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Phoenix GroupPosted 10/20/2026full-timeEdinburgh • United KingdomMid-LevelSenior💰 £45,700 - £60,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining relationships with Financial Advisers while consistently exceeding targets in Pension and Investment products. Proficient in analyzing business plans and utilizing sales MI to drive actionable insights.
Highest-signal resume keywords
Relationship ManagementTarget AchievementPension Products KnowledgeInvestment Products KnowledgeBusiness Analysis
About the role
Key responsibilities & impact- Work with Financial Advisers in the wealth area to identify and secure profitable opportunities for Standard Life Group
- Increase business levels across the investment proposition through face-to-face and virtual meetings with financial advisers across a specified region
- Engage with and regularly meet advisers to build, maintain and develop relationships
- Achieve targeted business activity, including meeting targets, identifying business needs, outlining the value proposition and following up within agreed timescales
- Keep client records up to date
- Support and contribute to regional business plans targeting advisory firms
- Exceed national and business centre targets across Pension and Investment products
- Analyse business plans and use panel and sales MI to drive actions
Requirements
What you’ll need- Proven high achiever
- Well versed in regularly exceeding targets
- Ability to engage with and regularly meet Financial Advisers
- Ability to build, maintain and develop adviser relationships by telephone and virtual media
- Ability to achieve targeted business activity
- Ability to identify business needs and outline the value proposition
- Ability to maintain up-to-date client records
- Ability to contribute to regional business plans
- Ability to analyse business plans and use panel and sales MI to drive actions
- Experience or knowledge of Pension and Investment products
Benefits
Comp & perks- Indicative bonus range of 16% to 32%
- Private medical cover
- 38 days annual leave
- Excellent pension
- 12x salary life assurance
- Career breaks
- Income protection
- 3x volunteering days
- Part-time, job-share and other flexible working options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Activity TargetingClient Record MaintenanceValue Proposition OutliningSales MI UtilizationBusiness Needs Identification
Soft Skills
Engagement SkillsCommunication SkillsInterpersonal Skills
Industry Keywords
Financial AdvisersWealth ManagementInvestment PropositionRegional Business PlansAdvisory Firms