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Pension Case Review Specialist
2 months ago
We are seeking a skilled Compliance Reviewer to join our team at Click and Connect Online Limited. As a Compliance Reviewer, you will play a crucial role in ensuring the quality of our clients\u2019 pension advice.
Key Responsibilities:
- Conduct thorough file reviews for retail investment and pension advice, prioritizing Defined Benefit Transfer advice files.
- Provide clear, consistent, and constructive feedback to advisers/paraplanners.
- Monitor rework and sign off on cases upon completion.
- Drive excellent client outcomes through precise, high-quality advice reviews.
- Manage diary effectively and prioritize reviews, particularly focusing on Pre-sale cases.
- Identify common errors and participate in root cause analysis.
- Contribute to the ongoing enhancement of the file review framework.
Requirements:
- Essential qualification: Level 4 Diploma.
- Preferred: AF7 or equivalent pension transfer qualification. Candidates working towards this qualification will also be considered.
- Background in IFA or network advantageous.
- Strong technical acumen and communication skills.
- Essential experience in reviewing Defined Benefit Pension Transfer files.
We offer a dynamic and supportive work environment, with opportunities for growth and professional development. If you are a motivated and detail-oriented individual with a passion for compliance, we encourage you to apply for this exciting opportunity.
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