Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project. You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed. To be a part of this project, you must have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, and Non-ISAs,combined with experience of handling complaints relating to product advice and suitability.
Location: RemoteRate: £220 per day (inside IR35)Hours: Monday - Friday, 8 hours per day
Role:-
1. Review and access how Pension and Investment products were sold and advised to customer.
2. Review case handling and complaint handling procedures.
3. Work with pension products, primarily SIPP wrappers containing underlying funds, in both accumulation and decumulation phases.
4. Work with investment products such as OEICs, both ISA and non-ISA, and Onshore and Offshore Bonds.
5. Review complaints related to Venture Capital products like VCTs and EIS schemes and DB pension transfer advice.
6. Conduct case reviews, assess various provider responses, and progress cases through an agreed process flow.
7. Review data and evidence gathered within the scope of customer complaints to assess eligibility.
8. Liaise with relevant third parties via phone when required.
9. Adhere to processe...