What’s the role?
Our client Deloitte, a “Big 4” Professional Services firm, are currently looking for candidates to join a Pension & Investment project reviewing advice and suitability complaints.
The ideal candidate will have in-depth Pension and Investment review experience however we also welcome candidates to apply who have a financial planning qualification alongside some complaint handing experience. You will be working as part of a high-quality team helping a major financial service provider in a result orientated, quality-controlled environment where being able to work with a high level of accuracy to prescribed processes and strict deadlines is essential.
Responsibilities:
- Conduct Data Enrichment & Validation activity (‘DE&V’)
- Dealing with Pensions – predominantly SIPP wrappers containing underlying funds – in both accumulation and decumulation phases.
- Working with OEICs – both ISA and non-ISA as well as Investment Bonds
- Complaints relating to Venture capital products such as VCTs and EIS schemes and DB pension transfer advice.
- Carry out customer contact (where required) to conclude Suitability Assessment
- Perform redress calculations.
- Write final response letters.
- Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews.
- Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards.
- Support other team members with their case reviews.
Essential skills & experience required:
- Pensions & Investments complaint handling experience OR financial planning qualifications
- Case handling/Complaint Handling experience beneficial, ideally within Financial Services
- Experience of dealing with customers in a regulated environment
- Ability to demonstrate decision making using a holistic approach
- Strong literacy / numeracy
- Excellent attention to detail and accuracy
- Ability to work to demanding deadlines (workflow & time management)
- Ability to attain and maintain specified quality and production targets
- Ability to work independently & as part of a rapidly changing team
- Demonstrate an ability to work with honesty, integrity and trustworthiness
- Maintain high standards of professionalism and competence
- Good communication skills, including letter writing and telephony
- PC skills (Word and Excel)
Next steps:
To express your interest in this opportunity, don’t delay; please click apply now.
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