
Senior Financial Services Evaluator
21 hours ago
About this Role
We are seeking an individual to evaluate and rate financial products/services offered by UK-based banks and institutions.
This role involves conducting research, analysis, and providing insights to assist customers in making informed financial decisions.
- Key Responsibilities:
- Conduct research and gather data for product/service ratings (including mystery shopping).
- Analyze terms and conditions documents and financial offerings.
- Maintain and update rating sheets (Google Sheets/Excel).
- Ensure the Insight Portal is up-to-date with accurate information.
- Track market trends and refine rating methodologies.
Required Skills
- Strong research and analytical skills
- Proficiency in Excel/Google Sheets
- Excellent communication skills
Preferred Skills
- Prior experience in banking/insurance/financial services
- Detail-oriented with strong organizational skills
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