Location: Ribchester, PR3
We currently have a fantastic opportunity for a graduate to join our claims management team. Your role will focus on helping the resolution of investment claims between our clients and financial institutions, Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS). As a case worker on financial claims, you will be responsible for ensuring that clients queries are dealt with quickly and efficiently. You will liaise regularly with a wide range of clients and financial advisers over the phone and in writing. The case worker is mainly responsible for creating strong a case for our clients. This involves analysing a client's portfolio and examining available evidence to build the argument which would influence the decision on whether or not this case would be successful. We are looking for someone with attention to detail, initiative, and the ability to multi-task.
Roles and Responsibilities
Reviewing and investigating complaints across various financial products
Handling caseload of complex Pension and Investment mis-selling complaints against Financial Institutions in line with compliance and legislation.
Checking advisers Reports for the quality of advice given and establishing if the client has been mis-sold.
Checking files to ensure that the advice had been given in a compliant manner establishing if the client has been mis-sold.
Analysing investments to evaluate losses on investments due to mis-advice
Completion of Client Fact Find interviews to exacting standards to ensure viability of complaint and potential outcomes.
Produced bespoke and individually tailored complaint report questioning the original pension/investment advice including the generation of complaint letters to Financial Institutions, FOS and submitting FSCS applications.
Effective case management ensuring cases progress in a timely manner, building rapport with Clients, dealing with any queries, logging information relating to each client onto CRM System.
Sound experience of working with the Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS) an understanding of their processes and requirements
Excellent attention to detail and accuracy skills
Very strong administration and IT skills (Excel, Word and PDF)
Confident telephone skills and communication (polite, clearly spoken and articulate)
You should be driven, flexible and able to work to targets and take ownership of workload Qualifications and necessary skills:
A University Degree, 2:2 or above
Excellent Excel skills (including Pivot Tables and Macros)
Proficient in Word and Adobe PDF
Attention to Detail
Customer Service Experience
Positive Friendly Attitude and Teamwork
Job type: Permanent
Get in touch
0161 974 7080
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