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For Companies At a Glance
- Tasks: Transform complex investment info into clear, engaging reports for customers.
- Company: Join Phoenix Group, a leading FTSE 100 savings and retirement 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 enhance communication in finance.
- Qualifications: Experience in investment reporting and excellent communication skills required.
- Other info: Flexible working options available; we value diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
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. You can read more about Phoenix Flex here.
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
We have an incredible opportunity to join us here at Phoenix Group an Investment Proposition Reporting Manager in our Product Communications and Reporting Department in Pensions and Savings.
Who are we?
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. We offer a range of products across our 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 tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
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 our customers, clients and stakeholders think and feel about our investment related content along with being able to represent projects/activities and provide technical consultancy, providing 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 along with assimilating complex and detailed technical information to present 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 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
Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us
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Investment Proposition Reporting Manager employer: Phoenix
Contact Detail:
Phoenix 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 current employees at Phoenix Group on LinkedIn or through our website. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding our mission and values. Show us how your experience aligns with our goals, especially around enhancing customer experience and transforming complex information.
✨Tip Number 3
Practice your communication skills! You’ll need to convey complex ideas clearly, so consider doing mock interviews with friends or using online resources to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re reviewing applications as they come in, so the sooner, the better!
We think you need these skills to ace Investment Proposition Reporting Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Proposition Reporting Manager role. Highlight your experience in investment reporting and any relevant projects you've worked on. 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 explain why you're passionate about this role and how you can contribute to our mission at Phoenix Group. Keep it engaging and make it personal – we love hearing your story!
Showcase Your Communication Skills: Since this role involves conveying complex information, be sure to demonstrate your communication skills in your application. Use clear and concise language, and if possible, provide examples of how you've successfully communicated with stakeholders in the past.
Apply Through Our Website: We encourage you to apply through our website for the best experience. It’s straightforward and ensures your application gets to the right people. 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
✨Know Your Numbers
As an Investment Proposition Reporting Manager, you'll need to be comfortable with complex investment data. Brush up on key metrics and reporting standards relevant to pensions and savings. Be ready to discuss how you've transformed data into clear reports in your previous roles.
✨Master the Art of Communication
This role requires excellent communication skills, especially when conveying complex information to senior stakeholders. Prepare examples of how you've successfully communicated intricate ideas in the past, and think about how you can simplify complex concepts for different audiences.
✨Showcase Your Stakeholder Management Skills
You'll be managing diverse relationships, so come prepared with examples of how you've navigated stakeholder dynamics. Think about times when you've had to challenge the status quo or resolve conflicts, and be ready to share those stories.
✨Embrace Flexibility
With flexible working options available, be open about what balance means to you. Consider how you can align your personal needs with the company's objectives. This shows that you're not only focused on your own needs but also committed to the team's success.
