Pensions & Investments Reviewer

Pensions and Investments Reviewer

Our client Deloitte, a "Big 4" Professional Services firm, are currently looking for experienced Complaint Handlers to join a Pension & Investment project reviewing advice and suitability complaints.

Tell me more

• Location: Remote working
• Rate: £220pd inside IR35 or £250pd with L4 qualification
• Work Pattern: Standard Business Hours
• Start Dates: 5th August 2024
• Duration: December 2024

Your day-to-day activities will include:

• 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 and Investments Complaint Handling experience - specific experience of dealing with OEICs, Investment Bonds and SIPPs
• Proven experience of dealing with complaints around product advice and suitability of the product to the customer
• 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)