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Josh R.

Senior Accountant

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Actuarial and Finance

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Top Insider Advice

The key advice I have given to all applicants and new starters is that Phoenix is a company where your opportunities are significant and plentiful. The key to capitalising on this is to be proactive, take the time to understand and reflect on your goals and achievements and communicate openly and honestly with the team around you about how you want to progress/operate within the business. The business can be fast paced and although all the resources and help are made available, it is incredibly important to make yourself accountable and seek the information you need for yourself. People are always willing to support you here but have respect for those who have taken the time to consider their requirements carefully and actively seek support before it becomes a critical requirement.

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Career path

Senior Accountant

Phoenix Group

Started 11/2015 to Present

Company

What do you like about your job and the company?

As a relatively central function within the wider finance team at Phoenix. I am often closely interacting with team members from across the business with very specific knowledge and skill sets. This helps to develop my knowledge of the business and gives me an appreciation for how the work my team contributes to the business adds value. I also get the chance to work on a broad range of activity which averts boredom through saturation. I really enjoy being a line manager and supporting the team to develop as professionals really motivates me to do my best. This might include regular one to one sessions, workshops, training or just a general discussions. I love to see people with a desire to grow flourish and it always fills me with pride to see a member of staff be recognised for their good work.

Greatest achievements

At the start of 2021 my role changed and I was made responsible for a new team that would be comprised of staff from two locations following the purchase of standard life into the Phoenix group. Coming from the Phoenix side of the transaction was a challenging experience as a huge amount of harmonisation was required to bring the teams together. This involved the embedding of new controls, networking with new teams, understanding the operations and reporting of the new entities, switching reporting ledgers and hierarchies and most importantly, supporting both my old and new teams through the transition. This significant change had a huge impact on the stress levels of the teams and helping them to traverse this new landscape by being as supportive, understanding and as informed as possible felt like a huge achievement.

Other insiders

Jonathan M

Top Insider Advice

Be open to new opportunities, which make you smile We are in a growth business, and a growth mindset compliments this. I am a big believer in doing things which make you happy and working on your strengths. I feel like I have found this here

Tim B

Programme Director

Top Insider Advice

Notice how you feel about what you're doing and about how you're doing it. If it feels right then stick with it... if not adjust, notice how you feel and keep adjusting until it feels right.

Stuart T

Operational Governance & Control Consultant

Top Insider Advice

When i joined the first financial institution i worked for, initially working in customer services, i had two goals in mind: 1. I knew Customer Services was not for me long-term, and i wanted to move to a more admin based role as soon as possible. I achieved this within a year of joining the first financial institution i worked for. 2. Standard Life had a great reputation and were well known in the City i worked in as being a great place to work. When i took my first job in financial services my goal was to ultimately join Standard Life but i knew i required some experience in the industry before doing so. After two years in Financial Services i successfully applied for my first role at Standard Life. This was a great decision for my career and i remain at Standard Life/Phoenix to this day, many years later.

Discussions with Josh R
What do you think are the most important qualities for someone to excel?
in Career Tips·Monday, November 21, 2022
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3 responses
283 views
Tell me about the hardest thing about your job?
in Career Tips·Friday, May 31, 2024
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2 responses
50 views
Is there much travel to other locations involved for the Finance team?
in Career Tips·Wednesday, June 19, 2024
1 response
43 views
What support is available for career changers?
in Career progression·Tuesday, January 3, 2023
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2 responses
93 views