Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Transform complex investment info into clear, engaging reports for customers.
- Company: Join Phoenix Group, a leading FTSE 100 retirement and savings business.
- Benefits: Up to £50,000 salary, 16% bonus, 38 days leave, and private medical cover.
- Why this job: Make a real impact on customer experience and drive positive change.
- Qualifications: Experience in investment reporting and excellent communication skills required.
- Other info: Flexible working options and a commitment to diversity and inclusion.
The predicted salary is between 42000 - 58000 £ per year.
Investment Proposition Reporting Manager
Join to apply for the Investment Proposition Reporting Manager role at Phoenix Group
Location and Flexible Working
Edinburgh. 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. You can read more about Phoenix Flex here
Job Details
Job Type: Permanent
Closing Date: 27th October
Salary and Benefits: Up to £50,000 dependent upon experience plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more
Recruiter: Douglas Smith
About Phoenix Group
We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, a long‑term savings and retirement business with market‑leading brands Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050.
The Role
You will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting, supporting our ambition to deliver high quality, customer focused fund and solution communications.
You will be responsible for the collaborative process of design and refinement of ideas with stakeholders by proactively gathering insight to feed into the design process around how customers, clients and stakeholders think and feel about our investment related content, represent projects/activities and provide technical consultancy, guidance to others and apply knowledge and judgement in making recommendations.
You will develop and manage relationships with internal and external customers, suppliers and stakeholders at all levels, providing support and technical guidance to ensure successful delivery of objectives while presenting complex technical information in a clear, understandable, and persuasive way to a variety of audiences including senior staff and cross‑divisional/external stakeholders.
What We’re Looking For
- Proven experience of implementing investment reporting as part of one or multiple change projects within a Pension & Savings or an Investment company
- Excellent communication skills, with the ability to convey complex information, ideas and plans to senior stakeholders, constructively challenge existing processes, and elevate issues where appropriate
- Challenge and question the status quo in an effective manner and elevate any conflicts
- Strong interpersonal, networking, planning, and organisational skills to manage diverse stakeholder relationships and deliver activities effectively
We Value Diversity
We are committed to ensuring that everyone feels accepted and welcome. 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 the role and our recruitment process: Guide for Candidates
Contact our Careers team: Talk to us
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Project Management and Product Management
#J-18808-Ljbffr
Investment Proposition Reporting Manager employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Proposition Reporting Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Phoenix Group. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by practising your storytelling skills. You want to convey your experience in a way that resonates with the hiring team and shows how you can enhance their customer experience.
✨Tip Number 3
Showcase your communication skills during the interview. Be ready to explain complex investment concepts in simple terms, just like you would in your future role as an Investment Proposition Reporting Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Investment Proposition Reporting Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Proposition Reporting Manager role. Highlight your relevant experience in investment reporting and how it aligns with what Phoenix Group is looking for. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role involves conveying complex information clearly, use your application to demonstrate your communication prowess. Share examples of how you've successfully communicated intricate ideas to various stakeholders. We love seeing those skills in action!
Be Authentic: Don’t be afraid to let your personality shine through in your application. We appreciate authenticity and want to know who you are beyond your qualifications. Share your passion for transforming investment information and how you can contribute to enhancing customer experience at Phoenix Group.
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 Numbers
As an Investment Proposition Reporting Manager, you'll need to be comfortable with data. Brush up on key financial metrics and reporting standards relevant to the role. Be ready to discuss how you've used data to drive decisions in past projects.
✨Master the Art of Communication
This role requires excellent communication skills, so practice explaining complex investment concepts in simple terms. Consider preparing a few examples where you successfully conveyed intricate information to stakeholders, showcasing your ability to engage diverse audiences.
✨Showcase Your Stakeholder Management Skills
You'll be managing relationships with various stakeholders, so think of specific instances where you've navigated challenging dynamics. Prepare to discuss how you’ve built rapport and resolved conflicts while ensuring project objectives were met.
✨Challenge the Status Quo
Phoenix Group values innovation, so come prepared with ideas on how to improve existing processes. Think about times when you’ve constructively challenged the norm and how that led to positive outcomes. This will demonstrate your proactive mindset and alignment with their values.
