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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