Advice Quality Control Consultant

Phoenix Group

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

Only considering candidates eligible to work in Edinburgh, UK ⚠️

Job Type: Permanent

Location:  Hybrid - Edinburgh offices with time spent working in the office and at home.

Flexible working: 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.

Closing Date: 13/12/2024

Salary and benefits: £50,000 - £52,000 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

We’re looking for an experienced Senior Advice Quality Consultant with a strong background in financial services, who is customer and colleague focused, combined with a practical knowledge of risk management and regulatory requirements, ideally with life and pensions knowledge. Previous experience in an Advice Quality Control environment would be an advantage.

As a Senior Advice Quality Control Consultant, you will be accountable for the delivery of quality monitoring across our Advice business area (i.e., call monitoring and process outputs etc.).  Quality assessments will focus on both customer outcomes and experience and will be undertaken in accordance with our Quality Framework.

What are we looking for?

  • Expert knowledge of regulated Advice landscape
  • Relevant experience in a Quality Control and/or Financial Advice
  • Ability to successfully strike balance between ensuring good customer outcomes, customer experience, conduct risk and commerciality.
  • Minimum Level 4 qualified in Financial Planning or Diploma equivalent

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

#LI-MF1

Phoenix Groupthephoenixgroup.com

The UK's largest long-term savings and retirement business.

Working Week

Flexible working is a core part of our employee offering and it's advertised as standard on all our job adverts, including being open to part-time (e.g. 4 day week @ 80% salary)

  • Mon
  • Tue
  • Wed
  • Thu
  • 🏖️
    Fri

Our Vacation Policy

We offer 38 days annual leave including bank holidays, with the option to buy 5 additional days.

  • 38 days PTO
  • 52 unpaid Fridays
  • 90 days off per year

Remote Working Policy

We offer hybrid work with options to work from various UK offices.

Company Benefits

  • Health insurance
  • 401(k) company contribution
  • Transparent Salaries
  • Generous parental leave
  • Dentalcare
  • Equipment allowance
  • Life & Disability Insurance
  • Professional Development Budget
  • Mental Health Support

Desirable Skills and Experience

  • Regulated Advice
  • Quality Control
  • Customer Experience
  • Conduct Risk
  • Financial Planning

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