Regulated File Reviewer
We are currently looking for associates to join a well-established file checking project based in Aylesbury, Buckinghamshire.
This project is reviewing regulated sales conducted by our client, a large UK retail banking group, to ensure compliance and identify instances of mis-selling. You will be looking at sales of products across the board with a focus on pensions and investments.
Your role will be to review the file and decision-make in line with processes set by our client. You will also be working to achieve appropriate but challenging quality and productivity targets.
You may need to contact the customer in question to discuss their case and handle any objections they may have.
Successful candidates will have:FPC3 as a minimum or equivalentA background in financial servicesAn excellent understanding of the regulated sales process, either from a sales or administrative perspectiveAttention to detail, analytical and investigative skillsThe ability to manage their own caseload to meet targetsIT literacy as a number of in house systems plus MS Office will be usedA good amount of flexibility around working hoursAvailability to work occasional Saturdays
In return, we offer a substantial daily rate of £225 + VAT and the opportunity for you to work with a key client of ours on a long term project.