Lead Finance Business Partner - Retail Direct & Advice

Job Type: Permanent

Location: This role could be based in our Edinburgh, Birmingham or London office with time spent working in the office and at home.

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. You can read more about Phoenix Flex here.

Closing Date
: 16th January (23:55)

Salary and benefits: Up to £70,000 depending on experience plus an indicative bonus range 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

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re a long‑term savings and retirement business. We offer a range of products across our market‑leading brands, Standard Life, Sun Life, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. 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.

We have a Lead Finance Business Partner opportunity to join our Pensions & Savings and Operations - Commercial & Finance team, supporting our Retail Direct and Advice business.

We’re looking for a dynamic finance professional to join our Pension & Savings division – one of the fastest‑growing areas within the Group. Reporting to the Head of Finance Business Partnering (for Retail Direct and Advice) you will play a crucial role in delivering meaningful financial support and insights across a range of financial metrics to support and enable effective business decisions.

You will work closely with a range of stakeholders across the business and across finance to ensure collaboration and successful partnership. If you're passionate about influencing investment decisions, leading value‑adding initiatives, and partnering with senior stakeholders to optimise outcomes and challenge targets and performance, this is your opportunity to make a meaningful impact.

You will provide strategic, insightful and concise commercial analysis, lead the financial aspects of understanding business activity, and proactively challenge business performance targets, helping stakeholders understand performance drivers and commercial levers.

The role will report to the Head of Finance Business Partnering (Retail Direct and Advice) and will be responsible for forward management, planning and reporting of trading performance for a number of areas within the fast growing Pension & Savings business, which is at the forefront of the growth ambitions for the Group.

• Provide challenge in business performance plans and outcomes, with an aim to maximise commercial value in the aligned business area.
• Play a proactive role in the development of financial forecasting and planning, across a range of financial metrics, and ensure connection and consistency with the respective business areas activity and delivery.
• Explain the trading results to the business stakeholders in a meaningful way that can influence decisions and actions. Support the business unit in understanding the commercial drivers behind each of the businesses to execute value maximising activity.
• Identify options and opportunities for financial performance management through considered analysis of experience and ensuring presentation of these findings in an appropriate method. Take accountability to drive forward value to the aligned business area and champion a curiosity mindset, with a willingness to engage proactively in decisions.
• Deliver ad‑hoc commercial analysis, identifying key trends and bringing these to life for the business stakeholders. Make recommendations from the findings of the analysis.
• Support the creation of business cases that will improve strategic value and ensure that these are aligned to ongoing strategy, forecasting and planning for the business.
• Effectively communicate complex information to a wide group of stakeholders against a background of continuous regulatory…