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  • Investment Operations Analyst  

    Hymans Robertson
    - Glasgow
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    The Vacancy We are seeking an Investment Operations Analyst to join ou... Read More
    The Vacancy We are seeking an Investment Operations Analyst to join our Hymans Robertson Investment Services Operations team. This role offers a significant opportunity to help shape the team and play a key part of our business growth as a Discretionary Fund Manager.What will your role look like? As part of the Investment Operations team, you will report to a Senior Investment Operations Analyst and work collaboratively with a wide range of business partners including portfolio managers, business development managers, investment analysts and other business support units.The role requires some experience of investment administration, preferably from a portfolio or fund management background, however brokerage, custodian and platform administration experience will be considered.Though this is a varied role, your key tasks will include:  Administer changes to portfolios on our portfolio management systems and external databases. Review and prepare regular client reporting, including portfolio Factsheets. Implement and monitor portfolios on multiple retail wrap platforms. Reconcile and validate internal and external portfolio records. Monitor and validate client fee collection and payment with Wrap Platforms and Finance. Engage with Wrap Platforms on asset availability and onboarding requirements. Support and contribute to Wrap Platform governance meetings and relationship management. Contribute to the maintenance and timely update of procedure guides and checklists. Assist in team mailbox management and timely resolution of queries. Contribute to ongoing project and development initiatives.To enjoy and succeed in this role, you will have:   Investment portfolio administration experience preferred; however, fund administration or asset administration will be considered. Thorough and detail orientated. Proactive and keen to contribute ideas and improvements. Collaborative and partnering in style, strong team work ethic. Able to understand and articulate complex issues. Microsoft Office application experience, with a focus on excel skills. Experience using Morningstar Direct desirable.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. Read Less
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  • Pensions Administrator  

    Hymans Robertson
    - Birmingham
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    The Vacancy Our Third Party Administration (TPA) department is a dynam... Read More
    The Vacancy Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements. We currently have an exciting opportunity to join this department as a Pensions Administrator, within our Client Services team in our Birmingham, Edinburgh or Glasgow Office.

    What will your role look like?
    You will work as part of a dynamic administration team to deliver high quality administration services to members and clients, both internally and externally, on DB (Defined Benefit), DC (Defined Contribution) and CARE pension arrangements. This includes assisting members with various processes and queries, whilst also aiding and developing less experienced members of the team.Though this is a varied role, your key tasks will include: Maintains and updates member records on the Universal Pensions Management system (UPM) and processes member events, including retirements, deaths, joiners, early leavers, transfers in and out, illustrative quotations. Completes all processes in a timely manner and with high quality outputs. Ensures a professional and friendly service is provided by the team, and that the agreed scope, timescale and quality is delivered to clients in line with service levels. Ensures work is allocated and processed in accordance with guidelines, procedures and service quality standards. Identifies exceptions and errors and raises these with the Team Leader so as to mitigate risk (financial, reputation and regulatory). Ensures the standard complaint procedure is followed by reporting all complaints and errors to the Team Leader at an early stage. Gathers and reports client/member feedback to the Team Leader and proactively takes responsibility for implementing service improvements based on feedback. Ensures mandatory Doer process is carried out consistently and effectively. Ensures all work on a client is chargeable, goes to the right code and ensures chargeability expectations of 75% is met. Acts as a point of reference for less experienced team members. Assists with annual and periodic scheme events such as pension increase and renewals. Supports with maintenance of scheme cash-books, bank statements and cash-flow forecasts.To enjoy and succeed in this role, you will have: Proven experience of day-to-day pension administration and working on DB, DC and CARE pension arrangements. Up to date knowledge of relevant pension legislation, technical developments affecting pension administration and industry best practice.  Ability to juggle multiple tasks and plan and organise workload effectively. Effective communicator being clear and concise to clients, members. A team player, working with own team, clients and internal stakeholders. Experience of Pensions Administration systems e.g. UPM or similar and using the Microsoft Office application. Experience in client care or customer services, including the ability to liaise with clients effectively and confidently over the telephone.Ideally, we would be looking for candidates who have started to study for a professional qualification such as Associate Membership to the Pension Management Institute or are looking to take this on. However, we would also be open to applications from candidates who could bring a knowledge of the UK pensions market from relevant industry experience.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. Please note that as part of the recruitment process for this opportunity, candidates will be expected to complete a pensions knowledge test.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.We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you. Read Less
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  • Knowledge Bids Coordinator  

    Hymans Robertson
    - Edinburgh
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    The Vacancy We currently have an exciting opportunity to join our Bids... Read More
    The Vacancy We currently have an exciting opportunity to join our Bids Team as an Bids Knowledge Coordinator, on a 12 month fixed term basis, in our Edinburgh, Glasgow or London office.*We are open to considering candidates on a part time or full-time basis*What will your role look like?We need a proactive and detail-oriented Bids knowledge coordinator to support our Bids team and wider organisation in managing and maintaining our Bids Knowledge Base and carrying out other key duties associated with supporting the bids process. This role is an opportunity to become a key member of a well-established Bids Team and play a pivotal role in winning new work and retaining existing clients.We’re looking to refresh how we structure, organise and maintain our bids knowledge base, so this is an exciting opportunity to play a key part in shaping our new approach. This role is designed to support the end-to-end bids process to ensure the bids team, and the wider firm, have access to good quality and up to date information and data to support the efficient completion of tender documents. This is also a great opportunity for the right candidate to explore ways of integrating AI into our knowledge base for surfacing accurate and appropriate content. You will work closely with other members of the bids team, internal stakeholders and subject matter experts (SMEs) to curate, refine, and optimise content for both human and AI use. The role also offers development opportunities to leverage emerging AI tools for deep research requests across the firm.Though this is a varied role, your key tasks will include: Maintain and manage the bids knowledge base, ensuring information is current, reliable, and easily accessible. Work with internal stakeholders and SMEs to regularly review, validate, and update content (eg. case studies, credentials, internal information). Optimise content for AI compatibility, ensuring structure and language are suitable for use with generative AI tools. An interest in structuring and organising data in ways that make it easy for AI tools to understand and use, helping to improve the quality and relevance of AI-generated outputs. Develop and implement processes for content governance, including version control and regular audits. Support the Bids team in identifying content gaps and proactively sourcing and writing new materials as required. Contribute to innovation in knowledge management, with the opportunity to build expertise in AI-powered tools for knowledge retrieval and deep research. Internal communications, promotion of, and embedding best practice use. Train and support colleagues in the use of the Knowledge Base. Knowledge base performance evaluation. Using AI deep research to support business with ad hoc requests for competitor and market insights. Support the end-to-end bids process through the following: Joint responsibility for dealing with routine enquiries received through a busy shared mailbox. This includes identifying and sharing new business opportunities received through tender alert services and using procurement portals to retrieve documentation. Setting up opportunity SharePoint sites and bids process meetings, carrying out due diligence checks. Developing a wide knowledge of the firm and its propositions and proactively looking for ways to improve processes. To enjoy and succeed in this role, you will have: Proven experience in knowledge or content management, preferably within a professional services or bids environment. Excellent writing, editing, and communication skills. Excellent attention to detail. Strong stakeholder management and collaboration abilities. Highly organised, with a keen eye for detail and commitment to content accuracy. Familiarity with knowledge management systems (eg SharePoint). Understanding of how content can be optimised for AI tools and searchability (experience with generative AI tools a plus). A growth mindset with a willingness to explore and adopt new technologies, especially in AI research and automation. Strong project management skills and ability to work under tight deadlines.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, 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. Read Less
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  • Project Manager  

    Hymans Robertson
    - Edinburgh
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    The Vacancy We are seeking an experienced Project Manager to join our... Read More
    The Vacancy We are seeking an experienced Project Manager to join our growing team and work collaboratively with colleagues across the firm on a diverse portfolio of projects. You’ll play a key role in helping us deliver high-quality, efficient services to a wide range of private sector clients, ensuring projects are well-governed, commercially sound and delivered to a consistently high standard.

    This role may involve regular travel away from your home office and periods of time spent working at client sites across the UK, offering variety and the opportunity to build strong, trusted relationships with clients and stakeholders.What will your role look like?As a Project Manager, you’ll take ownership of multiple client projects, providing clear direction, strong governance and proactive leadership throughout the full project lifecycle. You’ll work closely with lead consultants, clients and internal teams to translate strategic objectives into well-structured, deliverable plans, ensuring outcomes are achieved on time, within budget and to scope.

    You’ll be comfortable operating in a fast-paced, client-facing environment, adapting your approach to suit different projects and stakeholders while championing best practice in project delivery across the firm.Though this is a varied role, your key tasks will include:Overarching responsibility for the strategic planning and ongoing management of a portfolio of client projects of varying sizes, complexity and duration Working collaboratively with lead consultants and clients to define project scope, objectives, milestones and delivery timelines Establishing and embedding effective project governance, reporting and control frameworks Building and managing strong relationships with key stakeholders Producing clear and comprehensive project documentation throughout the project lifecycle Identifying, managing and mitigating project risks and issues Monitoring project plans to ensure delivery on time, within budget and to scope Chairing and facilitating project meetings, including senior and Board-level forums Managing change through appropriate change control processes Effectively managing project budgets and taking corrective action where required Supporting wider team objectives, including account development and new business opportunities Mentoring and coaching colleagues, with potential line management responsibilities Keeping up to date with project management tools, techniques and best practiceTo enjoy and succeed in this role, you will have: Experience in a Programme or Project Management role or similar Proven experience managing multiple, complex projects concurrently Strong client-facing consulting experience with the ability to build trusted relationships Excellent stakeholder management and communication skills PRINCE2 or equivalent qualification, or strong experience using PRINCE methodologies Proficient use of project management tools, techniques and relevant software Strong organisational and prioritisation skills with the ability to remain calm under pressure Demonstrable leadership skills and a collaborative approach to working High attention to detail, resilience and commercial awareness Experience in financial services or employee benefits consultancy would be advantageous*Please note that as part of the recruitment process for this opportunity, candidates will be asked to deliver a short presentation*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 that we recruit on a rolling basis so early applications are recommended to avoid disappointment. Read Less
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  • Financial Advisor/Chartered Financial Adviser  

    Hymans Robertson
    - Birmingham
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    The Vacancy At Hymans Robertson Personal Wealth we are passionate abou... Read More
    The Vacancy At Hymans Robertson Personal Wealth we are passionate about improving financial wellbeing for people right across the workforce. We do this through providing client-centric guidance and advice services. Established in 2021, we work with over 30 large corporates, delivering financial coaching, wellbeing workshops, individual guidance sessions and financial planning services

    As part of our continued growth in this area, we have an opportunity for an experienced Financial Planner or Chartered Financial Planner to join the Financial Planning team.

    What will your role look like?
    As a Financial Planner in our fast-growing team, your primary responsibility will be to onboard and serve clients with their financial advice needs, helping them achieve their lifetime financial goals. You will be part of a supportive team, working closely with your Paraplanning and Administration colleagues, as well as other Financial Planners. You will also play an important role in the delivery of our guidance services to our extensive range of corporate clients who appoint us to support their people, working closely with our Corporate Client Management team.Though this is a very varied role, your key responsibilities will include:Proactively driving new business through a combination of delivering webinars/seminars and 1:1 guidance to the employees of our corporate clients. Securing a strong rate of client referrals and developing professional connections within your own network. Developing strong relationships to onboard and retain clients. Conducting in-depth assessments of clients’ financial circumstances, current provisions, and future aims and goals, and completing investment risk analyses. Analysing information and preparing plans and financial strategies best suited to individual clients’ requirements, using cashflow planning tools. Backed by research, providing clients with information on existing and new products and services Contributing to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members Working in a way that meets the regulatory aspects of this role, including adherence to our compliance processes and keeping up to date with financial products and legislation
    ​If you enjoy and/or have experience of the following, we think you’ll love this opportunity: Qualified to RQF level 4, working towards level 6 or Chartered with demonstratable experience as a regulated Financial Planner and high levels of technical knowledge within this field. Experience building a your own client book and winning new business. Exceptional interpersonal and communication skills, demonstrated through your ability to consult and influence successfully with clients and colleagues. A flexible, innovative approach to developing solutions, working effectively with others. Strong, strategic networking skills, with the drive and tenacity to use these to support the further growth of our business. Taking a client-centric approach, enthused by the opportunity to deliver good outcomes for clients, evidenced in your approach to both growing and serving your client base in previous positions. Strong organisational and project management skills, with the ability to effectively multi-task. First class IT skills (in particular the suite of Microsoft Office tools). In addition to this (though not essential) we would be keen to speak to candidates with a good working knowledge of Intelligent Office/Intelliflo The ability to work in a way that is aligned to our four core values of being friendly, partnering, straightforward and confident
    A more detailed list of requirements for this position is available within the role profile – which is available on request.

    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 supportive work environment where your thinking and ideas are encouraged. 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. On site mental health and wellbeing support.
    We are open to this role being based in any of our four UK based offices – London, Birmingham, Edinburgh or Glasgow. We offer 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.

    We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background Read Less
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  • SOC Engineer  

    Hymans Robertson
    - Glasgow
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    The Vacancy Our IT team is made up of enthusiastic and experienced pro... Read More
    The Vacancy Our IT team is made up of enthusiastic and experienced professionals who deliver cutting‑edge technology in a collaborative and supportive environment. This role sits within our Security Operations Centre (SOC), part of the wider IT Network & Security Team, which is responsible for maintaining our core security technologies alongside the underlying network infrastructure.We are looking for an experienced SOC Engineer (or someone with comparable experience within Cyber Security) who is keen to deepen and broaden their expertise in this area. You will play a key role in monitoring, investigating and responding to security incidents, as well as helping to evolve our security tooling and processes.*We are open to considering candidates on a part time or full-time basis*What will your role look like?Working closely with colleagues across IT and with the IT Network & Security Manager, you will contribute to the delivery of the IT Business Plan and support the firm in maintaining a strong and resilient security posture.Our firm invests in the latest industry‑leading technologies to support the delivery of our innovative business solutions. We adopt integrated ways of working, such as DevOps, and use Agile/Scrum methodologies to manage our workload effectively.Though this is a varied role, your key tasks will include:Responding to all security incidents generated by the SIEM platform, as well as incidents detected outside of SIEM (including those logged via the Service Desk). Participating in the design and development of workflows to automate responses to security incidents, using scripting languages such as PowerShell and Python where required. Supporting the day‑to‑day operation and configuration of the SIEM platform. Producing and maintaining documentation covering all aspects of the SIEM platform, including log configuration, incident runbooks and automation workflows. Working collaboratively with fellow team members and the IT Network & Security Manager to build strong relationships with key vendors and suppliers. Evaluating and recommending new technologies in relation to Security Incident and Event Management. Driving continuous improvement by identifying and implementing enhancements, controls and procedures to support our ISO‑27001 Information Security accreditation. Adhering to the firm’s Information Security standards, policies and procedures, ensuring they are embedded in everything we do. Maintaining an awareness of, or contributing experience in, cloud security technologies.Key technologies you’ll work with include: Security Incident & Event Management (SIEM) – ideally Rapid7, though similar platforms will be considered Security Orchestration, Automation & Response (SOAR) API / plugin integration Scripting (PowerShell / Python) Microsoft Office 365 (across its various modules) Microsoft AzureDesirable exposure includes: Firewalls, DLP and Anti‑Virus solutions Vulnerability management tools Web filtering and email gateways PKI infrastructure Remote access / VPN technologies Secure file transfer solutions Microsoft technologies (Server, Hyper‑V, PowerShell) Virtualisation platformsTo enjoy and succeed in this role, you will have: A genuine passion for developing a career within security infrastructure, working hands‑on with industry‑leading technologies. Experience implementing and supporting security infrastructure, particularly SIEM platforms, ideally with scripting experience. Strong documentation and technical writing skills. The ability to work effectively as part of a team and to communicate complex technical concepts clearly to non‑technical colleagues. Experience of working in an Agile/Scrum environment (beneficial but not essential). Confidence working in partnership with technology providers (such as Microsoft) to deliver projects and improvements.Qualifications A degree in IT or equivalent relevant experience.Certifications (advantageous but not essential) Security+ / Network+ Microsoft (MCSE, MCSA, MCITP) Check Point (CCSA, CCSE) Cisco (CCNA) CEHKnowledge In‑depth understanding of security principles. Information Security Management, including ISO‑27001. Ideally some scripting experience (PowerShell and/or Python).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. Read Less
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  • Associate Actuarial Consultant  

    Hymans Robertson
    - Edinburgh
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    The Vacancy We have an exciting opportunity for an Associate Actuarial... Read More
    The Vacancy We have an exciting opportunity for an Associate Actuarial Consultant to join our Business Unit. You’ll help pension scheme clients make better decisions, tackle complex actuarial problems, and deliver positive outcomes—either through traditional scheme actuary and risk transfer work, or by guiding schemes through their post‑transaction journey. We welcome applications from people who may not meet every single requirement but can demonstrate most of them and the ability to grow quickly with our support.What will your role look like?You’ll be a trusted adviser to trustees and sponsors, shaping end‑game strategies and guiding schemes through key transactions. Day to day, you’ll blend rigorous actuarial analysis with clear, practical client advice. You’ll collaborate across disciplines (administration, legal, investment) to keep complex projects on track, and you’ll contribute to client presentations, thought leadership and proposals that build enduring relationships.Though this is a varied role, your key tasks will include:Advising trustees and sponsors on end‑game strategies (buy‑in/buy‑out), journey planning and de‑risking options. Participating in pricing analysis and market engagement with insurers; preparing robust deal materials and supporting broking. Performing liability valuations, setting assumptions and undertaking sensitivity testing; validating and cleansing data to transaction‑ready standards. Coordinating multidisciplinary project teams to deliver timely, well‑governed outcomes with crisp milestones, risk logs and proactive stakeholder management. Contributing to client presentations, thought leadership and proposals; nurturing strong client relationships. Advising on strategic and technical aspects related to wind‑ups (e.g., comparing scheme factors to insurer factors, conducting winding‑up lump sum exercises, informing funding reserves and producing surplus balance sheets). Liaising with insurers, administrators and other stakeholders; ensuring trustee governance, documentation and communications are clear and compliant.To enjoy and succeed in this role, you will have: Progress towards (or completion of) IFoA exams (or equivalent), with solid pensions actuarial experience. Strong analytical skills and a sound grounding in actuarial and computer techniques (Excel essential; experience with modelling/tools welcome). Clear, confident communication—able to translate technical findings into practical client advice. An organised, proactive approach, comfortable managing multiple projects and deadlines.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. Read Less
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  • Associate Actuarial Consultant  

    Hymans Robertson
    - Glasgow
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    The Vacancy We have an exciting opportunity for an Associate Actuarial... Read More
    The Vacancy We have an exciting opportunity for an Associate Actuarial Consultant to join our Business Unit. You’ll help pension scheme clients make better decisions, tackle complex actuarial problems, and deliver positive outcomes—either through traditional scheme actuary and risk transfer work, or by guiding schemes through their post‑transaction journey. We welcome applications from people who may not meet every single requirement but can demonstrate most of them and the ability to grow quickly with our support.What will your role look like?You’ll be a trusted adviser to trustees and sponsors, shaping end‑game strategies and guiding schemes through key transactions. Day to day, you’ll blend rigorous actuarial analysis with clear, practical client advice. You’ll collaborate across disciplines (administration, legal, investment) to keep complex projects on track, and you’ll contribute to client presentations, thought leadership and proposals that build enduring relationships.Though this is a varied role, your key tasks will include:Advising trustees and sponsors on end‑game strategies (buy‑in/buy‑out), journey planning and de‑risking options. Participating in pricing analysis and market engagement with insurers; preparing robust deal materials and supporting broking. Performing liability valuations, setting assumptions and undertaking sensitivity testing; validating and cleansing data to transaction‑ready standards. Coordinating multidisciplinary project teams to deliver timely, well‑governed outcomes with crisp milestones, risk logs and proactive stakeholder management. Contributing to client presentations, thought leadership and proposals; nurturing strong client relationships. Advising on strategic and technical aspects related to wind‑ups (e.g., comparing scheme factors to insurer factors, conducting winding‑up lump sum exercises, informing funding reserves and producing surplus balance sheets). Liaising with insurers, administrators and other stakeholders; ensuring trustee governance, documentation and communications are clear and compliant.To enjoy and succeed in this role, you will have: Progress towards (or completion of) IFoA exams (or equivalent), with solid pensions actuarial experience. Strong analytical skills and a sound grounding in actuarial and computer techniques (Excel essential; experience with modelling/tools welcome). Clear, confident communication—able to translate technical findings into practical client advice. An organised, proactive approach, comfortable managing multiple projects and deadlines.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. Read Less
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  • Legal Counsel - 12 Month FTC  

    Hymans Robertson
    - Edinburgh
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    The Vacancy We are seeking a Legal Counsel to add to our busy in-house... Read More
    The Vacancy We are seeking a Legal Counsel to add to our busy in-house team. You will have had experience either in-house or in private practice dealing with legal matters, including commercial contracts. The role will involve drafting and negotiating contracts for our various business areas within the firm, generally with or supporting our pension, employer and financial services clients.You will have relevant post qualified practice based and/or in-house experience. Experience in financial services or pensions or with a professional services firm would be an advantage as would experience with financial advisers/platforms/asset managers/insurers, in the retail financial market.You will act as an internal consultant and as such, will have extensive dealings directly with the consultants in the firm, including our Partners. So, it’s important that you are confident and have the necessary expertise and ability to quickly gain credibility and work autonomously. It will require flexibility to enable support to often deadline driven work.We would be happy for you to work in either our Edinburgh or Glasgow office and we support flexible/agile working (which includes working from home for part of your week and flexible start/end times subject to certain core business hours).What will your role look like? As part of our busy legal team, your day-to-day responsibilities will be to:Develop knowledge and understanding of key area’s propositions, core business and associated risks and work with that area to shape solutions that meet requirements. Our business areas include Actuarial, Defined Contribution Consulting, Investment, Insurance and Financial Services, Third Party Administration and Club Vita, alongside our newer areas of Discretionary Fund Management and Personal Wealth Draft, review, negotiate and advise on a wide variety of commercial contracts for our full range of professional services, consulting, online and data services, including tender responses, master services agreements, client contracts, licences, data protection agreements, non-reliance letters and supplier agreements Draft best practice notes on topical issues for use across the firm, develop and maintain processes, policies, guidance and templates and assist in training Support proposition and client-based projects with legal advice Support and help drive Legal team initiatives Positively contribute to the legal team, creating a professional, effective, high quality and approachable resource for the businessTo enjoy and succeed in this role, you will have:  Knowledge and Skills:To succeed in the role, you will be/have: Pragmatic and solutions driven Flexible and adaptable Logical and organised Excellent communication, presentation and interpersonal skills Able to take on responsibility and to quickly gain credibility Able to use your initiative and work individually or as part of a team Able to take a pro-active approach and present new ideas and ways of working Motivated by working under pressure and to tight timescales Passionate about learning and personal developmentQualifications and Experience:Essential: A qualified Solicitor in Scotland or England with material experience in commercial contract drafting and negotiation Relevant practice based and/or in-house experience, ideally in an FCA regulated environment or financial services, pensions or professional services firm Proven ability to deliver on projects and initiatives and provide workable solutionsPreferred: Exposure to the pensions or wider financial services industry  Good working knowledge of IT systems, such as SharePoint, Dynamics 365 and Co-PilotWe 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, 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.  Read Less
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  • Team Leader  

    Hymans Robertson
    - Edinburgh
    Apply Now
    The Vacancy Our Third Party Administration (TPA) department is a dynam... Read More
    The Vacancy Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements. We currently have an exciting opportunity to join this department as a Team Leader, within our Client Services team in our Birmingham, Edinburgh or Glasgow Office.

    What will your role look like?
    Within this role, you will be responsible for the leadership, development, and day‑to‑day operational management of the team, you will oversee effective and efficient workflow across DB and DC client work, ensuring resources are allocated appropriately and processes are followed consistently. You’ll provide direction on both operational and procedural matters that impact the team’s performance and client delivery.Commercial awareness is key to this role, with accountability for accurate and timely time‑recording, billing, and contributing to the overall financial performance of the team. In addition, you’ll play an active role in supporting business growth by helping to win new work and assisting with the successful implementation of new client schemes.Though this is a varied role, your key tasks will include: Proactively oversees people management and development of his/her team and ensures the team is working effectively, efficiently and achieves key performance indicators set by the Business Unit.  Liaises with the Administration Manager on team resourcing, workflow and client expectations.  Daily active management of workloads and workflows for the team. Ensures resources are available in the right place at the right time by keeping up to date with current work and what is in the pipeline.  Assesses the capacity for introduction of new clients or project work into the team and allocates team resources to that work accordingly.  Actively inputs into recruitment/resource planning and participates in selection, recruitment and induction processes. Communicates monthly financial information, staff updates, business plan progress, client news, work in progress reviews, etc to the team/Administration Manager, as appropriate.  Is the principal contact and point of escalation for the team on clients. Attends Trustee meetings to present on administration activities. Identifies non-standard events through work planning to ensure all work is charged, especially requests and projects outside the agreed fee basis which can generate additional revenue for TPA.  Regular communication should include monthly financial information, staff updates, business plan progress, client news, work in progress review etc.  Is point of reference on technical issues – both DB and DC - and non-standard cases and ensures work allocated is processed in accordance with TPA guidelines, documented operating procedures, quality standards and performance/service levels.  Takes the lead in more complex work when required. Works with the Administration Manager to improve operational efficiency, reduce costs, including automation and use of standard procedures.  Provides technical training and guidance to the team, as required.  Has an overview of budgets and fees across the team, with an awareness of the financial status of the team’s clients. To enjoy and succeed in this role, you will have: Degree standard or equivalent education.  GCSE / Scottish Standard (or equivalent) in Maths and English at Grade B or above, or relevant comparable experience. Experience of team and workflow management and compliance with service quality standards.  Proven experience in the provision of effective, efficient and proactive administration services to allocated clients. Strong working knowledge of current pension legislation and the impact this has on the practice (both DB and DC). Sound knowledge of Pension Administration operating systems, such as Universal Pensions Management (UPM), or similar. Good commercial and business awareness.  Evidenced people leadership skills and able to motivate and engage staff.  Excellent verbal and written communication skills and the ability to influence at all levels.  Exceptional attention to detail. A consultative and partnering working style – both with colleagues and clients/members.  A strong analytical way of thinking with a pragmatic approach to operational management. Ideally, we would be looking for candidates to hold a professional qualification such as Associate Membership to the Pension Management Institute (or be working towards this). However, we would also be open to applications from candidates who could bring a knowledge of the UK pensions market from relevant industry experience.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. Read Less
    Apply Now
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