Retail Intermediary Proposition Consultant in Edinburgh

Retail Intermediary Proposition Consultant in Edinburgh

Edinburgh Full-Time 31800 - 40000 £ / year (est.) Home office (partial)
Phoenix Group

At a Glance

  • Tasks: Support the running of the channel and manage propositions for advisers and customers.
  • Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
  • Benefits: Enjoy a competitive salary, generous leave, excellent pension, and flexible working options.
  • Other info: Flexible roles available; we value curiosity, connection, and high standards.
  • Why this job: Make a real impact on financial futures while enjoying a supportive and inclusive culture.
  • Qualifications: Strong understanding of customer needs and risk management in financial services.

The predicted salary is between 31800 - 40000 £ per year.

This role can be based anywhere in the UK but there is an expectation of regular travel to the Edinburgh Lothian Road office. 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: 11th June

Salary and benefits: From £31,800 plus an indicative bonus range of 8-16%, 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. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role:

  • Support the day to day running of the channel, completing due diligence requests accurately and in a timely manner, responding to concession requests, and dealing with day to day proposition mailbox queries to support colleagues across the channel and wider business.
  • Support activity in relation to the discovery, design, delivery, deployment and ongoing management of Standard Life’s Intermediary Proposition.
  • Manage ongoing oversight aspects of the propositions under own responsibility to ensure that adviser, customer and business benefits are achieved and maximised, risks are identified and appropriately managed and activity is prioritised.
  • Identify and resolve or where appropriate escalate risks and issues in a co-ordinated manner with others both within proposition and across other parts of the business.
  • Support with ensuring that our products and proposition continue to meet customer and adviser needs and are suitable for our markets, that all regulatory requirements are met, risks are effectively managed and propositions deliver the business commercial objectives.

What are we looking for?

  • Develop and maintain a deep understanding of adviser and customer needs and behaviours, so that discovery, design, delivery, deployment and ongoing management can be tailored to reflect these needs.
  • Understand the impact of changes in the wider market - adviser and customer needs, market suitability, legislative, competitive, social and technological - and use this knowledge to help develop, deliver or manage Standard Life’s intermediary proposition.
  • Demonstrate robust understanding of risk management within area and evidence that controls are in place to comply with applicable regulatory requirements ensuring that customer outcomes are in line with the relevant frameworks.
  • Evidencing that all activity has been carried out in line with all relevant aspects of the proposition governance framework.

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.

Find out more about working at Standard Life.

Retail Intermediary Proposition Consultant in Edinburgh employer: Phoenix Group

Standard Life is an exceptional employer that prioritises flexibility and employee well-being, offering a range of benefits including 38 days of annual leave, a competitive pension scheme, and opportunities for career breaks. With a strong commitment to fostering a supportive work culture, we encourage curiosity and accountability while providing the tools for personal and professional growth. Our Edinburgh office serves as a hub for collaboration, making it an ideal location for those looking to make a meaningful impact in the retirement savings sector.

Phoenix Group

Contact Details:

Phoenix Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Retail Intermediary Proposition Consultant in Edinburgh

Tip Number 1

Network like a pro! Reach out to people in the industry, especially those at Standard Life. A friendly chat can open doors and give you insights that a job description just can't.

Tip Number 2

Prepare for interviews by understanding the company’s values and how they align with your own. Show them you’re not just a fit for the role, but for the culture too!

Tip Number 3

Practice your responses to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let your true self show!

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll find all the info you need about the role and the perks of working with us.

We think you need these skills to ace Retail Intermediary Proposition Consultant in Edinburgh

Due Diligence
Risk Management
Regulatory Compliance
Market Analysis
Customer Needs Assessment
Proposition Development
Communication Skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Retail Intermediary Proposition Consultant role. We want to see how you can bring value to our team!

Showcase Your Understanding:Demonstrate your knowledge of adviser and customer needs in your application. We’re looking for someone who understands the market and can adapt to changes, so let us know how you’ve done this in the past.

Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key points stand out and are easy to read.

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, we love seeing applications come directly from interested candidates!

How to prepare for a job interview at Phoenix Group

Know Your Proposition

Before the interview, dive deep into Standard Life’s Intermediary Proposition. Understand their products and how they meet adviser and customer needs. This will show your genuine interest and help you answer questions more effectively.

Showcase Your Risk Management Skills

Be prepared to discuss your understanding of risk management. Think of examples from your past experiences where you identified and managed risks. This is crucial for the role, so make sure you can articulate your approach clearly.

Demonstrate Flexibility and Curiosity

Since the role offers flexible working, highlight your adaptability. Share instances where you’ve successfully navigated changes or challenges in your previous roles. This aligns with the company’s values of curiosity and connection.

Ask Insightful Questions

Prepare thoughtful questions about the role and the company culture. Inquire about how they measure success in the position or how they support ongoing learning and development. This shows you’re engaged and serious about the opportunity.