Investment File Reviewer

INVESTMENT FILE REVIEWER

- Manchester Based
- Initial 6 month contract
- Daily rates - £275 to £330 per-day depending on experience.

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

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.

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

Alexander Mann Solutions, a Recruitment Process Outsourcing Company, may in the delivery of some of its services be deemed to operate as an Employment Agency or an Employment Business.