Experienced Case Handler - Pension and Annuities Project

Momenta Operations Ltd
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Experienced Case Handler - Pension and Annuities Project

What's the Role?

Our client, a "Big Four" Professional Services firm, is looking for Experienced Case Handlers to join a new, high-profile pension case handling project in Gatwick. This is an exciting opportunity to be part of a dynamic large-scale operation in the financial services industry, you will be working in a high-quality team carrying out case reviews for a major financial service provider, as part of a Past Business Review related to retirement options.

Tell Me More

  • Start date: April 2018
  • Location: Gatwick, West Sussex commutable from London, Brighton and Guildford.
  • Rate: £170 per day
  • Duration: 12 months
  • Commitment to the duration of the contract is expected

The Benefits for You

You'll be working on a technical review project run by a global consultancy and advisory firm where you can use existing knowledge and experience to make a difference, as well as advance your experience and develop new skills.

Your day-to-day activities will include:

  • Carrying out reviews of verbal & written communication and making a holistic compliance assessment;
  • Production of customer letters;
  • Assessing evidence you have collated/ obtained from third parties to review cases; and
  • Working with a wide range of systems to manage data

What Knowledge, Skills & Experience We Need

  • Minimum 6 months case handling experience within financial services
  • Strong decision-making skills and the ability to communicate rationales clearly
  • Strong written and verbal communication skills
  • Ability to provide excellent customer service with a strong focus on fair customer outcomes, and treating customers fairly
  • Work to defined performance standards and contribute to team and customer outcomes
  • Highly organised and able to prioritise a variety of tasks
  • Excellent analytical and letter writing skills with strong attention to detail
  • Previous experience using Microsoft Office, in particular Word and Excel
  • Driven to achieve targets and take ownership of workload

Next Steps

To express your interest in this opportunity, don't delay; please send your CV to: or call our Resourcing Team on

About us

Momenta are a market leading financial services resourcing business. Momenta have excellent opportunities to develop and enhance your experience within the financial services industry. If you have the skills and experience for this exciting role then apply today and don't miss out on this exceptional opportunity to join the company that provides quality resource, consulting expertise and people development for financial services companies in the UK.

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