Graduate Case Handler - Pension And Annuities
- A Deloitte run project, reviewing customer cases relating to the sale of annuity products.
- Collaborate between departments to help carry out the investigation on customer cases and be able to make judgements based on the evidence, to decide if FCA guidelines were followed for the sale of these products.
- Adhering to performance standards; met daily deadlines, whilst achieving high quality, which resulted in achieving the quality award.
- Recommend and calculate redress.
- Train new members on how to use the different software’s to ensure the effective and efficient running of project operations.
- Working towards a qualification in CII.