Job Description
Job Type: Permanent
Location: This role will be hybrid, with time spent working in the Edinburgh office and at home.
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.
Closing Date: 16th May
Salary and benefits: From £34k, plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we?
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.
The role
Retail Intermediary Distribution Support is looking for a
Relationship Support Consultant to support the next phase of development for our Intermediated trading channels.
The role will form an integral part of a regionalised distribution hub, working with Business Development Managers and Telephone Account Managers, with a focus on providing technical and operational support to a panel of Financial Advisers across our Retail and Private Client intermediary channels.
Key Deliverables Of The Role Will Include
- Supporting Distribution colleagues in the achievement of Net Fund Flow targets across the relevant scope of Standard Life and wider Phoenix Group products
- Identifying and prioritising lead generation and commercial opportunities through a range of metrics, including CRM and trading insights/data
- Developing strong relationships with internal and external stakeholders, building advocacy with key individuals across the Intermediary advice market
- Provide technical and operational support on Standard Life products and proposition to key individuals across the intermediary advice spectrum
What are we looking for?
- Knowledge of intermediated financial advice / intermediary distribution
- Experience of using data and insights to identify opportunities to drive distribution activity
- Experience of working with (a) CRM platform(s)
- Has attained or committed to attaining RO1 and RO4
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Find out more about
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
