Advice Manager

Advice Manager

Edinburgh Full-Time 70000 - 84000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead a team of advisers, delivering top-notch retirement and investment advice.
  • Company: Join the UK's largest long-term savings and retirement business with a commitment to sustainability.
  • Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
  • Why this job: Be part of a dynamic team focused on customer satisfaction and innovative solutions.
  • Qualifications: Must have CII Diploma Level 4 and experience in leading advisory teams.
  • Other info: We value diversity and encourage all backgrounds to apply.

The predicted salary is between 70000 - 84000 £ per year.

Job Type: Permanent

Location: Hybrid - Edinburgh

Flexible working: All roles are open to part-time, job-share, and other flexible arrangements. We will discuss your preferences during the recruitment process.

Closing Date: 27th May

Salary and benefits: From £70,000, plus 16% bonus (up to 32%), private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3 volunteering days, and more.

Who are we? We aim 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, offering products across our brands: Standard Life, SunLife, Phoenix Life, and ReAssure. About 1 in 5 UK residents has a pension with us. As a FTSE 100 company, we are committed to issues like transitioning to net zero by 2050.

The role: As a key member of the Standard Life Advice and Guidance Leadership Team, you will lead the development and growth of a team of Standard Life Advisers, delivering innovative, high-quality advice for customers. Your technical expertise and leadership will inspire confidence in our colleagues and customers' future. You will oversee a team providing professional advice on retirement solutions and investments, focusing on improving customer experience, advocacy, and satisfaction, supported by a robust risk, training, and competence framework.

What are we looking for?

  • Proven experience in the advice industry, particularly with ‘at retirement’ needs.
  • Minimum of CII Diploma Level 4 qualification (essential).
  • Experience in leading, coaching, and developing a team of up to 12 Advisers.
  • Ability to meet the Training and Competence Scheme requirements, including recruiting, training, and maintaining adviser competence.
  • Strong relationship-building skills internally and externally to support business objectives and customer referrals.
  • Adherence to regulatory, legislative, and business standards, including risk management.

We Want To Hire The Whole Version Of You: We are committed to diversity and inclusion. If your experience differs from the advertised criteria but you believe you can add value, we encourage you to apply. Please inform us of any adjustments needed during the recruitment process.

Senior Managers Certification Regime (SMCR): This role is covered by SM&CR as a certified role, requiring annual certification and compliance with PRA and FCA standards. Details are available on the FCA website.

Advice Manager employer: Phoenix

Phoenix is an exceptional employer, offering a hybrid working model in the vibrant city of Edinburgh, where flexibility is at the heart of our culture. With a comprehensive benefits package that includes a competitive salary, generous annual leave, and a commitment to employee development, we strive to create an environment where our 6,600 colleagues can thrive and feel valued. Join us in making a meaningful impact as we lead the way in long-term savings and retirement solutions while championing diversity and inclusion.
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Contact Detail:

Phoenix Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Advice Manager

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in the advice industry, especially those related to retirement solutions. This knowledge will not only help you stand out during discussions but also demonstrate your commitment to staying updated in a rapidly evolving field.

✨Tip Number 2

Network with current or former employees of Standard Life or similar companies. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial when discussing your fit for the role.

✨Tip Number 3

Prepare to showcase your leadership skills by thinking of specific examples where you've successfully led a team or improved customer satisfaction. Being able to articulate these experiences clearly will help you make a strong impression during interviews.

✨Tip Number 4

Understand the importance of compliance and risk management in the advice sector. Be ready to discuss how you have adhered to regulatory standards in your previous roles, as this will highlight your suitability for a position that requires strict adherence to guidelines.

We think you need these skills to ace Advice Manager

Leadership Skills
Coaching and Mentoring
Technical Expertise in Retirement Solutions
Customer Relationship Management
Regulatory Compliance Knowledge
Risk Management
Training and Development
Communication Skills
Analytical Skills
Problem-Solving Skills
Team Management
Customer Advocacy
Adaptability
Emotional Intelligence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the advice industry, particularly focusing on 'at retirement' needs. Use specific examples that demonstrate your leadership and coaching abilities.

Craft a Compelling Cover Letter: In your cover letter, express your passion for leading a team of advisers and improving customer experiences. Mention how your qualifications, such as the CII Diploma Level 4, align with the role's requirements.

Showcase Relationship-Building Skills: Provide examples in your application of how you've successfully built relationships both internally and externally. This is crucial for supporting business objectives and customer referrals.

Highlight Commitment to Compliance: Emphasise your understanding of regulatory, legislative, and business standards, including risk management. This will show your potential employer that you are serious about adhering to the necessary compliance requirements.

How to prepare for a job interview at Phoenix

✨Showcase Your Leadership Skills

As an Advice Manager, you'll be leading a team of Advisers. Be prepared to discuss your previous leadership experiences, how you've coached and developed teams, and any specific strategies you've used to inspire confidence in your colleagues.

✨Demonstrate Technical Expertise

Make sure you can articulate your knowledge of retirement solutions and investments clearly. Prepare examples of how you've applied your technical expertise to improve customer experience and satisfaction in past roles.

✨Understand Regulatory Standards

Familiarise yourself with the regulatory, legislative, and business standards relevant to the role. Be ready to discuss how you've adhered to these standards in your previous positions and how you plan to maintain compliance in this new role.

✨Build Rapport with Interviewers

Strong relationship-building skills are crucial for this position. During the interview, focus on establishing a connection with your interviewers by actively listening, engaging in conversation, and demonstrating your interpersonal skills.

Advice Manager
Phoenix
Location: Edinburgh
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  • Advice Manager

    Edinburgh
    Full-Time
    70000 - 84000 £ / year (est.)
  • P

    Phoenix

    50-100
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