You will be focusing on a mix of complaints around pensions and Investment products relating to suitability of advice and servicing issues. You will be providing excellent customer service from the start of the complaint to resolution and weighing up all the information to conclude a fair outcome in a final response letter.
Candidates will be working fully remote, 35 hours per week, Monday-Friday, 09:00-17:00.
Key responsibilities as a Pension and InvestmentComplaint Handler:
- Taking ownership of a pipeline of cases from start to resolution
- Reviewing customer servicing and suitability complaints related to their product
- Analysing documents and communications to aid decision
- Contacting customers to understand the situation in more detail
- Logging updates on the system
- Writing full final response letters
- Diploma Level 4 Qualified is advantageous
- Level 3 (FPC) qualification minimum required
- Previous experience in pensions or investments suitability complaints
- Great communication and written skills including final response letters
- Proactive and passionate about finding a fair outcome for each customer
To apply for this role as Pension and InvestmentComplaint Handler, please click apply online and upload an updated copy of your CV.
If you are successful and offered an opportunity, we will need to carry out pre-engagement screening, this will usually include a DBS Check, Credit Check, and references from previous employers.
To help you stay safe in your job search we will never ask for your bank details at the application stage.
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