Job Type: Permanent
Location: Working remotely with quarterly team meetings in Edinburgh.
Flexible working: All 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 flexible working here.
Closing Date: 10th July
Salary and benefits: From £45,700 to £67k, plus and indicative bonus range of 16%-32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we?
We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role
As a key member of the Standard Life Advice and Guidance Team, you would develop new and existing business for Standard Life Financial Advice Service Ltd, by providing professional hybrid advice over the telephone. Utilising your technical expertise and strong communication skills, you will inspire confidence in our client’s future. You will provide professional financial advice on retirement solutions and investment propositions, whilst being responsible for retaining customers and growing assets.
What are we looking for?
To take responsibility for the achievement of our retail direct growth objectives and contribute to the delivery of the company strategy. In addition, contribute ideas and initiatives to the business to generate revenue.
To provide detailed need and objective based advice on savings, retirement, and investment products.
Manage and support our clients over the telephone to complete a fact find, formulate need and objective based advice, and prepare suitability reports to deliver quality advice and good customer outcomes.
Develop and manage internal relationships, as well as external clients to create a strong network to support the achievement of business objectives and the referral of advice eligible customers.
Meet the requirements of the Training and Competence Scheme Framework, in order to ensure best practice is followed and maximise contribution to the business. Maintain and continually develop skills and knowledge of financial services & market trends, to ensure that changing needs of Clients are met.
You will have a strong track record within the advice industry with experience of advising clients with ‘at retirement’ needs.
Commercial approach with outstanding organisational skills and the ability to manage self to deliver results, whilst ensuring continued service excellence.
Regulatory Qualifications required;
Diploma in Financial Planning or Diploma in Regulated Financial Planning
Relevant CPD records
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 working at Standard Life
Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us
Senior Managers Certification Regime (SMCR)
This role is covered by the Senior Managers & Certification Regime (SM&CR) as a certified role. Therefore this role is subject to annual certification by Phoenix Group, as well as regulatory compliance standards. Anybody performing this role will be subject to:
PRA Individual Conduct Standards
FCA Senior Individual Conduct Rules
Further information on the Senior Managers & Certification Regime can be found on the FCA website.
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