Complaints Specialist - eFinancialCareers : Job Details

A financial planning business are looking to hire a Complaints Specialist to investigate and resolve pension advice and servicing complaints in an accurate and timely manner, achieving fair client outcomes.

Main Responsibilities:

• Handling all aspects of a complaint from initial acknowledgement through to redress calculations and FOS escalations.
• Managing complaints workflow, handling multiple complaints at a time to ensure they are processed within regulatory timescales
• Managing all FOS communication as required
• Primary contact for Professional Indemnity insurers for queries and liaison
• Investigating and analysing root causes for complaints, escalating issues and trends, and providing solutions and actions
• Liaising with staff across the whole business and at all levels, communicating updates and core findings from analysis

Job Requirements:

• Minimum 3 years experience within a similar complaints role within a similar environment (wealth management/financial planning) assessing pension advice.
• DipFA level 4 qualification required (AF7 a bonus)
• Experience of all complaints processes including redress calculations, FOS escalations, root cause analysis, MI production, and Regulatory Reporting
• Good communicator, comfortable dealing with all levels of staff.

Unless otherwise stated, candidates must have the right to work in the UK.

The CLARC Guarantee - we 100% guarantee that your CV will never be sent to a client without your prior expressed permission so all of your details are totally secure with us. Please note due to the volume of applications we sadly cannot reply to every application we receive and only successful applications will be contacted, however your details will be registered for consideration for more suitable opportunities as we get them.