Job Description

Job Type: Permanent

Location: This role is based in our Edinburgh office, this is a hybrid role, with office-based working expected for the first 3 months, home working is supported once competent in role.

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. You can read more about Phoenix Flex here.

Closing Date: 24/03/2025

Salary and benefits: £28,100 - £34,000 plus 8% bonus, 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

Working with the Standard Life Financial Advice team, to directly support our clients in achieving their pension saving and retirement goals. With an objective to provide client facing administrative support services, in a professional and timely manner, for Advisers and their Clients. Support financial advisers with any technical research and maintain a good level of basic technical knowledge about the relevant products and services. Responsible for accurate inputs and updates to the Customer Relationship Management /Workflow Systems including capture of Vulnerable Clients, Know Your Customer, and the ID&V process. Own and manage the client's advice / guidance journey from the point of recommendation to completion, actively engaging with clients and providers, building, and maintaining relationships with clients, colleagues, internal stakeholder and external third parties.

What are we looking for?

Knowledge of Pensions/Savings products.
Experience in an Advice administrative/support role, desirable to have or be working towards CII qualifications.
Effective communication skills, in a telephony role.
Ability to effectively time manage and evolve to meet the demands of a changing working environment.
Attention to detail in a fast-paced environment, with an ability to multi-task under pressure.

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

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