Carry out QA role checking agreed sample rates of regulated complaint cases while achieving target.● Understand client policy and procedures and how to apply.● Manage case load and update all systems to ensure accurate daily reporting of MI.● Provide feedback and share learning points with team member and case handlers.

Conduct a complex past business review of Investment sales where the customer had an unsecured debt to determine redress.● Carry out complex calculations to establish redress for multi debt overdrafts, personal loans credit cards.● Effectively making a decision and corresponding with evidence to support the outcome.● Train and support new team members on a one to one basis resulting to sign off by quality controllers.

Working alongside senior management to shape the strategic process for identified project rework pots.● Draft detailed terms of reference documents to be signed off by senior management and external auditors to confirm process to complete substantial volume of rework within strict time limits.● Work productively when unsupervised using analytical skills and an inquiring mind.● Work with key stakeholders to establish a course of action to accomplish client goals.

Conduct a past business review of investment and life sales including the calculation of Redress.● Effectively making a decision and corresponding with evidence to support the outcome.● Actively manage a personal caseload whilst consistently achieving agreed objectives.● Extensive dialogue with customers and third parties with a view to making an amicable resolution and settlement.● Pilot and provide feedback on the development of a new auto remediation process tools to improve… Show more Conduct a past business review of investment and life sales including the calculation of Redress.● Effectively making a decision and corresponding with evidence to support the outcome.● Actively manage a personal caseload whilst consistently achieving agreed objectives.● Extensive dialogue with customers and third parties with a view to making an amicable resolution and settlement.● Pilot and provide feedback on the development of a new auto remediation process tools to improve efficiency. Show less

Delivering advice and arranging Investment, Pension and Protection solutions for clients detailing my advice within a written Suitability Report.

Delivering advice and arranging Investment, Pension, Mortgage, Protection and General Insurance solutions for clients.