Job Description

Location and flexible working

: Edinburgh. 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. Yo u can read more about Phoenix Flex here

Job Type

: Permanent

Closing Date

: 27th October

Salary and benefits

: Up to 50,000 dependent upon experience plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more

Recruiter

: Douglas Smith


We have an incredible opportunity to join us here at Phoenix Group an Investment Proposition Reporting Manager in our Product Communications and Reporting Department in Pensions and Savings.

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 play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting, supporting our ambition to deliver high quality, customer focused fund and solution communications.


You will be responsible for the collaborative process of design and refinement of ideas with stakeholders by proactively gathering insight to feed into the design process around how our customers, clients and stakeholders think and feel about our investment related content along with being able to represent projects/activities and provide technical consultancy, providing guidance to others and apply knowledge and judgement in making recommendations.


You will develop and manage relationships with internal and external customers, suppliers and stakeholders at all levels, providing support and technical guidance to ensure successful delivery of objectives along with assimilating complex and detailed technical information to present in a clear, understandable and persuasive way, to a variety of audiences including senior staff and cross-divisional/external stakeholders.

What we're looking for

Proven experience of implementing investment reporting as part of one or multiple change projects within a Pension & Savings or an Investment company Excellent communication skills, with the ability to convey complex information, ideas and plans to senior stakeholders, constructively challenge existing processes, and escalate issues where appropriate Challenge and question the status quo in an effective manner and escalate any conflicts Strong interpersonal, networking, planning, and organisational skills to manage diverse stakeholder relationships and deliver activities effectively

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

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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