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- Tasks: Review client pension records for accuracy and maintain data integrity.
- Company: Join a dynamic consultancy in the banking sector focused on inclusivity and talent development.
- Benefits: Enjoy a competitive salary, bonuses, and the flexibility of fully remote work.
- Other info: Initial 6-month contract with potential for senior roles and career growth.
- Why this job: Make a real impact while collaborating with a supportive team in a reputable industry.
- Qualifications: Attention to detail and strong communication skills are essential; banking experience is a plus.
The predicted salary is between 32000 - 48000 £ 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 employer: Pontoon Solutions
Contact Detail:
Pontoon Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land File Reviewer
✨Tip Number 1
Familiarise yourself with the banking and financial services sector, especially pension management. Understanding the terminology and processes will help you communicate effectively during interviews and demonstrate your knowledge.
✨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 confidence.
✨Tip Number 3
Prepare for the Workforce Competency Questionnaire by reflecting on your past experiences. Think about specific examples where you've demonstrated attention to detail and problem-solving skills, as these will be crucial in your responses.
✨Tip Number 4
Network with professionals in the banking sector, particularly those involved in pension management. Engaging with industry groups on platforms like LinkedIn can provide insights and potentially lead to referrals for the position.
We think you need these skills to ace File Reviewer
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 motivation for applying and how your skills align with the responsibilities of the role. Emphasise your communication skills and proactive approach to problem-solving.
Highlight Relevant Experience: In your application, specifically mention any previous work in banking or financial services. Detail your familiarity with reviewing records and maintaining data accuracy, as these are crucial for this position.
Prepare for the Questionnaire: Once shortlisted, you'll need to complete a Workforce Competency Questionnaire. Prepare by reflecting on your past experiences and how they relate to the key responsibilities of the File Reviewer role.
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 the role involves collaboration with colleagues and third parties, practice articulating your thoughts clearly. During the interview, demonstrate your communication skills by answering questions succinctly and confidently.
✨Prepare for Competency Questions
Expect competency-based questions that assess your problem-solving abilities and working style. Think of scenarios where you successfully met deadlines or improved processes, as these will highlight your proactive approach.
✨Familiarise Yourself with the Banking Sector
Having a basic understanding of the banking and financial services industry can set you apart. Research common practices and challenges in pension file reviewing to show your enthusiasm and readiness for the role.