Job Description
THE ROLE
Role: Pensions and Investments Complaint Handler (rates up to £250pd dependant on qualifications)
Start Date: 10th June 2024
Contract end date : 31/12/2024 (likelihood of extension)
Location: Remote working
We are currently looking for a Complaint Handlers to work in a results orientated, quality controlled environment where being able to work with a high level of accuracy to prescribed processes and strict deadlines is essential. You will be working as part of a high-quality team helping a major financial service provider as part of a Pensions and Investments Workstream.
Key products that the complaint handlers will be supporting with are;
* Pensions – predominantly Personal Pensions as well as SIPP wrappers containing underlying funds – in both accumulation and decumulation phases.
* OEICs – both ISA and non-ISA
* Experience within complaints around product advice and the suitability of the product to the customer
* Investment Bonds
EXPERIENCE / SKILLS REQUIRED:
Essential
* Extensive case handling/complaint handling experience, ideally within Financial Services
* Experience of dealing with customers in a regulated environment (Pensions and Investments is a MUST)
* Previous experience of calculating redress for pensions in both accumulation and decumulation an advantage
* Strong WIP Management with the ability to work through multiple cases concurrently to achieve productivity targets
* Ability to demonstrate decision making using a holistic approach
* PC skills (Word and Excel)
* Strong literacy / numeracy
* Excellent attention to detail and accuracy
* Ability to work to demanding deadlines (workflow & time management)
* Ability to attain and maintain specified quality and production targets
* Ability to work independently & as part of a rapidly changing team
* Demonstrate an ability to work with honesty, integrity and trustworthiness
* Maintain high standards of professionalism and competence
* Good communication skills
Requirements
• Pensions – predominantly Personal Pensions as well as SIPP wrappers containing underlying funds – in both accumulation and decumulation phases. • OEICs – both ISA and non-ISA • Experience within complaints around product advice and the suitability of the product to the customer • Investment Bonds