At a Glance
- Tasks: Transform complex investment info into clear, engaging reports for customers.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Up to £40,000 salary, 38 days leave, private medical cover, and flexible working options.
- Other info: Inclusive culture that values diverse backgrounds and offers career growth opportunities.
- Why this job: Make a real impact on customer experiences in the pensions industry.
- Qualifications: Strong knowledge of investments and excellent communication skills required.
The predicted salary is between 40000 - 40000 € per year.
Job Type: Permanent
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.
Closing Date: 1st May
Salary and benefits: Up to £40,000 dependent upon experience plus an indicative bonus range of 8% to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more.
We have an incredible opportunity for an Investment Proposition Reporting Consultant to join our Product Communications and Reporting Department in Pensions and Savings.
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: You will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting along with supporting our ambition to deliver high quality, customer focused fund and solution communications. You’ll be responsible for producing fund fact sheets, infographics, performance reporting and other external facing information, ensuring these are fit for purpose and meet the needs of our customers. Be involved in the development of new investment reporting and changes to existing reporting, including both small scale updates and larger regulatory or propositional change initiatives as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives. You will also be carrying out investigations and providing technical support to other business areas.
What We’re Looking For:
- Strong knowledge of investments and investment propositions for the UK pensions industry
- Practical experience of creation and change of customer facing investment reporting
- Ability to clearly and effectively communicate information, ideas and plans to stakeholders
- Excellent relationship building skills with the ability to collaborate with stakeholders both internally and externally and at all levels of the organisation
- Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation
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.
Investment Proposition Reporting Consultant in Edinburgh employer: Phoenix Group
Standard Life is an exceptional employer located in Edinburgh, offering a flexible working environment that prioritises work-life balance. With a strong commitment to employee well-being, we provide generous benefits including up to 38 days of annual leave, private medical cover, and opportunities for professional growth. Our inclusive culture fosters curiosity and collaboration, ensuring that every team member can thrive while contributing to our mission of enhancing the retirement journey for our customers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Proposition Reporting Consultant in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend events, and connect on LinkedIn. 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 interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you stand out and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experiences make you the perfect fit for the Investment Proposition Reporting Consultant role. Keep it concise and engaging to grab their attention.
✨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.
We think you need these skills to ace Investment Proposition Reporting Consultant in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Investment Proposition Reporting Consultant role. Highlight your experience with investment reporting and how it aligns with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past work that showcase your ability to communicate complex information clearly and effectively. We want to see how you can bring value to our team.
Be Authentic:We’re all about being the whole version of you, so let your personality shine through in your application. Share your passion for investments and how you connect with our mission at Standard Life. We love seeing candidates who are genuine!
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 get your application in!
How to prepare for a job interview at Phoenix Group
✨Know Your Investments
Make sure you brush up on your knowledge of investments and the UK pensions industry. Be prepared to discuss specific investment propositions and how they relate to customer needs. This will show that you understand the role and can contribute effectively.
✨Showcase Your Reporting Skills
Since the role involves creating customer-facing investment reports, be ready to talk about your experience with reporting tools and techniques. Bring examples of past work, like fund fact sheets or performance reports, to demonstrate your ability to present complex information clearly.
✨Build Relationships
Highlight your relationship-building skills during the interview. Discuss how you've collaborated with stakeholders in previous roles, and be ready to share examples of how you’ve navigated challenges in communication. This will show that you can work well within a team and across departments.
✨Excel at Excel
Since proficiency in Excel is key for this position, be prepared to discuss your experience with spreadsheet creation and data presentation. You might even want to mention any advanced functions or calculations you’re comfortable with, as this will demonstrate your technical skills.
