Lead Finance Business Partner

Job Type: Permanent

Location: The role could be based in any of our UK offices (London, Birmingham, Telford or Edinburgh) with time spent working in the office and at home

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: 14th July 2025 (23:59)

Salary and benefits: £60,000 - £80,000 (depending on experience) 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

We are currently recruiting for a Lead Finance Business Partner to join our retirement solutions and asset management expenses team which forms part of our wider Group FP&A team.

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

Lead Finance Business Partner role is a strategic role that acts as a bridge between the finance function and other business units, providing financial expertise and insights to support decision-making and drive performance. Providing end-to-end expenses management, integrating BAU and Project expense partnering including responsibilities for project benefit realisation and setting and understanding cost allocation drivers. Support management of stakeholders across commercial, financial and actuarial teams to drive visibility of allocations of costs across BUs, entities, and by activity and the implications on business KPIs.

What are we looking for?

We are looking for candidates who can demonstrate experience of

• Business partnering within a complex, dynamic environment
• Challenging ExCo -1 stakeholders (and their teams) on business performance against targets
• Ability to manage competing deliverables whether across change and BAU, different stakeholder requirements, time constraints or other
• Understanding the inter-plays between change and BAU, such as project recharge/benefit tracking and ensuring interlock on both sides
• supporting delivery of the cost allocation processes and reporting throughout Phoenix.
• Support management of stakeholders across commercial, financial and actuarial teams to drive visibility of allocations of costs across BUs, entities, and by activity and the implications on business KPIs.
• Driving collaboration, proactive engagement in reducing inefficiencies and looking for improved ways of working

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.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

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

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