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Retail Intermediary Proposition Consultant
Phoenix GroupRetail Intermediary Consultant for Standard Life, supporting operations and managing adviser needs. Focus on market suitability and regulatory compliance for intermediary propositions.
About the role
Key responsibilities & impact- Support the day to day running of the channel
- Complete due diligence requests accurately and in a timely manner
- Respond to concession requests
- Deal with day to day proposition mailbox queries
- Manage ongoing oversight aspects of the propositions
- Identify and resolve or escalate risks and issues
Requirements
What you’ll need- Develop and maintain a deep understanding of adviser and customer needs and behaviours
- Understand the impact of changes in the wider market
- Demonstrate robust understanding of risk management within area
- Evidence that all activity has been carried out in line with all relevant aspects of the proposition governance framework
Benefits
Comp & perks- 38 days annual leave
- excellent pension
- 12x salary life assurance
- career breaks
- income protection
- 3x volunteering days
- flexibility in working hours
ATS Keywords
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Soft Skills
communicationproblem-solvingrisk managementdue diligenceoversightcustomer understandingmarket analysis