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Case Review Officer l Financial Services

Full Time
Job Sector:
Financial Services / Insurance
Bristol North / South Gloucestershire
Salary description:
£35k per year + Bonus + Benefits
Start Date:
Alexander Mae
Job Ref:

The Company
Superb organisation that genuine value their staff. Market leader in their field.

The Job:
The main purpose of this role is to investigate and resolve potential complaints relating to financial advice. The objective is to review the situation, to understand what has gone wrong and identify what needs to be done to correct it - while causing minimal disturbance to the client and protecting our relationship with them.

Key Responsibilities:
Where recommendations are identified as unsuitable, you will investigate the background and recommend changes that amend the client's situation, while recognising any financial loss.
You will liaise with the Business, Field Management, external Actuaries, Professional Indemnity Insurers, the Admin Centres and others to collate the information required to assess and rectify the situation.
To ensure the matter is handled in a way that reflects the principle of treating clients fairly and the advice guarantee offered in support of all our products and services.
Communicating decisions accurately and sensitively to the client and the Business.

The Person:
A good understanding of the Industry, along with the products and services it provides.
Good technical knowledge of life, pensions and investments.
Experience of advising, complaint handling or working in a Quality Control/Business Checking environment within the Industry.
Excellent communication skills, both verbal and written and the ability to make decisions and clearly document them, detailing reasoning and action required.
Ability to work under pressure and manage your own work load, reflecting changes in priority to meet deadlines as required.

Required Technical Knowledge & Qualifications:
CII Certificate in Financial Planning (CF1-5) or Financial Planning Certificate (FPC1-3) ideally
CII Level 4 Diploma in Financial Planning (or equivalent) preferred or a willingness to work towards

The Benefits;
Initial Share Allocation of 30% nil cost share option, Substantial Performance Bonus up to 56% (50% paid in cash and 50% paid in shares), Company Car, 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 / death in service 10 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, Childcare Vouchers, Season Ticket Loans.

The hours: Monday to Friday 9am - 5pm

The location: Gloucestershire area

The Salary: U p to £35,000 + Annual Bonus & Superb Benefits

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.

Closing Date:

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