Senior Technical Engagement Manager

Starr Underwriting; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services provider in the UK is seeking an experienced professional to engage with financial advisers and deliver insights on pensions, tax, and trusts. This hybrid role involves building relationships with key stakeholders across the country and providing training sessions. The ideal candidate will hold relevant professional qualifications and have a deep understanding of the regulatory landscape. A competitive salary and benefits package is offered.

Benefits

Private medical cover

38 days annual leave

Excellent pension

Volunteering days

Qualifications

• Proven ability to present complex information to financial advisers.
• Experience in developing and delivering training sessions.
• Capable of building relationships with key decision-makers.

Responsibilities

• Lead external engagement with financial advisers.
• Provide guidance on pensions and regulatory affairs.
• Collaborate with internal teams on content creation.

Skills

Technical knowledge of pensions

Understanding of tax and trusts

Presentation skills

Stakeholder engagement

Education

Chartered Financial Planner (CFP)

Chartered Tax Adviser (CTA)

Job description

Job Description

Job Type: Permanent

Location: This will be a hybrid role, with a requirement to travel around the UK.

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: 20th August

Salary and benefits: From £80k plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

The role

We’re looking for an experienced financial services professional with outstanding technical knowledge to join our growing Standard Life Retail Intermediary business.

The successful candidate will play a key role in positioning Standard Life as a trusted partner and thought leader in the UK intermediary market through the delivery of innovative insightful content

This individual will lead on our external technical engagement with financial advisers, providing in-depth knowledge and guidance to Standard Life’s intermediary partners on pensions, tax, trusts and regulatory affairs. They will work closely with our Business Development team, visiting target firms around the UK to build relationships with key influencers and decision makers, as well as representing Standard Life at external events, helping the business achieve its growth ambitions.

What are we looking for?

• Excellent technical knowledge of pensions, tax, trusts and regulatory affairs, with the ability to apply this knowledge to a financial adviser’s business and deliver valuable insights and opportunities.
• Experience at confidently presenting complex technical information to financial advisers at seminars, team meetings, and other events across the UK, varying the approach to suit the different audiences.
• Develop and deliver engaging presentations and training sessions, both internally and externally, working closely with internal stakeholders such as Marketing, Proposition and our existing TechVoice team on the creation of new and relevant content.
• Build relationships with influencers and decision makers at target firms, generating new business leads through the technical support provided.
• Play a key role in the Retail Intermediary trading channel achieving its growth ambitions and increasing its share in target markets.
• Professional qualifications such as Chartered Financial Planner (CFP), Chartered Tax Adviser (CTA), or equivalent.
  
  

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

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us