Job Description
Job Type: Permanent
Location: London, or Edinburgh. With time spent on the road 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: 23rd February
Salary and benefits: From £75k, plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
The role:
Lead and facilitate the Platform and DIM partner onboarding process end-to-end, with responsibility for advancing engagement with this population through close management of key stakeholders, propositional development and delivering beneficial business outcomes.
To be successful in this role, you will be a proven high achiever who is an experienced relationship manager, comfortable managing existing partnerships and identifying new opportunities that present themselves through the continual evolution of the investment market place. The role requires national coverage so regular travel should be expected.
What are we looking for?
- Responsible for all aspects of generating flow opportunity through DIMs, e.g. campaign design and activity, working with the Retail Intermediary regional sales team.
- Working with DIMs to better understand the needs of the end customer through product support, including pensions, onshore and offshore bonds, as well as managing future structure changes in their businesses.
- Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales. Keeping client records up to date in line with this activity.
- To design and deploy achievable business plans for targeted partners, defining strategic objectives, monitoring and reporting on success.
- To be able to analyse business plans and using panel and sales MI to drive actions and future direction, to inform and evolve business plans for short, medium and longer term.
- Working with colleagues across the Group to leverage relationships and experience to achieve joint business goals.
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.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
Find out more about #LifeAtPhoenix
- Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
