Phoenix Group

Administrative Assistant

• To provide administrative services within Finance in the support of a professional and consistent service.
• Build and maintain relationships with key internal customers and external third parties.
• Ensure best use of resource and skill development by working flexibly across the range of administrative tasks performed in the function.
• Identify issues or areas for improvement within existing processes and highlight to appropriate stakeholders, following through any changes to processes and transactions to agreed standards and timescales.
• Promote compliant behaviours in others when maintaining and updating systems and data in the support of department's activities.
• Provide administrative support across a variety of administrative activities to ensure all stakeholders receive a professional and consistent service..
• Support aspects of the department's projects and initiatives which may include leading work packages, testing systems, inputting to the project based on own knowledge and expertise.
• Balancing workload in the context of service delivery standards.
• Dealing securely with potentially highly sensitive data.
• Ensuring compliance (self and others) with relevant processes in use to maintain and update People function systems and data in the support of activities.
• Requiring to be accurate in dealing with data

• To provide administrative services within Finance in the support of a professional and consistent service.
• Build and maintain relationships with key internal customers and external third parties.
• Ensure best use of resource and skill development by working flexibly across the range of administrative tasks performed in the function.
• Identify issues or areas for improvement within existing processes and highlight to appropriate stakeholders, following through any changes to processes and transactions to agreed standards and timescales.
• Promote compliant behaviours in others when maintaining and updating systems and data in the support of department's activities.
• Provide administrative support across a variety of administrative activities to ensure all stakeholders receive a professional and consistent service.
• Support aspects of the department's projects and initiatives which may include leading work packages, testing systems, inputting to the project based on own knowledge and expertise.
• Balancing workload in the context of service delivery standards.
• Dealing securely with potentially highly sensitive data.
• Ensuring compliance (self and others) with relevant processes in use to maintain and update People function systems and data in the support of activities.
• Requiring to be accurate in dealing with data

Solutions Engineer

• Translation of business objectives and goals into deliverable architectural solutions.
• Prioritisation of solutions based on value delivery, not just feasibility.
• Attending and contributing to architecture reviews with a focus on delivery impact (e.g., time-to-market, scalability, cost).
• Delivery of high quality, project driven Solution Architecture and Design artefacts.
• Working with other IT architecture domains and wider IT stakeholders to deliver robust and cost effective solutions.
• Strong decision making capabilities and capable of communicating with and influencing stakeholders where appropriate.

Solution Architect

Financial Planning and Analysis

• Support our unit linked Investment Proposition focusing on supporting change programmes involving our insured funds and solutions
• Assess the impact of changes involving prioritisation and resourcing
• Gather requirements, design processes, and assist in setting test plans and testing
• Ensure the business is ready for change through business readiness and training preparation and delivery
• Provide technical support, guidance and training to project stakeholders

Senior Strategic Change Analyst – Investment Solutions

Business Development Rep

• Provide strategic oversight of risk management across various product areas
• Ensure appropriate risk controls are in place
• Facilitate risk reporting to the Board and management committees
• Lead regular risk assessments
• Promote strong risk culture within the organization
• Ensure compliance with regulatory standards

Head of Risk, Business Development Origination

Program Manager

• Lead the design, planning and delivery of strategic initiatives within Smoothed Managed Funds portfolio
• Apply specialist knowledge to shape programme outcomes
• Collaborate with product teams and third-party delivery partners
• Manage project sponsor and steering group communications
• Oversee significant project budgets of up to £50 million
• Implement robust governance and control environments
• Produce project documentation in line with objectives
• Use advanced tools for project delivery

Programme Manager – Smoothed

Engineer

• Lead the design, implementation, and enhancement of enterprise-wide identity and access management (IAM) solutions.
• Lead the integration of new applications and services into the identity ecosystem, ensuring seamless and secure access.
• Develop and maintain workflows, connectors, and automation scripts to support identity lifecycle processes.
• Configure and optimise IAM platforms such as Saviynt, CyberArk, and Microsoft Entra ID.
• Collaborate with cross-functional teams to ensure identity services align with business and security requirements.
• Troubleshoot complex identity-related issues across platforms and environments, ensuring timely resolution and minimal impact.
• Contribute to the development of identity governance policies, standards, and procedures.
• Support audit and compliance activities by ensuring identity controls and documentation are in place and up to date.
• Stay current with emerging identity technologies, standards, and threats, and apply insights to improve our posture.
• Mentor junior engineers and contribute to knowledge sharing across the Group Identity Team.

Senior Identity Engineer

Account Manager

• Support Asset Management Commercial Partnerships operating model
• Act as escalation point for internal customers and Supplier counterparts
• Assist in invoice validation and budget tracking
• Support Management Information production for COO
• Coordinate KPI validation ahead of Governance meetings
• Build relationships with suppliers and internal stakeholders

Commercial Partnerships Analyst

Manager

• Oversee the delivery and support of enterprise applications
• Act as the Process Owner for critical ITIL-based processes
• Lead the development and maintenance of service operations and delivery strategy
• Engage with value centres to understand business strategy
• Ensure effective management and resolution of service issues
• Identify and manage the Continuous Service Improvement plan

Senior Service Delivery Manager

• Our Bid Management team plays a crucial part of our success.
• We support our New Business and Client Relationship teams in securing new and retaining existing clients for Standard Life.
• The team works to produce first-class bid, pitch and sales collateral.
• Complete research surveys and provide excellent support our EBC and Corporate Adviser relationships.
• As a senior member of our New Business Support and Bid Management function, you will lead our Bid Management team to support, inspire and develop our fantastic team to deliver even better work in an efficient way.
• We operate in a fast-paced environment and thrive under pressure.
• Our purpose and ambition is to continually improve our ways of working, whilst ensuring we remain safe, steadfast and dependable.

Bid Team Manager

• Scope projects and define objectives, deliverables, and success measures.
• Produce clear, high-quality documentation (plans, risks, actions, decisions).
• Manage stakeholders and keep sponsors informed throughout the project.
• Operate within governance frameworks to track risks and issues.
• Apply and share change management tools and best practices.
• Lead or support continuous improvement initiatives.
• Represent Customer Office on steering groups as needed.
• Influence and build relationships across teams without direct authority.
• Navigate tight deadlines, limited resources, and competing priorities.

Change Manager

Business Intelligence Developer

• Define and lead the business intelligence strategy for the stakeholder area and act as product owner for BI solutions
• Engage with senior stakeholders to understand needs and translate them into actionable, data-driven requirements
• Guide the design and delivery of scalable dashboards and tools, ensuring quality, governance, and business impact
• Mentor BI team members and foster a culture of excellence and continuous learning
• Transform complex data into compelling insights that influence strategic decisions
• Champion innovation through new tools and methodologies
• Collaborate across departments to ensure BI solutions are integrated and relevant
• Manage successful delivery of BI projects and help shape a collaborative, inclusive team environment that supports professional development and growth of the BI function

Lead BI Analyst

• Support the team in delivering daily tasks, working to strict deadlines as determined by the investment markets.
• Support the daily delivery of unit pricing, validating movements and ensuring creations are aligned with expectation.
• Support the team in delivering monthly/quarterly tasks for stakeholders.
• Pricing validation – Ensuring that prices and movements are aligned to the market.
• File processing – timely upload of pricing files and data to support daily pricing.
• Oversight of outsourced activities – ensuring suppliers adhere to delivery times and standards.
• Risk and Control – support on-going delivery of operational, finance processes and controls.
• Account opening and compliance – supporting opening of accounts at the Transfer Agency and ongoing compliance.
• Reporting – supporting monthly / quarterly tasks to provide reporting to stakeholders across the business.

Investment Operations Analyst, Asset Management

• Lead, oversee and co-ordinate the engineering backlog, working with the product owner assigned to the Capital Markets delivery team(s).
• Support and challenge to ensure ways of working are fully adopted and analysis activities completed in line with sprint plans.
• Develop strong relationships with key business stakeholders and other colleagues to elicit requirements and subsequently update on requirements evolution in a business focused way.
• Support and host discussions within a multidisciplinary team, with potentially difficult dynamics.
• Support the project manage(s) / delivery managers(s) to regularly asses the progress and effectiveness of the discovery and analysis effort, taking interventions as needed to deliver work to agreed timescales and quality.
• Create artefacts supporting agile ways of working e.g. user stories with acceptance criteria (JIRA)
• Create and maintain good quality stores of business knowledge and information (JIRA, Confluence, SharePoint etc
• Work with the product owner to prioritise the backlog
• Support delivery teams by communicating effectively within an agile delivery framework
• Identify and document risks, issues and dependencies that are likely to affect the delivery of requirements
• Support the development of sustainable, commercially viable change solutions with clear linkages to Asset Management goals and objectives – end to end (i.e. discovery, analysis/design, build, test and business readiness)
• Provide oversight and advice to other team members involved in the delivery of data and reporting solutions
• Share knowledge and education amongst the Business Analyst community and wider teams
• Manage the workload for the squad driving effective and efficient delivery of work packages.
• Provide timely, accurate and transparent MI that enables the throughput of the squad be managed an provide a key input into work scheduling and where appropriate prioritisation.

Asset Manager – Change and Transformation Delivery Lead

• Provide excellent customer service to customers and intermediaries
• Process customer requests and administration accurately and within agreed service levels
• Treat every interaction as an opportunity to build rapport, credibility and advocacy for Standard Life
• Identify opportunities to retain and grow the customers business with us
• Proactively provide accurate information and guidance for the customer to help them make informed decisions about their financial future and gain trust in our ability to help them
• Take opportunities to proactively promote alternative/lower cost service channels and explain the benefits of online technology to increase the use of self service and allow straight through processing
• Follow the correct processes to make sure that all your actions meet the conformance requirements
• Fulfil all the regulatory requirements of the role and ensure that your work is compliant and you treat customers fairly
• Identify the root cause of problems to prevent repeat failures

Pensions and Investments Administrator

Consultant

Job Type: Permanent
Location: Edinburgh. With up to the first 12 weeks in the office for training. Post training Hybrid working is available. Start date will be circa 21st July. Must be available for the first 4 weeks training.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility.
We are currently recruiting a team of Annuity Customer Consultants to join our Advice and Guidance team.
You will support our customers who are looking to purchase a guaranteed income for life through an Annuity plan, providing guidance to customers in relation to purchasing and setting up an annuity, either through Standard Life or via the whole of market.
You will interact with customer requests on an inbound and outbound basis, via telephone, mail, email, online and utilising hybrid technology.
At the Phoenix Group, we are committed to investing in your future and we will provide support for you to obtain the role required R04 qualification within 12 months, with the potential to further add to this.

Annuity Consultant

Job Type: Permanent
Location: The role will be based in our Edinburgh office and be office-based for the first 6 months before moving to the option of a home/office split.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
We are currently recruiting Trainee Customer Consultants to join our Telephony Guidance team. This is a fantastic opportunity if you enjoy building rapport and putting customers at the heart of what you do. If you have a burning desire to help customers, put in place the plans they need to have the future they dream of then we would love to hear from you.
You will be providing guidance to customers across our pension product range, demonstrating your understanding of your customer’s situation and needs by keeping them informed of all relevant options, risks and benefits as well as explaining any technical questions in a simple way whilst remaining compliant and jargon free.
You will be on a pathway to becoming a fully qualified Customer Consultant, at Phoenix we commit to investing in your future, providing support for you to obtain the role required R01 & R04 qualifications. The programme includes on-going training and development that will enable you to progress to full competence and takes around 18 to 24 months.
What are we looking for?

Trainee Customer Consultant

You will be responsible for building and developing strong relationships, working in partnership with your clients. Trustees and advisers, and retaining existing assets and delivering on opportunities to increase revenue and broaden our relationship across the Standard Life business.
Internally you will build a strong network within Workplace Distribution and the wider business, bring fresh ideas, challenge how we optimise processes and bring the voice of your clients to help shape our proposition.
You will create and deliver client plans and maintain communication and engagement strategies to maximise profitability. By monitoring and maintaining awareness of change within the marketplace you will ensure opportunities are identified and will use judgement to identify and assess any risk or potential threats to the relationship with clients and act to mitigate these.

Administrative Assistant

Administrative Assistant

Solution Architect

Senior Strategic Change Analyst – Investment Solutions

Head of Risk, Business Development Origination

Programme Manager – Smoothed

Senior Identity Engineer

Commercial Partnerships Analyst

Senior Service Delivery Manager

Bid Team Manager

Change Manager

Lead BI Analyst

Investment Operations Analyst, Asset Management

Asset Manager – Change and Transformation Delivery Lead

Pensions and Investments Administrator

Annuity Consultant

Trainee Customer Consultant

Client Relationship Consultant