Assess and validate pension and investment claims by reviewing supporting documentation, gathering additional information where required, and determining claim eligibility. 

Perform accurate loss calculations and prepare clear assessment reports, ensuring all records and documentation are maintained in line with company policies and regulatory requirements. 

Conduct customer touchpoint calls in accordance with regulatory guidance and Standard Operating Procedures, providing a positive and compliant customer experience. 

Support quality assurance by providing feedback to the pre-assessment team, maintaining high-quality standards, and ensuring work is completed accurately first time. 

Monitor and take ownership of individual KPIs and quality targets, proactively escalating challenges, queries, exceptions, or risks to the Team Leader as required. 

Participate in daily team huddles, contribute to continuous improvement initiatives, and support enhancements to case assessment and claim quantification processes.