Having been established for 100 years we’re one of the leading consultancies in our field in the UK.
Start your career with Hymans Robertson
Hear about life at Hymans Robertson.
We’re independent and work alongside employers, trustees and financial services institutions. We offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. Our services are recognised by numerous industry awards.
With over 1000 employees across Birmingham, Edinburgh, London and Glasgow and continually growing. We’ve an engrained commitment to the development of our employees as outlined in our iDeal. Our working environment is refreshing and innovative where independent thinking’s encouraged. Every employee genuinely makes a difference.
The Vacancy
We’re looking for an Operations Executive to join our Commercial Group Operations team, to support the oversight and coordination of systems and processes, which drive Commercial Group activity across the firm. The primary focus will relate to our Client due diligence responses, but will also work with Bids, New Business, Client Management and Marketing teams.
Core Responsibilities
Managing and completing firm’s responses to GDPR related client due-diligence requests.
Managing the Client Due Diligence process including response coordination, liaison with Subject Matter Experts, recording activity, and feeding updated content to the Knowledge Manager.
Recording and updating data on our CRM platform (Dynamics 365), across our full client lifecycle.
Creating, updating, and maintaining SharePoint sites for all qualified-in opportunities including organising user permissions, adding documents received, maintaining the clarifications log, and archiving sites post-completion.
Managing and monitoring the Bids Team mailbox, dealing with or re-directing enquiries as relevant.
Coordinating supplier (framework) questionnaires.
Maintaining guides on routine processes including mailbox actions and Due Diligence workflows.
Additional Responsibilities
Supporting the Knowledge Manager with maintenance of the Knowledge base. Examples may include content updates, tender analysis and reporting.
Acting as a CRM Super User, promoting best practice across the firm, contributing to its development, and cascading training.
Compliance-related tasks such as auditing our SharePoint sites in relation to our opportunities.
Skills and Qualifications Required
Professional services industry experience would be an advantage
Project management experience would be beneficial
Proficient in MS Word and SharePoint
Experience with CRM systems (Dynamics 365 preferable) would be useful
Personal Characteristics
Excellent coordination skills
Strong interpersonal skills
Strong time management/prioritisation skills
Strong written English language skills
Flexible and proactive
We offer
A collaborative work environment where your thinking and ideas are encouraged.
A caring community who support each other to achieve our goals.
On site mental health and wellbeing support, with more available in our vast benefits package
A highly competitive salary and full study support, with your own Buddy and People Manager.
We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect. We welcome applications from all backgrounds and sections of the community. We can offer flexible working and are happy to consider a variety of working patterns. If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.
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