At a Glance
- Tasks: Transform complex investment data into engaging reports and support customer-focused communications.
- Company: Join a leading firm in the Pensions and Savings sector with a flexible work culture.
- Benefits: Earn up to £40,000 plus bonuses, private medical cover, and 38 days annual leave.
- Other info: Flexible working options available, fostering a balanced work-life environment.
- Why this job: Make a real impact by creating clear investment reports that help customers understand their options.
- Qualifications: Strong knowledge of UK pensions and experience in customer-facing investment reporting.
The predicted salary is between 40000 - 40000 £ per year.
Overview of the Investment Proposition Reporting Consultant role within the Product Communications and Reporting Department in Pensions and Savings.
Job Details:
- Job Type: Permanent
- Location: 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.
- 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, pension, life assurance, income protection, volunteering days.
Responsibilities:
- Transform complex investment information into clear, engaging, and accessible reporting to support high quality, customer focused fund and solution communications.
- Produce fund fact sheets, infographics, performance reporting and other external facing information, ensuring fit for purpose and meeting customer needs.
- Develop new investment reporting and changes to existing reporting, including small updates and larger regulatory or propositional change initiatives; support the implementation of reporting changes with accuracy and alignment to business objectives.
- Carry out investigations and provide technical support to other business areas.
Qualifications:
- 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 internally and externally at all levels.
- Proficient with Excel, including spreadsheet creation, calculations, and clear data presentation.
Investment Proposition Reporting Consultant in Edinburgh employer: Standard Life plc
As an Investment Proposition Reporting Consultant in our Edinburgh office, you will join a dynamic team that values flexibility and work-life balance, offering part-time and job-share options. Our inclusive work culture fosters professional growth through continuous learning opportunities, while our competitive benefits package, including generous annual leave and private medical cover, ensures you are well-supported both personally and professionally.
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 investment sector, especially those who work in reporting or communications. A casual chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, bring examples of your work. Whether it’s a fund fact sheet or an infographic, having tangible proof of your abilities can really set you apart.
✨Tip Number 3
Tailor your approach! Research the company and its values before interviews. This way, you can align your experience with their needs, showing them you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. Plus, it gives you a better chance to stand out!
We think you need these skills to ace Investment Proposition Reporting Consultant in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Investment Proposition Reporting Consultant role. Highlight your experience with investment reporting and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 your background aligns with our needs. Keep it engaging and personal – we love getting to know the real you!
Showcase Your Communication Skills:Since this role involves transforming complex information into clear reports, make sure your application reflects your ability to communicate effectively. Use clear language and structure in your CV and cover letter to demonstrate your skills.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates. Plus, it’s super easy – just follow the prompts and you’re good to go!
How to prepare for a job interview at Standard Life plc
✨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 communicate effectively about complex topics.
✨Showcase Your Reporting Skills
Bring examples of your previous work in creating customer-facing investment reports. Whether it's fund fact sheets or performance reporting, having tangible examples will help demonstrate your practical experience and ability to transform complex information into clear, engaging formats.
✨Prepare for Stakeholder Scenarios
Think about past experiences where you've had to collaborate with stakeholders. Be ready to share specific examples of how you built relationships and communicated effectively. This will highlight your interpersonal skills and ability to work across different levels within a company.
✨Excel is Key
Since proficiency in Excel is crucial for this role, be prepared to discuss your experience with spreadsheet creation and data presentation. You might even want to practice some common Excel tasks beforehand, so you can confidently showcase your skills during the interview.
