Relationship Support Consultant (Intermediary)

Phoenix; City of Edinburgh; Hybrid; GBP 34,000 - 45,000; Full time

Job summary

An established industry player is seeking a Relationship Support Consultant to enhance their Intermediated trading channels. This role involves collaborating with Business Development Managers and providing essential support to Financial Advisers across various channels. The ideal candidate will demonstrate a strong understanding of financial advice and the ability to leverage data for driving distribution success. Join a forward-thinking team committed to diversity, inclusion, and making a positive impact in the financial sector.

Benefits

Private medical cover

38 days annual leave

Excellent pension

12x salary life assurance

Career breaks

Income protection

3x volunteering days

Qualifications

• Strong knowledge of financial advice and distribution channels.
• Proven ability to use data for driving distribution activities.

Responsibilities

• Support distribution colleagues in achieving Net Fund Flow targets.
• Identify lead generation and commercial opportunities.

Skills

Knowledge of intermediated financial advice

Experience using data and insights

Experience working with CRM platforms

Education

RO1 certification

RO4 certification

Job description

Job Description

Job Type: Permanent

Location: This role will be hybrid, with time spent working in the Edinburgh office and at home.

Flexible working: All of our roles are open to part-time, job-share, and other flexible arrangements. We will discuss your preferences and business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing Date: 16th May

Salary and benefits: From £34k, 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 more.

Who are we?

We aim to be the best place any of our 6,600 colleagues have ever worked. We’re the UK’s largest long-term savings and retirement business, offering 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. As a FTSE 100 organisation, we are committed to key issues such as transitioning our portfolio to net zero by 2050.

The role

Retail Intermediary Distribution Support is seeking a Relationship Support Consultant to support the development of our Intermediated trading channels. The role involves working within a regional distribution hub alongside Business Development Managers and Telephone Account Managers, providing technical and operational support to Financial Advisers across our Retail and Private Client intermediary channels.

Key responsibilities include:

1. Supporting distribution colleagues in achieving Net Fund Flow targets for Standard Life and Phoenix Group products.
2. Identifying and prioritising lead generation and commercial opportunities using metrics like CRM and trading data.
3. Building strong relationships with internal and external stakeholders to advocate for our products within the intermediary advice market.
4. Providing technical and operational support on Standard Life products and propositions to key individuals across the intermediary advice spectrum.

What are we looking for?

• Knowledge of intermediated financial advice and intermediary distribution.
• Experience using data and insights to drive distribution activity.
• Experience working with CRM platforms.
• Attained or committed to attaining RO1 and RO4 certifications.

We want to hire the whole version of you. We are committed to diversity and inclusion. If your experience differs from the above but you believe you can bring value to the role, we’d love to hear from you.

If you need adjustments during the recruitment process, please let us know so we can support you.

Find out more:

• Candidate guide: thephoenixgroup.pagetiger.com/guideforcandidates

Get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us