At a Glance
- Tasks: Review client pension records and ensure data accuracy.
- Company: Join a dynamic team in the banking sector with a focus on inclusivity.
- Benefits: Enjoy remote work, competitive salary, bonuses, and additional perks.
- Other info: Initial 6-month contract with potential for senior roles and growth.
- Why this job: Make an impact while collaborating with others in a supportive environment.
- Qualifications: Attention to detail and clear communication skills are essential; banking experience is a plus.
The predicted salary is between 24000 - 33600 £ per year.
Position: File Reviewer
Location: Fully Remote
Contract Length: Initial 6 Months
Target Start Date: 29th September
Salary: £40,000 per annum + bonus & Additional benefits
*Additional Senior roles also available with increased salary package.
Step into an exciting opportunity within the banking sector!
Our client is looking for a meticulous and proactive Pension File Reviewer to join their team on a 6-month fixed-term contract. If you excel in accuracy, enjoy working collaboratively, and are ready to make an impact, this role could be your perfect fit.
About The Role:
In this role, you’ll be responsible for carrying out detailed reviews of individual client pension records, identifying holdings within pension funds, and ensuring data is accurate and up to date. You’ll work closely with colleagues and third parties to validate information, so clear and confident communication will be key.
Key Responsibilities:
- Review Records: Assess individual client records to confirm and document their current position.
- Maintain Accuracy: Capture and record all details to ensure data is complete and fully up to date.
- Quality Standards: Complete required training and maintain high standards in line with project quality frameworks.
- Escalation: Flag any unclear or exceptional cases for review.
- Meet Deadlines: Work to agreed project timelines and objectives.
You may also:
- Support the project team with process or tool improvements during setup and delivery.
- Conduct peer or quality checks on other reviewers’ work.
- Send client or third-party communications using approved templates.
What You’ll Bring:
- Strong attention to detail with a passion for accuracy.
- Clear and confident written and verbal communication skills.
- A collaborative mindset and proactive approach to problem-solving.
- Previous experience in a similar role, ideally within banking or financial services, is advantageous.
What’s the Process?
- If your application is shortlisted, a dedicated recruiter will contact you for an initial conversation about the role.
- If both sides are happy to proceed, you’ll be sent a Workforce Competency Questionnaire (WCQ) — a set of competency-based questions designed to explore your experience, working style, and suitability for the position. You’ll have 48 hours to complete this.
- Once your questionnaire responses have been reviewed, your recruiter will be in touch to arrange an MS Teams interview if you’re successful at this stage.
If this role is of interest, apply now with an up-to-date CV – don’t miss out!
Candidates will ideally show evidence of the above in their CV in order to be considered.
Please be advised if you haven\'t heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly.
Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
File Reviewer in Birmingham employer: Pontoon Solutions
Join a dynamic and inclusive team as a File Reviewer in the banking sector, where your meticulous attention to detail will be valued. Enjoy the flexibility of a fully remote position with competitive salary and bonus opportunities, alongside a supportive work culture that fosters collaboration and professional growth. With additional senior roles available, this is an excellent opportunity to advance your career while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land File Reviewer in Birmingham
✨Tip Number 1
Familiarise yourself with the banking and financial services sector, especially pension management. Understanding the terminology and processes involved will help you communicate more effectively during interviews and demonstrate your knowledge of the field.
✨Tip Number 2
Practice your communication skills, both written and verbal. Since the role requires clear communication with colleagues and third parties, consider role-playing scenarios or discussing complex topics with friends to build your confidence.
✨Tip Number 3
Prepare for the Workforce Competency Questionnaire (WCQ) by reflecting on your past experiences. Think about specific examples where you've demonstrated attention to detail, problem-solving, and collaboration, as these will be key areas of focus.
✨Tip Number 4
Network with professionals in the banking sector, particularly those who work in pension management. Engaging with industry peers can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace File Reviewer in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your attention to detail and previous experience in roles similar to a File Reviewer. Use specific examples that demonstrate your accuracy and collaborative mindset.
Craft a Strong Cover Letter:Write a cover letter that clearly outlines your passion for accuracy and your proactive approach to problem-solving. Mention how your skills align with the responsibilities of the role, such as reviewing records and maintaining quality standards.
Highlight Relevant Experience:In your application, emphasise any previous work in banking or financial services. Provide concrete examples of how you have successfully managed data accuracy and met deadlines in past roles.
Prepare for the Questionnaire:Once shortlisted, you'll need to complete a Workforce Competency Questionnaire. Prepare by reflecting on your experiences and how they relate to the key responsibilities of the File Reviewer position. Be ready to provide detailed answers that showcase your skills.
How to prepare for a job interview at Pontoon Solutions
✨Showcase Your Attention to Detail
As a File Reviewer, accuracy is paramount. Be prepared to discuss specific examples from your past experiences where your attention to detail made a significant impact on the outcome of a project or task.
✨Communicate Clearly and Confidently
Since clear communication is key in this role, practice articulating your thoughts clearly. You might want to prepare for potential questions about how you would handle communication with clients or third parties.
✨Demonstrate Your Collaborative Mindset
This role involves working closely with colleagues and third parties. Think of instances where you successfully collaborated on a project and be ready to share those stories during the interview.
✨Prepare for Competency-Based Questions
Expect to answer competency-based questions that explore your experience and working style. Review the job description and think about how your skills align with the responsibilities outlined, especially around maintaining quality standards and meeting deadlines.
