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. You can read more about Phoenix Flex here.

Job Type

: 12 month Fixed Term

Closing Date

: 11th July

Salary and benefits:

Up to 60,000 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 as a Investment Reporting Manager within the Investment Solutions department.

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

The department supports our unit linked Investment Proposition where your role will support a program of work which will determine the future state for customer facing reporting including fund fact sheets across the Phoenix Group. This will include understanding and documenting the current state, defining business requirements as well as implementing a harmonised model for The Phoenix Group, where you will be developing new collateral or evolving our existing collateral to ensure we set and maintain good customer expectations.


You will be responsible for the collaborative process of design and refinement of ideas with stakeholders by proactively gather insight to feed into the design process around how our customers, clients and stakeholders think and feel about our investment related content.

What We're Looking For

Strong knowledge of investments and investment propositions within the UK Pensions industry Proven project management and delivery expertise, with a focus on operational efficiency to meet the varied demands from both internal and external stakeholders 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 Ideally have previous experience in customer facing investment reporting Experience of working in a highly regulated environment where you have been responsible for identifying, managing and monitoring potential risks

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
#LI-DS1


#LI-HYBRID