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Working at Phoenix Group

Since 2009, Tate has been working in partnership with Phoenix Group to recruit talented people for a variety of different roles.

About working at Phoenix Group

Phoenix Group is the UK’s largest long-term savings and retirement business, helping millions of people secure their financial future. In partnership with Tate Recruitment, opportunities are available across customer service and support roles for individuals passionate about making a difference.

With around 7,000 UK employees, Phoenix offers a supportive, inclusive culture where colleagues can grow, develop and play a key role in guiding customers through retirement, while building rewarding careers in a FTSE 100 organisation.

Why work at Phoenix Group

Job Descriptions

Customer Service Representative Job Description

Are you passionate about delivering outstanding customer service and helping people? Do you have excellent communication skills and a good level of computer proficiency? Do you enjoy working as part of a team to deliver the best possible solutions? Then this could be the role you’ve been looking for. 

What you’ll be doing as a Customer Service Representative

Making choices about your pension is one of the biggest financial decisions most people make in their lives. You would be the first point of contact for pension and retirement queries from Phoenix Group customers, financial advisors and corporate clients. Customers often contact Phoenix during pivotal points in their lives, so your role will be to take ownership of their requests.
As a Customer Service Representative, you will be responsible for:

  • Responding to queries from life and pensions customers and financial advisers about their life and pension products. This could be via the telephone, via an email or letter
  • Providing exceptional service through engaging and professional conversations, whilst carefully managing customer expectations 
  • Liaising with other teams to ensure the customer request is fulfilled in a timely manner

Whilst having previous experience in a customer-focused role is beneficial, you do not need any contact centre or financial services experience to apply, as full and ongoing training will be provided. As you begin your journey as a Customer Service Representative you can expect a strong induction into the Phoenix Group with a classroom-based training period to give you a good understanding of the Life and Pensions products and how to navigate the systems. 

And, by helping Phoenix customers realise a lifetime of possibilities, you could earn up to £24,000, receive an annual bonus of between 8-16%, 38 days’ holiday, 12 x salary life assurance, 10% non-contributory pension, private healthcare and an extensive selection of flexible benefits.

If this role sounds like the ideal fit for you, please get in touch.

Customer Service Advisor Job Description

Are you passionate about delivering outstanding customer service and helping people? Do you have excellent communication skills and a good level of computer proficiency? Do you enjoy working as part of a team to deliver the best possible solutions? Then this could be the role you’ve been looking for.

What you’ll be doing as a Customer Service Advisor

Using your first-class communication skills, you’ll be responsible for making the complex simple for Phoenix customers, whether that is over the phone or by email. You'll play a key role in ensuring customers are equipped with the information they need to make the right decision regarding their pension policies. There are no sales involved in this role; what’s important is your ability to have great conversations with customers in a confident, friendly and professional manner. Customers often contact Phoenix during pivotal points in their lives, and your role will be to take ownership of their requests.

As a Customer Service Advisor in the Contact Centre, you will be responsible for

  • Responding to queries from Phoenix life and pensions customers and financial advisers about their life and pension products. This could be via telephone and email
  • Providing exceptional service through engaging and professional conversations, whilst carefully managing customer expectations

Whilst having previous experience in a customer-focused role is beneficial, you do not need any contact centre or financial services experience to apply, as full and ongoing training will be provided. As you begin your journey as a Customer Service Advisor you can expect a strong induction into the Phoenix Group with a classroom-based training period to give you a good understanding of the Life and Pensions products and how to navigate the systems.

And, by helping Phoenix customers realise a lifetime of possibilities, you could earn up to £24,000, receive an annual bonus of between 8-16%, 38 days’ holiday, 12 x salary life assurance, 10% non-contributory pension, private healthcare and an extensive selection of flexible benefits.

 If this is you, please get in touch.

Assistant Research Manager Job Description

As an Assistant Research Manager, you will support the planning, coordination, and delivery of research activities. This role involves working closely with academic and administrative teams to ensure research projects are managed effectively, with a focus on compliance, reporting, and stakeholder engagement.

Key Responsibilities

  • Support the research management lifecycle
  • Manage funding processes and contract oversight
  • Ensure accurate administrative delivery
  • Provide expert advice to stakeholders
  • Organise research-related events

Qualifications and Experience

  • A-levels or NVQ3 or equivalent experience
  • Strong analytical and organisational skills
  • Experience with complex information systems
  • Excellent communication and stakeholder engagement

If this role sounds like the ideal fit for you, please get in touch.

Service Transition Manager Job Description

As a Service Transition Manager, you will be responsible for overseeing the transition of IT services from development into operations. This includes ensuring that new or changed services meet operational readiness criteria and are delivered smoothly and efficiently.

Key Responsibilities

  • Lead service transition processes
  • Manage change, release, and deployment workflows
  • Ensure service readiness and acceptance
  • Conduct risk assessments
  • Provide training and documentation

Qualifications and Experience

  • Professional qualification in IT or Project Management
  • Knowledge of ITIL and service transition frameworks
  • Experience in hybrid IT environments
  • Proficiency in ServiceNow, MS Project, Visio


If this role sounds like the ideal fit for you, please get in touch.

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