Job Description
Role: Redress Handler (Pensions & Investments) Day Rate: £260 inside IR35
Location: Remote
IT Equipment Provided
Role Overview
We are currently looking for Redress Handlers 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 redress calculations for the client and its customers in line with prescribed processes.
Key Responsibilities
• Data Gathering, reviewing and interrogating systems to inform redress calculations
• Conduct manual redress calculations
• Conduct complex calculations
• Write offer letters
• Write payment letters
Supplementary Responsibilities
• Learn and understand the process in depth
• Rapidly incorporate ongoing business and process changes into your ways of working and conducting redress calculations
• Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards
• Support other team members with their redress calculation duties
Experience and Skills:
Essential
• Minimum 2 years experience conducting Redress calculations with a range of calculation tools, including Redress Manager (with investment experience preferred).
• Experience performing manual redress calculations applying redress principles including
• Benchmark comparison calculations
• Debt calculations comparing interest paid against investment growth
• Undertaking simple and complex apportionments
• Exasoft Redress Manager or a similar software
• Proficiency in using Microsoft Excel / attention to details / analytical thinking
• Excellent attention to detail and accuracy
• Excellent communication and presentation skills
• Ability to work to demanding deadlines
• Ability to attain and maintain specified quality and production targets
• Ability to work remotely/ independently & as part of a rapidly growing team
• Demonstrate an ability to work with honesty, integrity and trustworthiness
• Maintain high standards of professionalism and competence
Desirable
• Experience performing manual redress calculations applying knowledge of Investment and Pension products (Money Purchase/Defined Contributions only)
• Ability to interpret transactional history data for complex investment products including Discretionary Fund Management transactions
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