Advice Manager

Advice Manager

Full-Time 70000 - 70000 £ / year (est.) Home office (partial)
Phoenix Group

At a Glance

  • Tasks: Lead a team of advisers to deliver top-notch financial advice and enhance customer satisfaction.
  • Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
  • Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
  • Other info: Embrace a culture of flexibility and inclusivity, where your unique background is valued.
  • Why this job: Make a real difference in people's financial futures while developing your leadership skills.
  • Qualifications: Proven experience in the advice industry and a CII Diploma Level 4 are essential.

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

Location: Hybrid - Edinburgh

Flexible working: All 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.

Closing Date: 14th May

Salary and benefits: From £70,000, plus indicative bonus range of 16% to 32%, 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’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

The role: As a key member of the Standard Life Advice and Guidance Leadership Team, you would lead the successful development and growth of a team of Standard Life Advisers, delivering innovative, modern, high quality advice propositions for customers. Utilising your technical expertise and strong leadership skills you will inspire confidence in our colleague and customer’s future. You will lead a team to provide professional financial advice on retirement solutions and investment propositions. Your role is to lead and develop a team to drive improved customer experience, advocacy and satisfaction underpinned by a robust risk, training and competence framework.

What are we looking for?

  • You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs.
  • You will have a high level of technical pension knowledge qualified with a minimum of CII Diploma Level 4. (essential, without this we will be unable to consider your application)
  • Lead, coach and develop a team of up to 12 Advisers, to enable delivery against key performance indicators, commercial, stakeholder and regulatory requirements.
  • Meet the requirements of the Training and Competence Scheme Framework; recruiting, training and developing and maintaining the competence of advisers, as well as supporting attainment of competent adviser status and good customer outcomes.
  • Develop and manage cross-divisional internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers.
  • Adhere to regulatory, legislative and business requirements using the Risk and People Management Framework to manage risk to investors and the company’s reputation.

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.

Further information on the Senior Managers & Certification Regime can be found on the FCA website.

Advice Manager employer: Phoenix Group

Standard Life is an exceptional employer that prioritises flexibility and employee well-being, offering a comprehensive benefits package including generous annual leave, private medical cover, and opportunities for career breaks. With a strong commitment to professional development and a supportive work culture, employees are encouraged to thrive in their roles while making a meaningful impact on customers' financial futures. Located in the vibrant city of Edinburgh, this hybrid role allows for a balanced work-life integration, making it an attractive opportunity for those seeking a rewarding career in the advice industry.
Phoenix Group

Contact Detail:

Phoenix Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Advice Manager

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more connections we make, the better our chances of landing that dream job.

✨Tip Number 2

Practice makes perfect! Before any interview, we should run through common questions and scenarios. Role-playing with a friend can help us feel more confident and ready to impress.

✨Tip Number 3

Show off your skills! Bring along a portfolio or examples of our work to interviews. This gives us a chance to demonstrate our expertise and how we can add value to the team.

✨Tip Number 4

Apply through our website! It’s the best way to ensure our application gets seen. Plus, we can keep an eye on new openings and updates directly from the source.

We think you need these skills to ace Advice Manager

Leadership Skills
Technical Pension Knowledge
CII Diploma Level 4
Coaching and Development
Customer Experience Improvement
Risk Management
Regulatory Compliance
Stakeholder Management
Training and Competence Framework
Performance Management
Financial Advice Propositions
Networking Skills
Adaptability
Communication Skills

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Advice Manager role. Highlight your experience in the advice industry and any relevant qualifications, like the CII Diploma Level 4. We want to see how your skills align with what we’re looking for!

Showcase Your Leadership Skills: Since this role involves leading a team of Advisers, it’s crucial to demonstrate your leadership experience. Share examples of how you’ve coached or developed teams in the past. We love seeing how you inspire confidence in others!

Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate straightforward communication, especially when it comes to your achievements and experiences.

Apply Early!: We review applications as they come in, so don’t wait until the last minute! Applying early not only shows your enthusiasm but also gives you a better chance of standing out. Head over to our website and submit your application today!

How to prepare for a job interview at Phoenix Group

✨Know Your Stuff

Make sure you brush up on your technical pension knowledge and the latest trends in retirement solutions. Being well-versed in these areas will not only boost your confidence but also show the interviewers that you're serious about the role.

✨Showcase Your Leadership Skills

As an Advice Manager, you'll be leading a team of advisers. Prepare examples of how you've successfully led teams in the past, focusing on coaching, developing talent, and achieving key performance indicators. This will demonstrate your capability to inspire and manage effectively.

✨Understand the Company Culture

Familiarise yourself with Standard Life's values and mission. They emphasise curiosity, connection, and accountability. Be ready to discuss how your personal values align with theirs and how you can contribute to their culture.

✨Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and company goals. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

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