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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

Jane A

Employer Brand Manager

Top Insider Advice

If you love doing something but don't have the 'typical' experience for the role, try it anyway or find a company who will give you the opportunity to. At Phoenix and in my previous roles I have tried new things either side-of-desk or via trying a new job and I've learned a lot by doing that. I think ultimately trying different things has led me to be really happy in my current job as I've figured out my strengths and what I genuinely enjoy doing. I appreciate that you need the right environment for that and I've been fortunate enough to work for a couple of organisations who have focused on internal talent and development opportunities. This year I'm doing work in areas that I didn't know much about 12 months ago, and learning about more complex topics and processes which may not outwardly be directly associated with my day-to-day job but will help me when I'm considering what's next!

Stuart T

Operational Governance and Risk 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.

Grainne M

Top Insider Advice

I was once told your network is not everyone you know but instead everyone you have helped as these are the people who are likely to help you when need be. This was excellent advice. Always help others when you have the capacity to do so, of course your day job still must be done also which is where this can get challenging but also doable! It is often tasks outside of my job description I find rewarding. On top of this it is great for both personal and career development to work across different functions when given the opportunity.

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
259 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
What's the biggest challenge that you face in your role and how do you overcome it?
in Career Tips·Tuesday, December 13, 2022
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2 responses
109 views
Is there much travel to other locations involved for the Finance team?
in Career Tips·Wednesday, June 19, 2024
1 response
38 views