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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 retirement and savings business.
- Benefits: Enjoy flexible working, up to £40,000 salary, 38 days leave, and private medical cover.
- Why this job: Make a real impact on customer experience while working in a supportive culture.
- Qualifications: Strong knowledge of UK pensions and investment reporting; excellent communication skills required.
- Other info: Open to diverse backgrounds; adjustments available during recruitment.
The predicted salary is between 28800 - 48000 £ 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: 12th August
Salary and benefits: Up to £40,000 dependent upon experience plus 8% bonus up to 16%, 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 as a an Investment Solutions Analyst within our Pension and Savings Division.
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re Phoenix Group, we’re 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 that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role
As part of the Product Communications and Reporting team, you will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting. You will be supporting our ambition to deliver high quality, customer focused fund and solution communications.
You will lead the development of new investment reporting and enhance existing reporting, including both small scale updates and larger regulatory or propositional change initiatives as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives.
You will deliver a suite of customer facing investment materials such as fund factsheets, infographics, and performance reports, ensuring they are fit for purpose and meet customer needs
What We’re Looking For
- 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 both internally and externally and at all levels of the organisation
- Ideally understand the application of Behavioural Science when creating investment reporting
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 Solutions Analyst employer: Starr Underwriting
Contact Detail:
Starr Underwriting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Solutions Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in the UK pensions industry. Understanding current market dynamics and regulatory changes will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in pension communications. Engaging with industry experts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've transformed complex information into clear, engaging reports. Having concrete examples ready will showcase your skills and experience effectively during the interview.
✨Tip Number 4
Research Phoenix Group's values and recent initiatives, particularly around sustainability and customer experience. Tailoring your conversation to align with their mission will show that you're genuinely interested in being part of their team.
We think you need these skills to ace Investment Solutions Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Investment Solutions Analyst. Familiarise yourself with the key skills required, such as knowledge of investments and the UK pensions industry.
Tailor Your CV: Customise your CV to highlight relevant experience in investment reporting and communication. Use specific examples that demonstrate your ability to transform complex information into clear, engaging reports.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with Phoenix Group's mission and values, and express your enthusiasm for contributing to their customer-focused initiatives.
Highlight Relationship-Building Skills: In your application, emphasise your relationship-building skills. Provide examples of how you've successfully collaborated with stakeholders at various levels, as this is crucial for the role.
How to prepare for a job interview at Starr Underwriting
✨Know Your Investments
Make sure you have a strong understanding of investments and investment propositions, especially within the UK pensions industry. Be prepared to discuss recent trends and how they might impact reporting.
✨Showcase Your Communication Skills
Since the role involves transforming complex information into clear reports, practice explaining intricate concepts in simple terms. Use examples from your past experience to demonstrate your ability to communicate effectively with stakeholders.
✨Build Rapport
Excellent relationship-building skills are crucial for this position. During the interview, engage with your interviewers, ask questions, and show genuine interest in their roles and experiences within the company.
✨Understand Behavioural Science
If you have knowledge of behavioural science and its application in investment reporting, be sure to highlight this. Discuss how it can enhance customer engagement and improve the effectiveness of communication materials.
