Senior Advice Quality Control Consultant
1 week ago
Salary and benefits:
Up to £52,000 plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
Job Type:
Permanent
Location:
Edinburgh office one or twice per week.
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.
Closing Date:22/03/2024
We have an incredible opportunity to join us here at Phoenix Group as a Senior Advice Quality Consultant to join our _Retail Direct Quality Control Team _
Who are we?
We want to be the best place that any of our 6,800 colleagues have ever worked.
We're the UK's largest long-term savings and retirement business.
We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration.
We're a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we're not done yet.
The role
We're looking for an experienced Senior Advice Quality Consultant with a strong background in financial services, who is customer and colleague focused, combined with a practical knowledge of risk management and regulatory requirements, ideally with life and pensions knowledge.
As a Senior Advice Quality Control Consultant you will be accountable for the delivery of quality monitoring across our Advice business area (i.e, call monitoring and process outputs etc.).
Quality assessments will focus on both customer outcomes and experience and will be undertaken in accordance with our Quality Framework.
Key Responsibilities
- Assessing customer interactions, to ensure policies and standards are adhered to and good outcomes are delivered to customers in both the pre and postsale advised process
- Maintaining an expert knowledge of the regulated Advice landscape. Ensure knowledge of Phoenix Group policies and procedures and any regulated changes are current.
- Coach and develop other Quality Consultants to establish best practice and ensure alignment in approach across the team.
- Provide meaningful, insightful analysis of QC data that is complete, accurate and produced on a timely basis.
- Responsible for the delivery of feedback and development activity in support of ongoing competence for Advisers
- Providing consultative support to senior business managers in managing risk, often in complex and high profile activities
- Building close working relationships, gaining credibility and providing an appropriate level of review, challenge, and influence to a variety of stakeholders
What are we looking for?
Minimum Level 4 qualified in Financial Planning or Diploma equivalent
Expert knowledge of regulated Advice landscape
Relevant experience in a Quality Control and/or Financial Advice
Ability to successfully strike balance between ensuring good customer outcomes, customer experience, conduct risk and commerciality.
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.
LI-MF1
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