Advice Manager

Job Type:  Permanent

Location: Hybrid - Edinburgh

Flexible working: All of 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.

Closing Date: 27th May

Salary and benefits: From £70,000, plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest 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 a key member of the Standard Life Advice and Guidance Leadership Team,  you would  lead the successful development and growth of a team of Standard Life Advisers, delivering innovative, modern, high quality advice propositions for customers. Utilising your technical expertise and strong leadership skills you will inspire confidence in our colleague and customer’s future. You will lead a team to provide professional financial advice on retirement solutions and investment propositions.

Your role is to lead and develop a team to drive improved customer experience, advocacy and satisfaction underpinned by a robust risk, training and competence framework.

What are we looking for?

You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs.  You will have a high level of technical pension knowledge qualified with a minimum of CII Diploma Level 4. (essential, without this we will be unable to consider your application)

Lead, coach and develop a team of up to 12 Advisers,  to enable delivery  against key performance indicators, commercial, stakeholder and regulatory requirements.

Meet the requirements of the Training and Competence Scheme Framework; recruiting, training and developing and maintaining the competence of advisers, as well as supporting attainment of competent adviser status and good customer outcomes.

Develop and manage cross-divisional internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers.

Adhere to regulatory, legislative and business requirements using the Risk and People Management Framework to manage risk to investors and the company’s reputation.

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.

Find out more about #LifeAtPhoenix

Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

Senior Managers Certification Regime (SMCR)

This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to:

PRA Individual Conduct Standards

FCA Senior Individual Conduct Rules

Further information on the Senior Managers & Certification Regime can be found on the FCA website.

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