File Collation Analyst

Benefits

Additional Information

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role. Job Description The File Collation Analyst is responsible for collating, reviewing and validating customer onboarding files for Bond and Annuity products, ensuring files are complete, accurate and audit ready. This is a delivery focused role requiring strong attention to detail, confidence working with financial services systems, and the ability to meet strict timeframes. Main Responsibilities Collate and review customer onboarding files following documented procedures Access and navigate policy administration systems (e.g. 4Front, BANCS, UAPS) to retrieve full customer records Identify whether cases are in scope, including checks for multiple or historic policies Gather and save all relevant documentation, including: Applications and proposal forms ID and verification evidence Adviser declarations and confirmations Bank account and payment verification Call notes and customer contact history Illustrations, cooling‑off notices and recommencement letters (Annuities) Complete product‑specific checklists (Bonds and Annuities) to confirm file completeness Upload files to SharePoint using agreed folder structures and naming conventions Accurately update tracking spreadsheets and maintain a clear audit trail Meet agreed SLAs (typically 7 working days per file ) Support peer checks before files are released for review Key Knowledge, Skills and Experience Financial services experience in operations, remediation, QA, compliance or risk Experience collating or reviewing customer files or evidence packs Strong attention to detail and ability to follow detailed procedures Understanding of CDD / ID verification and basic AML requirements Confident using multiple systems and managing large volumes of documents Well organised with the ability to meet fixed deadlines Methodical and accurate Comfortable working independently within a structured process Professional and security‑aware when handling sensitive customer data Proactive in identifying and escalating gaps or issues in files Desirable Experience with Bonds and/or Annuities Familiarity with legacy systems (e.g. 4Front, BANCS, UAPS) Experience using SharePoint document libraries and trackers Location: Stirling (Hybrid 2 - 3 days per week) Recruiter: Tanya Bains Closing Date: 16th June 2026

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