Policyholder Servicing Specialist

3 days ago


Telford, Telford and Wrekin, United Kingdom Phoenix Group Full time

We are seeking an experienced Policyholder Servicing Specialist to join our Asset Management Operations team at Phoenix Group.

As a Policyholder Servicing Specialist, you will play a key role in supporting the delivery of high-quality operational services to various functions within Asset Management and beyond.

Key responsibilities include providing dedicated support for Policyholder Front Office functions, managing the operational impact of new strategies and initiatives, and ensuring accurate setup and ongoing maintenance of Policyholder fund structuring via key internal systems.

You will work closely with Business Analysts, IT and Data Management teams to ensure effective data stewardship is maintained in INVista and Aladdin.

The successful candidate will have proven experience in Asset Management or Investment Operations, with exposure to policyholder products, and a strong knowledge and understanding of financial markets and the Phoenix Policyholder fund structure and Asset Management practices.

Able to offer sound approaches, alternatives and solutions to operationally support initiatives, as well as appreciating the benefits and risks to approaches.

Diligent working style with attention to detail and high standards for quality.

Key Requirements:

  • Proven experience in Asset Management or Investment Operations
  • Strong knowledge and understanding of financial markets
  • Proficient use of MS Excel, Word and PowerPoint
  • Able to offer sound approaches, alternatives and solutions

Salary: £55,000 - £70,000 (dependent on experience)

Benefits:

  • Excellent pension scheme
  • Private medical insurance
  • Electric vehicle scheme
  • 38 days holiday incl. Bank Holidays
  • 12x salary life assurance
  • Career breaks
  • Income protection
  • 3x volunteering days

About Us:

Phoenix Group is the UK's largest long-term savings and retirement business, offering a range of products across its market-leading brands, including Standard Life, SunLife, Phoenix Life and ReAssure.

We have around 1 in 5 people in the UK has a pension with us, and we're a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050.



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