Phoenix Group

Financial Planning and Analysis

• 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

Manager

• 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

• 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

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

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.

Client Relationship 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?