Complaints Handler (Financial Services)
Up to £28k + Exceptional Benefits
CIRENCESTER
My Client is an extremely well established, growing wealth management specialist, with a superb working environment that truly believe their people are the reason for their success.
As Client Liaison Officer your role is to investigate complaints in compliance with Regulator’s complaint handling rules, across life, pension, investment and mortgage products as well as performance related issues. You will conduct thorough investigations into complaints allocated, paying attention to the evidence held, and in the course of investigation liaise with the client and Partner to ensure all facts are established and make decisions on each complaint case and calculate compensation where applicable. You will be responsible for making recommendations for compensation relating to complaints and to communicate the decisions to the client or their representative and members of the Partnership.
You will also be responsible for identifying any trends or issues relating to the Partner and report these to Group Risk. Whilst in the process of investigating the complaint you will liaise with sales management, business risk, third parties such as accountants, solicitors, IFA’s, the Financial Ombudsman Service, Professional Indemnity Insurers and their solicitors and the Administration Centre, either in writing or by telephone. You will produce a detailed report to include the reasons for the decisions reached, recommendations for compensation and or further action.
The ideal candidate MUST have worked in a complaint handling role within the financial services industry and have good technical knowledge of pensions, investments, life and mortgage products. As a minimum you will be qualified to CF1 – 5 or equivalent and ideally you will hold or being studying towards the Diploma.
This is a superb opportunity to work for an established employer who treat their staff with respect and give credit where credit is due, actively working hard to recognise individual performance.
BENEFITS:
Non-contributory Pension 10% of base salary rising to 12.5% then 15% following length of service Holiday entitlement 25 days rising to 30 days, Life cover equivalent to six times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, FREE Car Parking (Cirencester only), Childcare Vouchers, Season Ticket Loans
Company Description
Alexander Mae are recruitment specialists in Bristol & the South West, whether it's permanent, contract or temporary appointments we can help. We recruit at every level from the first job, returners to work, through to career advancement across diverse industry sectors within the commercial market.
