Pension Case Review Officer

Maloy & Flynn
14 Apr 2019
10 May 2019
Contract Type
Full Time
Pension Case Review Officer 20,000- 25,000 depanding on experience OTE 30,000

Key purpose:

To undertake review activities which interrogate, investigate and challenge pension mis-selling claims opportunities.


* Communication – verbal and written

* Relationships – with business management, clients, and business partners

* Skills – investigative, judgement and attention to detail

* Relevant technical knowledge (of pension products and regulatory standards for conducting sales, and the dispute resolution and compensation bodies available to retail clients)
Key accountabilities:

* To review submitted claims opportunities arising from alleged pensions mis-selling, assessing cases against relevant conduct of business standards

* To assist clients in drafting financial mis-selling complaints in accordance with MRL’s business standards and the requirements of the regulatory bodies

* To support claims submissions by communicating and maintaining procedures and methodologies (and to encourage the adoption of best practice, efficiencies and economies of scale where appropriate)

* To engage with Key Stakeholders to ensure that relevant regulatory standards and compensation bodies appropriate to cases are identified, communicated and addressed during monitoring

* Interpret and apply relevant regulatory and legislative guidance to the submissions and provide pragmatic alternative solutions and support to the business where standards are deemed to be non-compliant

* To present findings and reports including suggestions for relevant remedial actions, in a clear, accurate and consistent manner

* To maintain appropriate and sufficient records to support and evidence the approach and outcomes of each monitoring activity

* To maintain and develop relationships with key business customers whilst retaining the independent status required of a monitoring and assurance function

* To escalate risks and issues to the senior management team as appropriate.
Skills, knowledge and experience:

* ideally have worked in a compliance monitoring/ complaints or complaint handling environment before

* ideally have knowledge of pensions

* Minimum Qualification GCSE English B

* Preferably knowledge of relevant financial services regulations and legislation

* Ideally relevant financial services qualifications

* PC skills including Word and Excel

* Good problem solving and analytical skills and an ability to exercise strong judgment skills and decision making

* Good organizational skills with a strong ability to prioritise workloads and issues

* A friendly, helpful and positive manner with an optimistic, open and flexible approach to change.

* Strong communication (including report writing), challenging, investigative, influencing and presentational skills

* Ability to produce timely and accurate reports delivering key issues and messages with minimal managerial input. Taking appropriate ownership and responsibility for timeliness and quality of delivery

Due to the high volume of applications we receive if you have not heard from us within 7 days then your application has been unsuccessful. We will keep your information on our database and will be in touch should other suitable opportunities become available.

Maloy & Flynn Recruitment is an equal opportunities employment consultancy for both temporary and permanent positions in Sales and Marketing, Engineering, Construction, Head Office Support, Administration, Apprenticeships, Customer Services and Call Centre.

Please refer to our website for more opportunities

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