This is a remote position.
Role: File Reviewer (Pensions & Investments)
Day Rate: £260 inside IR35
Start Date: March 2026
Location: Remote
IT Equipment Provided
Role Overview
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 Date 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
Supplementary Responsibilities
* 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
Experience and Skills:
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
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