Direct to Customer Manager
Direct to Customer Manager

Direct to Customer Manager

Full-Time 42000 - 64000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead a team to enhance customer experience in pensions and retirement products.
  • Company: Join a forward-thinking financial services company with a focus on collaboration.
  • Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
  • Why this job: Make a real difference by inspiring your team and improving customer satisfaction.
  • Qualifications: Experience in team management within financial services, especially pensions.
  • Other info: Embrace a culture of inclusivity and personal growth with excellent career development opportunities.

The predicted salary is between 42000 - 64000 £ per year.

Job Type: Permanent

Location: Edinburgh hybrid with 1 day per week in the office

Flexible working: All of 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.

Closing Date: 26th January

Salary and benefits: £56,600, plus an indicative bonus range of 16‑32%, private medical cover, 38 days annual leave, excellent pension, 12× salary life assurance, career breaks, income protection, 3× volunteering days and much more.

The role:

  • Working within a customer‑centric and outcome‑focused telephony environment, you will be leading a team providing non‑advised guidance regarding pensions and retirement products.
  • Utilising your technical expertise and strong leadership skills, you will inspire confidence in our colleague and customer’s future.
  • Your role is to inspire and develop a team to drive improved customer experience, advocacy and satisfaction underpinned by a robust risk, training and competence framework.
  • You will motivate and lead your team to retain customers and assets through the delivery of a great customer experience, getting it right first time and delivering on our promises.
  • Engage and create a high performing team by communicating openly and building a culture of collaboration in which the team embrace the evolving environment.
  • Maximise team operational performance and efficiency by planning effectively and managing team behaviours in accordance with operational plans and support the senior leadership team to deliver our strategy; being actively involved in key initiatives across the group and bringing your team on the journey.

What we’re looking for:

  • Proven experience in team management and development within a financial services environment, ideally pensions and savings.
  • Track record of successfully coaching, motivating, leading and developing a team in a risk adverse environment to meet business objectives.
  • Knowledge and experience of regulatory and legislative requirements regarding pension and retirement propositions.
  • Strong stakeholder management and proven success in developing both strong external and internal relationships.
  • FA2, along with RO1, RO4, and LP2 (must achieve these within 2 years of starting in the role as role required qualifications).

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.

Direct to Customer Manager employer: Phoenix Group

At Phoenix Group, we pride ourselves on being an exceptional employer, offering a flexible working environment in Edinburgh that supports work-life balance through options like part-time and job-share roles. Our commitment to employee growth is evident in our comprehensive benefits package, which includes generous annual leave, private medical cover, and opportunities for career development, all within a collaborative and customer-focused culture that values every team member's contribution.
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Contact Detail:

Phoenix Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Direct to Customer Manager

✨Tip Number 1

Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Direct to Customer Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase why you're the perfect fit for the team and how you can contribute to their customer-centric approach.

✨Tip Number 3

Practice makes perfect! Get a friend or family member to do mock interviews with you. Focus on articulating your experience in team management and how you've driven customer satisfaction in previous roles. This will boost your confidence when it’s time for the real deal.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, get that application in and show us what you've got!

We think you need these skills to ace Direct to Customer Manager

Team Management
Leadership Skills
Customer Experience Improvement
Coaching and Development
Risk Management
Regulatory Knowledge
Stakeholder Management
Communication Skills
Operational Performance Planning
Collaboration
Financial Services Knowledge
Pensions and Retirement Products Expertise

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Direct to Customer Manager. Highlight your experience in team management and development, especially in financial services. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about customer experience and how you can inspire and lead a team. Be genuine and let your personality come through – we love to see the real you!

Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to drive customer satisfaction and team performance. Numbers and examples speak volumes, so don’t hold back on sharing your successes!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our company culture there!

How to prepare for a job interview at Phoenix Group

✨Know Your Stuff

Make sure you brush up on your knowledge of pensions and retirement products. Understand the regulatory requirements and be ready to discuss how you've navigated these in your previous roles. This will show that you're not just a good fit for the role, but that you genuinely understand the industry.

✨Showcase Your Leadership Skills

Prepare examples of how you've successfully led and developed teams in the past. Think about specific situations where you motivated your team or improved customer experience. Be ready to share these stories to demonstrate your leadership style and effectiveness.

✨Engage with the Company Culture

Familiarise yourself with the company's values and culture. During the interview, express how your personal values align with theirs. This shows that you're not just looking for any job, but that you're genuinely interested in being part of their team and contributing to their mission.

✨Ask Thoughtful Questions

Prepare some insightful questions to ask at the end of your interview. This could be about their approach to team development or how they measure success in customer satisfaction. Asking questions not only shows your interest but also helps you gauge if this is the right environment for you.

Direct to Customer Manager
Phoenix Group
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