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: 22nd July 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)