A financial planning business are looking to hire a Complaints Specialist to investigate and resolve pension advice and servicing complaints in an accurate and timely manner, achieving fair client outcomes.
Main Responsibilities:
*Handling all aspects of a complaint from initial acknowledgement through to redress calculations and FOS escalations.
*Managing complaints workflow, handling multiple complaints at a time to ensure they are processed within regulatory timescales
*Managing all FOS communication as required
*Primary contact for Professional Indemnity insurers for queries and liaison
*Investigating and analysing root causes for complaints, escalating issues and trends, and providing solutions and actions
*Liaising with staff across the whole business and at all levels, communicating updates and core findings from analysis
Job Requirements:
*Minimum 3 years experience within a similar complaints role within a similar environment (wealth management/financial planning) assessing pension advice.
*DipFA level 4 qualification required (AF7 a bonus)
*Experience of all complaints processes including redress calculations, FOS escalations, root cause analysis, MI production, and Regulatory Reporting
*Good communicator, comfortable dealing with all levels of staff.
Unless otherwise stated, candidates must have the right to work in the UK.
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