Job Description
Job Type: Permanent
Location: Any of our locations (Edinburgh, Telford, Birmingham, London or Bristol). This role is hybrid, with time spent working from the office and at home. Typically, you’ll be required to visit our Edinburgh office once a month.
Flexible working: All 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.
Closing Date: Monday 19th January
Salary and benefits: From £43,700 plus bonus, 38 days holiday (including bank holidays), generous pension, private medical cover, 12x salary life assurance, career breaks, income protection, 3x volunteering days and lots more!
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re a 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
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.
Your role will also include supporting new business activities and delivering ad hoc member engagement initiatives both virtually and in person.
What are we looking for?
You are customer obsessed in all that you do and are passionate about supporting your clients in making a difference to the lives and financial future of their employees. You can clearly and effectively communicate information, plans and opinions to both internal and external stakeholders and are commercially focused at all times.
Key Skills & Experience:
- Proven experience in relationship management with a track record of delivering against plan ideally in a pensions environment.
- Strong communication skills with the ability to build and maintain effective working relationships to drive projects forward.
- Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
- Sound knowledge of DC pensions (both trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
- Developing understanding of market, legislative, and industry practices.
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.
We’re reviewing applications as they come in, so apply early to avoid missing out.
Find out more about #LifeAtPhoenix
