People Experience Partner

The Company

Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.

As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market. Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients.

We are a remote-first company that prioritises collaboration and opportunities to connect in-person. Given our diversity of thought, backgrounds, and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission.

As a scaling, high-growth company, developing, and adapting is the norm. If you are after a dynamic company where you will make a real difference, then read on!

The Role

As People Experience Partner, you will be a hands-on, day-to-day partner to our people and managers across the whole employee lifecycle. You will be the first port of call for many people matters, from recruitment and benefits to employee relations and well-being.

You will support recruitment and selection across the business, manage our benefits, deliver training, run career initiatives, and keep our policies, systems and payroll accurate and up to date. You will run our employee engagement surveys and help embed inclusive practices in everything the People team and wider business does.

You will report directly to the Head of People Experience, and work closely with the Head of Talent and the People Experience Associate, so that people at Timeline get a responsive, consistent and supportive experience.

This role requires prior HR generalist experience with the ability to manage work independently.

Role Responsibilities

Recruitment:

• Support recruitment and selection across the business: writing adverts, screening applications, scheduling interviews and supporting hiring managers.
• Take part in interviews and assessments, using the structured frameworks developed in collaboration with the Head of Talent.
• Manage candidate communication and offers, giving every candidate a positive, timely experience.

Benefits: 

• Manage our benefits day to day, answering queries, handling joiners and leavers, and working with providers.
• Run benefits renewals and communications, helping people understand and make the most of their benefits.
• Resolve escalated benefits issues with providers, supported by the People Experience Associate on administration.

Employee relations:

• Manage ER cases, including informal concerns, investigations and initial meetings.
• Advise managers on handling issues early, fairly and in line with policy.
• Keep accurate case records and escalate within the team as needed.

Learning & development:

• Deliver training sessions, including induction, manager essentials and policy training.
• Help design and update training materials in line with the learning pathways.
• Gather feedback and attendance data and use it to improve training over time.

Career management

• Run career initiatives such as development conversations, mentoring and promotion rounds.
• Support managers and employees to use the career framework and career pathways.
• Promote internal mobility so people can see and apply for opportunities across Timeline.

Legal obligations:

• Apply our people policies and HR compliance requirements in day-to-day advice and casework.
• Help draft and update policies, and flag any compliance risks. Monitor employment legislation changes and updates to incorporate within our practices.
• Support with visa applications and any required immigration advice.
• Make sure managers and staff understand our policies through clear guidance, FAQs and briefings.

People analytics:

• Run our Inspire & Empower survey, including planning, communication and analysis.
• Share results with teams and help managers turn them into action plans.
• Track progress on actions and report key themes to the Head of People Experience.

Systems:

• Maintain our People systems, keeping data accurate, workflows working and records up to date.
• Configure system changes such as new fields, forms and workflows.
• Use reporting functionality for business insight as well as continuous improvement of system processes.

Payroll:

• Contribute to payroll changes and check monthly payroll inputs for accuracy before approval.
• Resolve payroll issues and queries with employees and our payroll provider.
• Find the root cause of payroll errors and fix the process so they do not happen again. Build additional controls where needed.

Well-being:

• Manage well-being cases and support people through absence, return to work and personal difficulties.
• Run absence management processes, including return-to-work meetings and absence reviews.
• Signpost support such as our employee assistance programme, escalating complex cases to the Head of Talent.

Diversity, equity & inclusion:

• Embed inclusive practices in recruitment, policies, training and everyday People processes as well as ensuring all business areas operate fairly and inclusively.
• Support employee-led networks and inclusion activities across Timeline.
• Review People processes for bias and accessibility, and recommend improvements.

Role Requirements

Absolute-must-haves:

• Proven experience in an HR generalist or People Partner role.
• Thrives in a fast-paced, dynamic environment where no day is the same and multi-tasking differing priorities is the norm.
• Strong collaborator that builds relationships across the business environment, rather than operating as a silo.
• Hands-on experience supporting end-to-end recruitment and selection.
• Experience managing ER cases, including investigations.
• Working knowledge of UK employment law and HR policy.
• Experience managing employee benefits and provider relationships.
• Experience delivering training to groups, including designing course content where relevant.
• Experience running or analysing employee engagement surveys.
• Confidence in maintaining and configuring HR systems.
• Experience checking payroll inputs and resolving payroll queries.
• Empathy and good judgement when supporting people through well-being and personal matters.
• High attention to detail and a strong focus on data accuracy.
• Clear written and verbal communication, including explaining people matters in plain English.
• Confidence with presentation skills within small groups and at company events.
• High integrity and discretion with confidential information.
• Willing and able to travel to our London office as and when needed, typically once a month, more often if required.

Nice-to-haves:

• CIPD Level 5 or 7 qualified.
• Experience in a scale-up, fintech or financial services environment.
• Product design experience in an HR context.
  

The Package

• Competitive salary, dependent on experience
• Non-contributory pension scheme
• 28 days holiday plus bank holidays
• Non-contractual bonus scheme
• Potential to join company option scheme
• Insurance plans
• Cost of relevant professional qualifications and memberships
• Hybrid working
• Flexible hours (depending on team requirements)
• Wellbeing support