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?
1. If your application is shortlisted, a dedicated recruiter will contact you for an initial conversation about the role.
2. 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.
3. 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.