Financial Planning and Analysis

• Conduct suitability assessments across a range of different product types (including ISA, OEICs, Investment Bonds, Structured Products and Pensions)
• Carry out customer contact (where required) to conclude Suitability Assessment
• Where applicable, perform Data Gathering and Data Enrichment & Validation activity (‘DE&V’)
• Redress calculations
• Deliver high quality review outcomes documenting decision rationale in line with suitability review guidance
• Write final response letters
• Learn and understand the process in depth
• Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews
• Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards
• Support other team members with their case reviews

File Reviewer – Pensions & Investments

Experienced German MTPE Specialist, Finance

Native Chinese Translator – Cantonese, Finance, iGaming

Cantonese Translator, Finance, iGaming

Financial Business & Planning Analyst