Workplace Onboarding Specialist

Job Type: Permanent

Location: 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.

Salary: Circa £28,000 dependent upon experience, plus 8% bonus up to 16%, 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: 19 March

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

You will onboard large Workplace Pension schemes onto our platform, providing the best service possible and ensuring that all new schemes are established accurately, reflecting the client's requirements.  You will also be responsible for inbound and outbound contact from customers or intermediaries ensuring the best possible customer experience.

You will play a key role in the successful implementation of new schemes, with responsibility for establishing scheme on our platform, delivery of client requirements, stakeholder management and building strong relationships with new clients.

What We’re Looking For

• Financial services knowledge, preferably in workplace pensions along with experience of working with external financial advisers and clients
• Great communication skills, being able listen and understand what is being asked and being able to deliver the answer both verbally and written
• Be able to organise, multi-task and work under pressure to meet tight deadlines in a team environment to explain

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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