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.
We have an exciting opportunity for an Investment Administrator to join one of our impressive client's largest teams in their Birmingham office.
The role will support two successful Investment Managers within a very busy wider team and cover all administration requirements for investment management services and investment advice to a range of private and professional clients, IFAs, and the charitable/not-for-profit sector.
This is an opportunity to join a friendly, ambitious, and growing team, committed to creating an inclusive culture that embraces diversity.
Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project.
To be a part of this project, you must have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, and Non-ISAs,combined with experience of handling complaints relating to product advice and suitability.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
If you are an experienced Pensions and Investment Complaint Handler, then this is the role for you!
To join this project, the client is looking for contractors who have knowledge and experience within the industry and with the following products: SIPPs, OEICs, ISAs, and Non-ISAs and Bonds.
The project is assessing how different pension and investment products were sold to customers while reviewing the customer journey; checking whether correct and appropriate procedures were followed, the right information was provided and whether due diligence was applied.
If you are an experienced Pensions and Investment Complaint Handler, then this is the role for you!
To join this project, the client is looking for contractors who have knowledge and experience within the industry and with the following products: SIPPs, OEICs, ISAs, and Non-ISAs and Bonds.
The project is assessing how different pension and investment products were sold to customers while reviewing the customer journey; checking whether correct and appropriate procedures were followed, the right information was provided and whether due diligence was applied.
Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support a review project.
On top of being Level 4 qualified, you must also have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, Non-ISAs, and bonds, and have good experience in handling complaints relating to product advice and suitability.
You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed.
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
General
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.