Teams at Phoenix Innovations LLC

Lead a specialist BPA data team to manage end-to-end pension scheme data for buy-in/buy-out transitions. Ensure data accuracy, validation, reconciliations, benefit specification oversight, governance, regulatory compliance, stakeholder integration, third-party data management, and drive automation and continuous improvement to support successful scheme migrations.

Lead and grow a team of up to 12 financial advisers delivering retirement and investment advice. Drive customer experience, regulatory compliance, training and competence, risk management, and cross-divisional stakeholder engagement to meet commercial and performance targets.

Provide professional hybrid financial advice by telephone on retirement, savings and investment products. Complete fact-finds, formulate need-based recommendations, prepare suitability reports, retain and grow client assets, meet Training & Competence requirements, and contribute to retail direct growth through client relationship building and internal referrals.