File Reviewer - Complaints Handler

File Reviewer - Complaints Handler - Investment

Manchester Based

Initial 6 month contract

Our client, a large UK retail banking group are recruiting for an Investment reviewing project,this project is reviewing regulated Investment sales to ensure compliance and identify instances of MIS-selling are identified.

Your responsibilities will include:

Reviewing regulated Investment sales with a focus on pensions and investments.
Achieving targets relating to volume quality, timescales and risk due to the department deadlines
Adhering to procedures and internal controls, liaising with the line manager where inconsistencies are identified
Building and maintaining satisfactory working relationships with our customers (including stakeholders)
Ensuring accuracy in recording, storing and maintaining critical data
Delivering of service against tight and ever moving deadlines

The ideal candidate for this role will have:
Role relevant qualifications, ie QCF Level 4 or equivalent financial planning diploma.
Relevant product knowledge including knowledge of Pensions Mortgages, Investments etc
Experience of working within financial services
Experience working in a Regulated Products role

You will be looking at sales of products across the board with a focus on pensions and investments.

The role of the Investment File Reviewer (Qualified QCF Level 4 or Eqv.) is to be responsible for accurately reviewing cases to the required standard and procedures.

If you match these requirements, please apply in the normal way. Elevate will send you an email, please open, click and action that email and your application will be visible to the hiring organisation directly.