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File Reviewer

February 28, 2026

This is a remote position. Role: File Reviewer (Pensions & Investments) Day Rate: £260 inside IR35 Start Date: March 2026 Location: Remote IT Equipment Provided Role Overview We are currently looking for Investment File Reviewers 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 file reviews for the client and its customers in line with prescribed processes. Key Responsibilities <ul> <li>Conduct suitability assessments across a range of different product types (including ISA, OEICs, Investment Bonds, Structured Products and Pensions) </li> <li>Carry out customer contact (where required) to conclude Suitability Assessment </li> <li>Where applicable, perform Data Gathering and Date Enrichment & Validation activity (‘DE&V’) </li> <li>Redress calculations </li> <li>Deliver high quality review outcomes documenting decision rationale in line with suitability review guidance </li> <li>Write final response letters </li> </ul> Supplementary Responsibilities <ul> <li>Learn and understand the process in depth </li> <li>Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews </li> <li>Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards </li> <li>Support other team members with their case reviews </li> </ul> Experience and Skills: Essential: <ul> <li>Minimum 6 months experience conducting Suitability Assessments </li> <li>Strong customer focus and experience working in a customer-facing environment </li> <li>Excellent attention to detail and accuracy </li> <li>Excellent communication and presentation skills and ability to communicate effectively with customers </li> <li>Ability to work to demanding deadlines </li> <li>Ability to attain and maintain specified quality and production targets </li> <li>Ability to work remotely/ independently </li> </ul> Desirable <ul> <li>RQF Level 4 in a suitable qualification e.g. CII Diploma in Regulated Financial Planning </li> <li>2 years’ experience conducting Suitability Assessments </li> <li>Experience performing manual redress calculations </li> <li>Experience of contacting customers to conduct suitability reviews </li> <li>Experience dealing with vulnerable customers </li> <li>Experience of calculating redress using Exasoft redress manager </li> <li>Experience of Whole Life or Tax inheritance </li> </ul> #LI-Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...