Pensions & Financial Services Case Analyst — High-Impact

Fintelligent Search Ltd; Manchester; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Bonus up to £300/mo

Structured training and career support

Potential share scheme eligibility

Job summary

Fintelligent Search Ltd is seeking a Financial Services Case Analyst to manage a busy caseload, review pensions and investments data, and produce accurate, compliant evaluations.

You will work within a regulated framework, applying defined processes and ensuring completeness, accuracy and quality. This office-based role offers structured training and career development in a fast-growing financial services business.

Qualifications

• Experience in a busy, process-driven or regulated environment.
• Background in financial services, insurance, mortgage or claims handling is relevant.
• Comfortable handling a high caseload with accuracy.

Responsibilities

• Manage a high volume of customer cases and progress them to timescales.
• Review provider information, policy details and supporting documentation.
• Assess information against defined processes and regulatory standards.
• Identify missing information and required actions to progress a case.

Skills

Attention to detail

Numerical ability

Communication

Regulatory knowledge

Job description

Fintelligent Search Ltd is seeking a Financial Services Case Analyst to manage a busy caseload, review pensions and investments data, and produce accurate, compliant evaluations.

You will work within a regulated framework, applying defined processes and ensuring completeness, accuracy and quality. This office-based role offers structured training and career development in a fast-growing financial services business.