Job Description
As a Pension Review Analyst you will work with Openwork financial advisers to provide a full detailed analysis for clients existing pensions and investment schemes submitted for analysis, working within the agreed Service Levels set and in line with adviser needs.
You will analyse and input ceding scheme information to ensure the correct information is received and replayed in the Suitability Report. Ensuring that all cost information, features, and benefits are accurately input and represented in the analysis. Working to agreed service level agreements (SLAs) and both regulatory and Openwork Sales Process standards at all times.
This is a 12 Month Fixed Term Contract, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.
The benefits:
- Salary - £34,000
- Bonus scheme – on target bonus 7.5%
- Pension scheme – contribute up to 5% of your salary and Openwork will match you and add an extra 5...
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