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Level 4 Qualified??Pensions & Investments Case Handler
Level 4 Qualified??Pensions & Investments Case Handler
central-london,london
Nov 27, 2024
  • Hours Full Time
  • Salary 250.00 - 250.00 GBP Daily
  • Recruiter Diana Duggan UK Limited
  • Closes 19 Jan 2024
  • Course No
  • Contract type Permanent
  • Recruiter Type Direct Employer
Description

We are currently looking for 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.

Location: remoteContract length: Initially 6 month contract (intention to extend)Rate: GBP250 per day (inside IR35)Hours: Monday - Friday, 8 hours per day

Role:-

Complete Case Handling and Complaint Handling review within Pensions and Investments

Pensions - predominantly SIPP wrappers containing underlying funds - in both accumulation and decumulation phases.OEICs - both ISA and non-ISAInvestment BondsPotentially there could also be complaints related to Venture capital products such as VCTs and EIS schemes and DB pension transfer advice.Carrying out case reviews, reviewing various provider responses and progressing cases through an agreed process flowReview data and evidence gathered in line with the scope of the customer complaint in order to assess eligibilityWhere required, liaise with relevant 3rd parties via phoneWork in line with process and procedures and COMP rulesProduce required response lettersWork with a claims management workflow systemEnsure data protection remains a focus Essential experience: -

Level 4 Qualification or similarExtensive case handling/complaint handling experience, ideally within Financial ServicesExperience of dealing with customers in a regulated environment (Pensions and Investments is a MUST)Ability to demonstrate decision making using a holistic approachExcellent attention to detail and accuracyAbility to work to demanding deadlines (workflow & time management)Ability to attain and maintain specified quality and production targetsAbility to work independently & as part of a rapidly changing teamDemonstrate an ability to work with honesty, integrity and trustworthinessMaintain high standards of professionalism and competenceGood communication skillsGood letter writing skillsGood telephony skills If you would like to be considered, please send your CV to Diana Duggan Associates without delay.

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