Investment Solutions Analyst

Phoenix Group; City of Edinburgh; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading financial organization is seeking an Investment Solutions Analyst to enhance customer experience through clear investment reporting. The role involves leading development of materials and ensuring alignment with business objectives. Strong knowledge of investments and effective communication skills are essential. Salary up to £40,000 plus benefits. Hybrid working options available.

Benefits

Up to £40,000 salary

8% bonus

Private medical cover

38 days annual leave

Excellent pension

Income protection

3x volunteering days

Qualifications

• Knowledge of investments and investment propositions for the UK pensions industry.
• Practical experience in customer facing investment reporting.
• Ability to communicate information clearly to stakeholders.

Responsibilities

• Transform complex investment information into accessible reporting.
• Lead development of new investment reporting materials.
• Deliver customer-facing investment materials like fund factsheets and performance reports.

Skills

Strong knowledge of investments

Effective communication

Relationship building

Understanding of Behavioural Science

Job description

Location and flexible working: Edinburgh. 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.

Job Type: Permanent

Closing Date: 12th August

Salary and benefits: Up to £40,000 dependent upon experience plus 8% bonus up to 16%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, income protection, 3x volunteering days and much more

Recruiter: Douglas Smith

We have an incredible opportunity to join us here at Phoenix Group as a an Investment Solutions Analyst within our Pension and Savings Division.

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 part of the Product Communications and Reporting team, you will play a key role in enhancing the customer experience by transforming complex investment information into clear, engaging, and accessible reporting. You will be supporting our ambition to deliver high quality, customer focused fund and solution communications.

You will lead the development of new investment reporting and enhance existing reporting, including both small scale updates and larger regulatory or propositional change initiatives as well as supporting the implementation of reporting changes, ensuring accuracy, consistency, and alignment with business objectives.

You will deliver a suite of customer facing investment materials such as fund factsheets, infographics, and performance reports, ensuring they are fit for purpose and meet customer needs

What We’re Looking For

• Strong knowledge of investments and investment propositions for the UK pensions industry
• Practical experience of creation and change of customer facing investment reporting
• Ability to clearly and effectively communicate information, ideas and plans to stakeholders
• Excellent relationship building skills with the ability to collaborate with stakeholders both internally and externally and at all levels of the organisation
• Ideally understand the application of Behavioural Science when creating investment reporting

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.

We’re reviewing applications as they come in, so apply early to avoid missing out.

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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