Investment Proposition Reporting Consultant

Investment Proposition Reporting Consultant

Full-Time 40000 - 40000 £ / year (est.) Home office (partial)
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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 encourages curiosity and collaboration.
  • 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.

The role involves 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 employer: Standard Life (previously Phoenix Group)

Standard Life is an exceptional employer located in Edinburgh, offering a supportive and flexible work environment that prioritises employee well-being and growth. With generous benefits including up to 38 days of annual leave, private medical cover, and opportunities for volunteering, we foster a culture of curiosity and accountability, empowering our team to excel in their roles while making a meaningful impact on customers' financial futures.

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Contact Details:

Standard Life (previously Phoenix Group) Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Proposition Reporting Consultant

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 seen. Plus, it shows you’re serious about joining our team at Standard Life.

We think you need these skills to ace Investment Proposition Reporting Consultant

Knowledge of investments
Investment propositions for the UK pensions industry
Experience of creating investment reporting
Experience of changing investment reporting
Effective communication skills
Strong relationship-building skills
Collaboration with stakeholders

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’re keen on candidates who can communicate effectively and collaborate well, so give us examples of how you’ve done this 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 shows you’re tech-savvy!

How to prepare for a job interview at Standard Life (previously Phoenix Group)

Know Your Numbers

As an Investment Proposition Reporting Consultant, you'll need to be comfortable with data. Brush up on your Excel skills and be ready to discuss how you've used data to create reports or presentations in the past. Be prepared to share specific examples of how your analytical skills have made a difference.

Understand the Industry

Familiarise yourself with the UK pensions industry and current trends. Research Standard Life’s approach to retirement savings and think about how you can contribute to their mission. Showing that you understand the landscape will impress your interviewers and demonstrate your genuine interest in the role.

Communicate Clearly

This role requires effective communication with various stakeholders. Practice explaining complex investment concepts in simple terms. During the interview, focus on clarity and conciseness in your responses, and don’t hesitate to ask for clarification if you don’t understand a question.

Build Relationships

Highlight your relationship-building skills during the interview. Think of examples where you've successfully collaborated with others, whether internally or externally. Emphasise your ability to connect with different levels of an organisation, as this is crucial for the role.