Pension & Investment Data Consultant (Hybrid)

The Openwork Partnership; Swindon; Hybrid; GBP 34,000; Full time

Job summary

A financial advisory network is seeking a Centralised Data Analysis consultant to provide cost analysis for Legacy Asset cases. This hybrid role based in Swindon requires candidates to have a strong understanding of pension and investment products, alongside excellent customer service skills. The consultant will ensure accurate data entry and compliance with regulatory standards, working closely with advisers. The position offers a competitive salary and various benefits, reflecting our commitment to employee development and inclusivity.

Benefits

Salary - £34,000

Bonus scheme – on target bonus 7.5%

Pension scheme with matching contributions

Critical illness cover

27 days holiday + bank holidays

Flexible benefits including private medical insurance

Qualifications

• Strong understanding of pension and investment products.
• Previous experience dealing with advisers and providers.
• Knowledge of safeguarded benefits and SIPPs.
• Good understanding of Financial Conduct Authority requirements.
• Ability to communicate effectively and negotiate.

Responsibilities

• Review and analyse ceding scheme information.
• Ensure information is keyed accurately to standards.
• Prioritise work to meet service level agreements.
• Engage with advisers while providing excellent customer service.
• Support team improvements and efficiency projects.

Skills

Understanding of pension and investment products

Customer service

Problem solving skills

Attention to detail

Job description

A financial advisory network is seeking a Centralised Data Analysis consultant to provide cost analysis for Legacy Asset cases. This hybrid role based in Swindon requires candidates to have a strong understanding of pension and investment products, alongside excellent customer service skills. The consultant will ensure accurate data entry and compliance with regulatory standards, working closely with advisers. The position offers a competitive salary and various benefits, reflecting our commitment to employee development and inclusivity.