Description : 28 Mar, 2023
Salary: 32ph
Location: Edinburgh
Duration: 3 months (with intend to go perm)
Responsibilities:
Conduct Data Enrichment & Validation activity ('DE&V')Dealing with Pensions - predominantly SIPP wrappers containing underlying funds - in both accumulation and decumulation phases.Working with OEICs - both ISA and non-ISA as well as Investment BondsComplaints relating to Venture capital products such as VCTs and EIS schemes and DB pension transfer advice.Carry out customer contact (where required) to conclude Suitability AssessmentPerform redress calculationsWrite final response lettersRapidly incorporate ongoing business and process changes into your ways of working and conducting case reviewsAct upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwardsSupport other team members with their case reviews Essential skills & experience required:
Extensive case plaint handling experience, ideally within Financial ServicesExperience of dealing with customers in a regulated environment (Pensions and Investments is a MUST)Ability to demonstrate decision making using a holistic approachPC skills (Word and Excel)Strong literacy / numeracyExcellent attention to detail and accuracyAbility to work to demanding deadlines (workflow & time management)Ability to attain and maintain specified quality and production targetsAbility to work independently & as part of a rapidly changing teamDemonstrate an ability to work with honesty, integrity and trustworthinessMaintain high standards of professionalism munication skillsGood letter writing skillsGood telephony skills Search is an equal opportunities recruiter and we e applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
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