With-Profits Senior Analyst

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 Wythall or Edinburgh, UK ⚠️

Job Type:  Permanent

Location: This hybrid role can be based in any of the Phoenix offices, noting the team’s main presence is in Wythall and 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.

Salary and benefits: £55,000 to £70,000 plus 10% up to 32% bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Closing Date: 30th June 2024

We have an incredible opportunity to join us here at Phoenix Group as a With-Profits Senior Analyst to join our With-Profits Communications and Governance team.

Who are we?

We want to be the best place that any of our 7,800 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 business 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 member of a small team of with-profits specialists you will help maintain and provide oversight to all types of with-profits communications. You will also be part of the team that maintains the Principles and Practices of Financial Management documents, which is a vital regulatory requirement. You will provide support on with-profits topics to colleagues across the business including projects, customer queries and providing specialist training.

The team maintain and provide specialist oversight for with-profits communications, maintain the key regulatory documents governing the operation of the with-profits funds, report on the company’s compliance with them and support colleagues across the whole business on with-profits issues.

This role provides an opportunity to apply judgement to navigate a path to fair, clear and not misleading communication.

What are we looking for?

You will ideally have with-profits experience and be motivated to work as part of a highly collaborative team to deliver high quality support on with-profits topics. You’ll be looking across all Phoenix’s 21 with-profits funds with circa £50bn of assets.

Excellent communication skills mean you will work effectively with a technical actuarial audience and be able to simplify the communications of technical issues to a non-technical audience, particularly our customers.

With a clear focus on delivery you will contribute across a variety of business as usual and project tasks ensuring that our communications are engaging, and help customers make the right decisions. In addition you will balance business demand, issues and risks by applying sound judgement in complex scenarios, often where there isn’t an obvious answer.

 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

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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

Our Team

We're a team of 8.2k across 19 departments:

  • business development
    123
  • finance
    105
  • consulting
    76
  • operations
    72
  • human resources
    58
  • engineering
    51
  • information technology
    50
  • accounting
    38
  • media and commmunication
    27
  • data science
    27
  • support
    22
  • +8 more teams

Desirable Skills and Experience

  • With-profits experience
  • Communication skills
  • Regulatory knowledge
  • Customer support
  • Project management
  • Risk management

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