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- Tasks: Review investment files and conduct suitability assessments for financial products.
- Company: Join a leading financial service provider in a remote, results-driven team.
- Benefits: Competitive day rate, remote work, and IT equipment provided.
- Why this job: Make a real impact in the finance sector while working from anywhere.
- Qualifications: 6 months experience in suitability assessments and strong customer focus required.
- Other info: Opportunity for professional growth and learning in a dynamic environment.
The predicted salary is between 62400 - 78000 £ per year.
This is a remote position.
We are currently looking for Investment File Reviewers to work in a results-orientated and process driven environment as part of a high-quality team helping a major financial service provider deliver a past business review project focused on investment product sales. You will be responsible for conducting accurate file reviews for the client and its customers in line with prescribed processes.
Key Responsibilities:- Conduct suitability assessments across a range of different product types (including ISA, OEICs, Investment Bonds, Structured Products and Pensions)
- Carry out customer contact (where required) to conclude Suitability Assessment
- Where applicable, perform Data Gathering and Data Enrichment & Validation activity (‘DE&V’)
- Redress calculations
- Deliver high quality review outcomes documenting decision rationale in line with suitability review guidance
- Write final response letters
- Learn and understand the process in depth
- Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews
- Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards
- Support other team members with their case reviews
- Essential:
- Minimum 6 months experience conducting Suitability Assessments
- Strong customer focus and experience working in a customer-facing environment
- Excellent attention to detail and accuracy
- Excellent communication and presentation skills and ability to communicate effectively with customers
- Ability to work to demanding deadlines
- Ability to attain and maintain specified quality and production targets
- Ability to work remotely/ independently
- Desirable:
- RQF Level 4 in a suitable qualification e.g. CII Diploma in Regulated Financial Planning
- 2 years’ experience conducting Suitability Assessments
- Experience performing manual redress calculations
- Experience of contacting customers to conduct suitability reviews
- Experience dealing with vulnerable customers
- Experience of calculating redress using Exasoft redress manager
- Experience of Whole Life or Tax inheritance
Commitment to the duration of the project is expected.
File Reviewer in London employer: Deloitte - Recruitment
Contact Detail:
Deloitte - Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land File Reviewer in London
✨Tip Number 1
Get to know the company and its values before your interview. This will help you tailor your responses and show that you're genuinely interested in the role. Plus, it gives you a chance to ask insightful questions!
✨Tip Number 2
Practice your suitability assessments! Brush up on your knowledge of different product types like ISAs and Investment Bonds. Being confident in your expertise will make you stand out during discussions.
✨Tip Number 3
Don’t underestimate the power of networking. Reach out to current or former employees on LinkedIn to get insider tips about the interview process and what they look for in candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace File Reviewer in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the File Reviewer role. Highlight your experience with suitability assessments and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this remote position. Share specific examples of your past work that relate to the responsibilities outlined in the job description.
Showcase Attention to Detail: As a File Reviewer, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Deloitte - Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of suitability assessments and the various investment products mentioned in the job description. Familiarise yourself with ISAs, OEICs, Investment Bonds, and Pensions. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires excellent attention to detail, prepare examples from your past experience where your meticulousness made a difference. Whether it was catching an error in a report or ensuring compliance with regulations, be ready to share these stories during the interview.
✨Communicate Clearly
Strong communication skills are essential for this position, especially when dealing with customers. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your responses and ensure you come across as approachable and professional.
✨Be Ready for Feedback
The job involves learning from feedback and improving continuously. Be prepared to discuss how you've handled constructive criticism in the past. Highlight your willingness to adapt and grow, which is crucial in a fast-paced environment like this one.
