Phoenix Group
Phoenix Group
5,001 – 10,000 Employees
FinanceHealthcare InsuranceInsurance
Phoenix Group is a UK-based financial services company focused on long-term savings and retirement, with expertise in closed-book pensions and life insurance. It manages established portfolios that are no longer open to new customers while continuing to serve policyholders through open businesses including Standard Life and SunLife. Its customer brands also include Phoenix Life and ReAssure. Phoenix Group’s teams work across offices throughout the UK, with additional operations in Dublin and Frankfurt, supporting customers, colleagues, and communities across its finance and insurance businesses.

Senior Quality Control Consultant, Financial Advice

Monitor the quality of regulated financial advice at Standard Life, a retirement savings and income specialist. Assess customer outcomes, customer experience, conduct risk and compliance.

Description

  • Oversee quality monitoring across the Advice business
  • Review calls and process outputs
  • Assess quality with a focus on customer outcomes and experience
  • Apply the Quality Framework when conducting assessments

Requirements

  • Substantial experience as a Senior Advice Quality Consultant, with a strong financial services background
  • Practical understanding of risk management and regulatory requirements
  • Knowledge of life and pensions is preferred
  • Experience in an Advice Quality Control setting is an advantage
  • Expert understanding of the regulated Advice landscape
  • Relevant experience in Quality Control and/or Financial Advice
  • Ability to balance customer outcomes, customer experience, conduct risk and commercial considerations
  • A Level 4 Financial Planning qualification or equivalent diploma is essential

Benefits

  • Indicative bonus of 16% to 32%
  • Private medical cover
  • 38 days of annual leave
  • Pension plan
  • Life assurance worth 12 times salary
  • Career breaks
  • Income protection
  • Three volunteering days
  • Part-time, job-share and other flexible working options

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