Financial Adviser bei Phoenix Group

Job Type: Permanent 

Location: Any of our locations with Hybrid working 

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: 30th September 

Salary and benefits: From £48k- £67k, 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 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  

As a key member of the Standard Life Advice and Guidance Team,  you would  develop new and existing business for Standard Life Financial Advice Service Ltd, by providing professional hybrid  advice over the telephone.  Utilising your technical expertise and strong communication skills, you will inspire confidence in our client’s future. You will provide professional financial advice on retirement solutions and investment propositions, whilst being  responsible for retaining customers and growing assets.

What are we looking for?

To take responsibility for the achievement of our retail direct growth objectives and contribute to the delivery of the company strategy. In addition, contribute ideas and initiatives to the business to generate revenue.

To provide detailed need and objective based advice on savings, retirement, and investment products.

 Manage and support our clients over the telephone to complete a fact find, formulate need and objective based advice, and prepare suitability reports to deliver quality advice and good customer outcomes.

Develop and manage internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers.

Meet the requirements of the Training and Competence Scheme Framework, in order to ensure best practice is followed and maximise contribution to the business. Maintain and continually develop skills and knowledge of financial services & market trends, to ensure that changing needs of Clients are met.

You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs. 

Commercial approach with outstanding organisational skills and the ability to manage self to deliver results, whilst ensuring continued service excellence.

 Regulatory Qualifications required;

• Diploma in Financial Planning or Diploma in Regulated Financial Planning

• Relevant CPD records

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 

Senior Managers Certification Regime (SMCR)

This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to:

• PRA Individual Conduct Standards

• FCA Senior Individual Conduct Rules

Further information on the Senior Managers & Certification Regime can be found on the FCA website.

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