledge and understanding of the financial issues that are fundamental to people's lives.* Good knowledge and experience of current affairs.* Extensive experience of external client engagement focused on client acquisition, client retention and engagement.* Excellent writing, communication, presentation and networking skills.* Excellent numeracy, critical thinking, analytical and research skills.* Ability to work autonomously and within a team.* Self-motivated, proactive and resourceful.* Ability to analyse complex reports and announcements, to identify the key issues, and summarise them in a simple and engaging way, quickly and effectively.* Experience leading a team and setting strategic priorities.* Experience acting as spokesperson for organisations on financial markets and products as well as the industry.* Experience of speaking in multimedia environments with confidence and skill.**Interview process**The interview process will include two stages with competency and leadership-based questions and a task.**Working schedule**This is a full time, permanent role working 37.5 hours per week. Hybrid working is available with a minimum of two days per week in our central Bristol office, BS1 5HL.Here at HL, we’re the UK’s number 1 investment platform for private investors, based in Bristol. For more than 40 years we’ve helped investors save time, tax and money on their investments.To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.* Discretionary annual bonus\* and annual pay review* 25 days\* holiday plus bank holidays and 1-day additional Christmas closure* Option to purchase an additional 5 days holiday\*\** Flexible working options available, including hybrid working* Enhanced parental leave* Pension scheme up to 11% employer contribution* Income Protection and Life insurance (4 x salary core level of cover)* Private medical insurance\** Health care cash plans - including optical, dental, and outpatient care* Health screening programme* Help@hand - confidential support including mental health counselling and remote GP* Wellhub - unlimited access to fitness providers and wellness coach sessions* Variety of travel to work schemes with bike storage and shower facilities* Inhouse barista and deli serving subsidised coffee and sandwiches* Two paid volunteering days per year\* dependant on role level\*\* only available to select during our annual benefits window, in November each year*Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.**This role may also be available on a flexible working or part time basis – please ask the Recruitment & Onboarding team for more information.**Please note, we are unable to provide employment sponsorship to candidates.*Hargreaves Lansdown is the UK's number one platform for private investors. Our purpose is to empower people to save and invest with confidence, and today, we are trusted with more than £120 billion by over 1.7 million clients.We are based in the heart of Bristol now with over 2,000 colleagues. We believe we have a workplace like no other, with constant learning, dynamic teams and a great ethos. We're steered by our core values that promote service, quality, innovation, and opportunity in everything we do.For more information about careers at HL and to see all our vacancies, please visit our .