Non-Advice Consultant

Job Type: Permanent

Location: We want to set you up for success, and the majority of out training will be office based in our Edinburgh office for the first 4-6 months, with some flexibility. At the end of the training and initial go live period this will move to one day per week in the office or more if you wish which will be mutually discussed and agreed with your manager.

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

Salary and benefits: From £40k, 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

We are currently looking to recruit a team of Non Advice Consultants to join our Telephony Guidance area.  This is a fantastic opportunity for people who enjoy building rapport and putting customers at the heart of what they do.  If you have a burning desire to help customers put in place the plans they need to have the future they dream of then we would love to hear from you.  As a Customer Consultant in our Telephony Guidance team, you will provide an informed choice to our customers regarding saving for their future over the telephone.

What are we looking for?

Chartered Insurance Institute R01 & RO4 or Diploma in Financial Planning or equivalent exams via alternative body such as CISI or LIBF. (Essential, if you do not have this, we will be unable to proceed)

Proven track record of delivering exceptional customer service in pension industry on a direct to customer basis with a passion to help customers achieve their financial goals, delivering good customer outcomes in a relevant and customer focussed way

Significant experience of conducting customer focused conversations, using effective questioning and listening skills to build rapport and providing guidance or product based support, assisting them to achieving their goals over the telephone.

Skilled at adapting communication techniques to support diverse customer groups including customer vulnerability

Familiar with the expectations surrounding personal development and record keeping in a training and competence framework setting

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