Complaint Handler Pension Investments 10th June

THE ROLE

Role: Pensions and Investments Complaint Handler (rates up to 250pd dependant on qualifications)

Start Date: 10th June 2024

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 nonISA
  
• 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