Complaint Handler - Pensions & Investments

THE ROLE

Role: Complaint Handler - Pensions & Investments

Start Date: 5th February 2024

Contract end date: 30/06/2024 (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 SIPP wrappers containing underlying funds - in both accumulation and decumulation phases 
  
• OEICs – both ISA and non-ISA
  
• Investment Bonds
  
• Potentially there could also be complaints related to:
  

1. Venture capital products such as VCTs and EIS schemes
   
2. DB pension transfer advice.
   

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)

·       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 a