Job Overview
Apply now Pension Case Review Officer - 9-5 Mon - Thu, Fri 9-3 My client is a specialist claims management company with a number of available opportunities for Pension Case Review Officers. They provide support to customers of banks and building societies who have been mis-sold pension & investment plans and work closely with them to recover funds that they are owed. Key purpose: To undertake review activities which interrogate, investigate and challenge pension mis-selling claims opportunities. Dimensions: Communication - verbal and written Relationships - with business management, clients, and business partners Skills - investigative, judgement and attention to detail Relevant technical knowledge (of pension products and regulatory standards for conducting sales, and the dispute resolution and compensation bodies available to retail clients) Key accountabilities: To review submitted claims opportunities arising from alleged pensions mis-selling, assessing cases against relevant conduct of business standards To support claims submissions by communicating and maintaining procedures and methodologies (and to encourage the adoption of best practice, efficiencies and economies of scale where appropriate) To engage with Key Stakeholders to ensure that relevant regulatory standards and compensation bodies appropriate to cases are identified, communicated and addressed during monitoring Interpret and apply relevant regulatory and legislative guidance to the submissions and provide pragmatic alternative solutions and support to the business where standards are deemed to be non-compliant To present findings and reports including suggestions for relevant remedial actions, in a clear, accurate and consistent manner To maintain appropriate and sufficient records to support and evidence the approach and outcomes of each monitoring activity To maintain and develop relationships with key business customers whilst retaining the independent status required of a monitoring and assurance function To escalate risks and issues to the senior management team as appropriate. Skills, knowledge and experience: ideally have worked in a compliance monitoring environment before ideally have knowledge of pensions Preferably knowledge of relevant financial services regulations and legislation Ideally relevant financial services qualifications PC skills including Word and Excel Good problem solving and analytical skills and an ability to exercise strong judgment skills and decision making Good organizational skills with a strong ability to prioritise workloads and issues A friendly, helpful and positive manner with an optimistic, open and flexible approach to change. Strong communication (including report writing), challenging, investigative, influencing and presentational skills Ability to produce timely and accurate reports delivering key issues and messages with minimal managerial input. Taking appropriate ownership and responsibility for timeliness and quality of delivery