At a Glance
- Tasks: Create engaging investment reports and enhance customer experience through clear communication.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Earn up to £40,000 plus bonuses, private medical cover, and 38 days annual leave.
- Other info: Inclusive culture that values diverse backgrounds and offers great career growth.
- Why this job: Make a real impact in the pensions industry while enjoying flexible working options.
- Qualifications: Knowledge of UK pensions, strong Excel skills, and excellent communication abilities.
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 balance this with business requirements during the recruitment process.
Closing Date: 5th June
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, 12× salary life assurance, income protection, 3× 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’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. You will play a role in enhancing the customer experience by transforming investment information into clear, engaging, and accessible reporting, while supporting our ambition to deliver high‑quality, customer‑focused fund and solution communications. You’ll be involved in the development of new investment reporting and changes to existing reporting, as well as supporting the implementation of reporting changes to ensure accuracy, consistency, and alignment with business objectives. You will also be responsible for carrying out investigations and providing technical support to other business areas.
What We’re Looking For:
- Knowledge of investments and investment propositions for the UK pensions industry
- Experience of creating and changing investment reporting
- Ability to clearly and effectively communicate information, ideas and plans to stakeholders
- Strong 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 are committed to ensuring that everyone feels accepted and welcome, and we strive for inclusion 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.
Investment Proposition Reporting Consultant in Edinburgh employer: Standard Life (previously Phoenix Group)
Standard Life is an exceptional employer that prioritises flexibility and work-life balance, offering roles in Edinburgh with options for part-time and job-share arrangements. 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 within a supportive and inclusive culture. Join us to make a meaningful impact in the pensions industry while enjoying a rewarding career that values your contributions and personal journey.
Contact Details:
Standard Life (previously Phoenix Group) Recruitment Team
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 people 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 why you're the perfect fit for the Investment Proposition Reporting Consultant role. Highlight your experience with investment reporting and your ability to communicate effectively with stakeholders.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. 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 CV:Make sure your CV speaks directly to the role of Investment Proposition Reporting Consultant. Highlight your experience with investment reporting and any relevant skills that match what we’re looking for. A tailored CV shows us you’re serious about the position!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about the role and how your background aligns with our mission at Standard Life. Keep it engaging and personal – we want to get to know you!
Showcase Your Skills:Don’t forget to highlight your Excel proficiency and relationship-building skills in your application. We love seeing examples of how you’ve effectively communicated complex information or collaborated with stakeholders in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Standard Life (previously Phoenix Group)
✨Know Your Numbers
Make sure you brush up on your knowledge of investments and the UK pensions industry. Be prepared to discuss specific examples of investment reporting you've worked on, as this will show your expertise and understanding of the role.
✨Communicate Clearly
Since the role involves transforming complex information into accessible reports, practice explaining your past projects in a straightforward manner. Use clear language and avoid jargon to demonstrate your ability to communicate effectively with stakeholders.
✨Build Relationships
Highlight your relationship-building skills during the interview. Think of examples where you've collaborated with different teams or stakeholders, and be ready to discuss how you can foster connections within the company.
✨Excel at Excel
As proficiency in Excel is crucial for this role, be prepared to showcase your skills. You might be asked about specific functions or how you've used Excel for data presentation in the past, so have some examples ready to go.
