Royal Mail
Head of Finance & Investments
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Job reference 333063
Head of Finance & Investments
£5,500 Car allowance, plus full family Healthcare, 18% annual bonus potential with 27.5 days annual leave, plus bank holidays, increasing with years served
Permanent, Full time
You will be based at Royal Mail Farringdon, EC1A 1AA or Sheffield Pond Street, S98 6HR on a hybrid basis
Royal Mail has launched an industry-first pension plan the Collective Plan, featuring a groundbreaking Collective Defined Contribution element. This innovative approach, introduced in October 2024, is transforming the way pensions work.
With assets reaching over £1bn in less than two years, the plan is overseen by a Trustee Board and supported by a strong in-house Executive Team. As Head of Finance and Investment, you’ll be part of the senior leadership team, driving strategy and delivery for one of the most exciting developments in the industry.
This is your opportunity to play a key role in a forward-thinking initiative that’s setting new standards. If you’re a finance, actuarial, or investment professional with deep pensions expertise, we’d love to hear from you.
About The Role
You will work closely with the Head of the Executive to support the Trustee and lead all financial, funding, and investment operations whilst also supporting delivery of all broader Executive team functions.
This includes:
- Leading the Funding & Investment and Covenant Committees, delivering on key projects such as CDC and DB valuations and investment strategy reviews
- Managing relationships with advisers (Actuary, Outsourced Chief Investment Officer, auditor, covenant adviser, tax adviser) and overseeing performance reviews
- Driving efficiencies in financial processes and administration, including contribution monitoring and financial accounting
- Leading the annual budget process and ensuring robust internal controls and audit compliance
- Leading on the Plan’s tax governance and compliance
- Setting strategic direction for Committee and Board papers
- Building and developing a high-performing team to support the Trustee’s vision
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About You
To thrive in this role, you’ll bring:
- Adaptable, strategic thinker with strong influencing and facilitation skills
- Proven ability to build positive relationships with Trustees, advisers, and stakeholders
- Excellent written and verbal communication with meticulous attention to detail
- Deep pensions knowledge (DB/DC, Master Trust preferred) and ability to interpret legislation and codes of practice
- Experience leading actuarial, finance, or investment functions in-house or via consultancy
- Strong understanding of Trustee Board servicing across administration, actuarial, investment, and governance
- Degree or equivalent experience; actuarial, finance, or accountancy qualifications preferred
Next Steps
The next stage of the selection process will be a virtual interview consisting of competency based and role specific questions
Trust is the foundation of Royal Mail. We aim to be transparent about the qualities we seek and what a career with us entails, building trust from the start of your journey with us. Your interview is the first step, and we want you to shine. To help you prepare, we’ll provide your interview questions in advance, so you can have your best examples ready. At Royal Mail Group, we value trust and our people.
We understand that candidates may not meet all the criteria for the role. If your experience is different, but you have relevant skills we’d love to hear from you.
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Royal Mail Group is committed to inclusion and representing the diverse communities we serve. We welcome applications from all individuals. As a proud Gold signatory to the Armed Forces Covenant, we especially encourage applications from the Armed Forces community, including cadet instructors and spouses/partners.
We are committed to ensuring an inclusive recruitment process. If you require any adjustments to support you during the hiring process, please discuss these with your recruiter when contacted.
For more information on Royal Mail Group and our values please click here: https://www.internationaldistributionsservices.com/en/about-us/
Closing Date: Wednesday 5th July. Please note, this advert may close early if the appropriate number of applications has been reached.
For guidance on writing a great CV and how to prepare and conduct yourself at interview there are two online courses available on SuccessFactors called ‘CV Guidance’ and ‘Interview Skills’.
As part of the online application process you will be asked to confirm that you meet the minimum eligibility criteria. Before completing your application, you should read the criteria below in order to check that it is appropriate for you to apply. You will also need to seek approval from your line manager and may need additional HR approval in place before progressing.
Details of the internal application eligibility criteria can be found here
Closing Date: Wednesday 5th July. Please note, this advert may close early if the appropriate number of applications has been reached.
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