Job description
The University of East Anglia is a research-led university and has many highly regarded innovative and research centres in the UK. RBC Brewin Dolphin (‘Brewin Dolphin’) runs a chargeable Business-to-Business (B2B) scheme that looks to educate individuals in financial literacy across the UK via their employer.
Applications are invited for the post of Financial Wellbeing Researcher (Knowledge Transfer Partnership (KTP) Associate), employed by the University, to work in collaboration with Brewin Dolphin on a highly rewarding and stimulating project to combine the latest academic research on financial literacy, financial wellbeing, and programme evaluation with an exciting opportunity to inform Brewin Dolphin’s longer-term strategy for a Financial Wellbeing offering. This opportunity represents significant investment for the firm with the potential for long-term employment post project.
The goal of this programme is to ‘democratise financial education’ targeting the next generation of investors. Why? In the UK there is relatively poor financial literacy and a growing advice gap, which is made up of individuals who would benefit from seeking advice but cannot necessarily afford it, or do not understand the benefit of such advice. Brewin Dolphin’s vision is to create greater financial wellbeing earlier in life and raise brand awareness. This is an innovative programme looking to address a social challenge which has pertinence given the ongoing cost of living crisis.
A Knowledge Transfer Partnership is a UK Government scheme funded by Innovate UK aimed at promoting sustained and mutually beneficial relationships between universities and industry. The research will be based at the University of East Anglia in Norwich Business School.
You will apply mixed (quantitative and qualitative) methods to evaluate which elements of the programme work and to support Brewin Dolphin to develop their commercial offer. You will use cost-effectiveness analysis to assess organisational level changes in wellbeing and stress compared to programme costs and carry out deeper qualitative research work in collaboration to gain insight into potential barriers to wellbeing-targeted interventions on sensitive topics.
You will be fully supported and mentored to nurture your talent. You will have your own budget (£2,000 pa) for training and Continued Professional Development, helping you reach your personal and professional career goals.
You will be a postgraduate with experience in qualitative and /or quantitative research in economics, psychology, sociology or another relevant discipline, and have significant previous experience of ethical independent research. You will also have excellent communication skills, decision-making skills, interpersonal skills, organisational and time-management skills.
This full-time post is available immediately, for a fixed-term period of 24 months and will be based at Brewin Dolphin’s offices in London. Hybrid working arrangements are possible by mutual agreement. Appointment will be subject to a criminal record check from the Disclosure and Barring Service.
Project description
In 2020/21 RBC Brewin Dolphin (‘Brewin’), a financial services
company with £50+ billion under management, engaged in a pilot scheme
(ending September 2021) on enhancing financial literacy by running
webinars, providing educational materials and offering one to one sessions
with financial advisers to some 30 partner organisations (reaching c.4,000
individual employees).
Having reached the end of the pilot, a UEA Innovation Catalyst Fund project
“Promoting financial wellbeing: scoping potential for innovation” was
co-funded by UEA and Brewin Dolphin to enable a post provision evaluation.
This led to seeking funding via a Knowledge Transfer Partnership (KTP) to
understand the further potential for collaboration and knowledge exchange.
The KTP project will involve mixed (quantitative and qualitative) methods
to inform the development of Brewin’s financial wellbeing offer.
About the business
RBC Brewin Dolphin, is a financial services company with £50+ billion assets under management. RBC Brewin Dolphin primarily provides Wealth Management services to individuals, charities and trusts. Brewin is in the process of launching a chargeable Business-to- Business service, through which Brewin advisers will support employees of businesses with their financial wellbeing through the provision of financial education and guidance.
Financial Services
Financial Wellbeing
Post-graduate with experience in qualitative and quantitative research in economics, psychology, sociology or another relevant discipline
8 March 2023
12 April 2023
5 June 2023
RA2078
The University of East Anglia is a research-led university and has many highly regarded innovative and research centres in the UK. RBC Brewin Dolphin (‘Brewin Dolphin’) runs a chargeable Business-to-Business (B2B) scheme that looks to educate individuals in financial literacy across the UK via their employer.
Applications are invited for the post of Financial Wellbeing Researcher (Knowledge Transfer Partnership (KTP) Associate), employed by the University, to work in collaboration with Brewin Dolphin on a highly rewarding and stimulating project to combine the latest academic research on financial literacy, financial wellbeing, and programme evaluation with an exciting opportunity to inform Brewin Dolphin’s longer-term strategy for a Financial Wellbeing offering. This opportunity represents significant investment for the firm with the potential for long-term employment post project.
The goal of this programme is to ‘democratise financial education’ targeting the next generation of investors. Why? In the UK there is relatively poor financial literacy and a growing advice gap, which is made up of individuals who would benefit from seeking advice but cannot necessarily afford it, or do not understand the benefit of such advice. Brewin Dolphin’s vision is to create greater financial wellbeing earlier in life and raise brand awareness. This is an innovative programme looking to address a social challenge which has pertinence given the ongoing cost of living crisis.
A Knowledge Transfer Partnership is a UK Government scheme funded by Innovate UK aimed at promoting sustained and mutually beneficial relationships between universities and industry. The research will be based at the University of East Anglia in Norwich Business School.
You will apply mixed (quantitative and qualitative) methods to evaluate which elements of the programme work and to support Brewin Dolphin to develop their commercial offer. You will use cost-effectiveness analysis to assess organisational level changes in wellbeing and stress compared to programme costs and carry out deeper qualitative research work in collaboration to gain insight into potential barriers to wellbeing-targeted interventions on sensitive topics.
You will be fully supported and mentored to nurture your talent. You will have your own budget (£2,000 pa) for training and Continued Professional Development, helping you reach your personal and professional career goals.
You will be a postgraduate with experience in qualitative and /or quantitative research in economics, psychology, sociology or another relevant discipline, and have significant previous experience of ethical independent research. You will also have excellent communication skills, decision-making skills, interpersonal skills, organisational and time-management skills.
This full-time post is available immediately, for a fixed-term period of 24 months and will be based at Brewin Dolphin’s offices in London. Hybrid working arrangements are possible by mutual agreement. Appointment will be subject to a criminal record check from the Disclosure and Barring Service.