Pension Case Review Specialist

3 weeks ago


St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

pWeareseekingahighlyskilledPensionCaseReviewSpecialisttojoinourteamatIndependentResourcingConsultancyLtd.Asakeymemberofourcomplianceteam,youwillberesponsibleforconductingthoroughfilereviewsofretailinvestmentandpensionadvice,withafocusonDefinedBenefitTransferadvicefiles./ppKeyResponsibilities:/pulliConductcomprehensivefilereviewstoensureexcellentclientoutcomes./liliProvideclear,consistent,andconstructivefeedbacktoadvisersandparaplanners./liliMonitorreworkandsignoffoncasesuponcompletion./liliDriveprecise,high-qualityadvicereviewstoachieveexcellentclientoutcomes./liliManagediaryeffectivelyandprioritizereviews,particularlyfocusingonPresalecases./liliIdentifycommonerrorsandparticipateinrootcauseanalysis./liliContributetotheongoingenhancementofthefilereviewframework./li/ulpRequirements:/pulliLevel4Diplomaqualification./liliStrongtechnicalacumenandcommunicationskills./liliEssentialexperienceinreviewingDefinedBenefitPensionTransferfiles./li/ulpJoinusindeliveringexceptionalclientoutcomesandadvancingyourcareerincompliance./p



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