Manager, Financial Management
3 weeks ago
About the Company Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
The Group Head of Complaints will oversee and liaise with two Team Leaders and employees reporting into them in order to ensure the efficient and complaint handling of complaints across two regulated firms. The role includes checking and approving complaint response letters, ensuring complaints are recorded accurately, undertaking root cause analysis and analysing and presenting data to the Head of Compliance for each regulated firm for inclusion in Board reports.
Our client offers a great flexible working from home policy and career progression.
Salary is up to £50,000 per annum depending on experience along with a monthly bonus (£6,000 pa).
Complaint Handling:
Manage and oversee the entire complaints process from receipt to resolution.
Ensure all complaints are logged accurately and responded to within the company’s established timelines.
Investigate complaints thoroughly, gathering all necessary information to provide a comprehensive resolution.
Communicate effectively with customers to understand the nature of their complaints.
Maintain regular communication with customers throughout the complaint resolution process.
Collaborate with relevant departments to resolve complaints in a timely and efficient manner.
Escalate complex or unresolved issues to senior management as necessary.
Implement and monitor corrective actions to prevent recurrence of similar complaints.
Reporting and Analysis:
Prepare detailed reports on complaints trends and resolutions for senior management.
Analyse complaint data to identify patterns and areas for improvement.
Provide recommendations for improving customer service processes based on complaint analysis.
Training and Development:
Train and support staff in effective complaints handling and customer service techniques.
Keep abreast of best practices in complaints management and customer service.
Ensure all complaints are handled in compliance with company policies and relevant regulatory requirements.
Experience of handling financial services complaints
Experience analysing complaint data to identify systemic issues and implementing process improvements
Ability to train and mentor staff on effective complaints handling and customer service techniques
Experience leading or managing a team, particularly in a customer service or complaint handling environment
Financial services qualifications preferred however not essential
Free on-site parking
Hybrid
Bonus scheme
-
Financial Administrator
3 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full timeWe are proud to be a leading financial services firm, renowned for our client-centric approach and commitment to excellence.The qualities we look for in individuals who wish to join our team include a passion for delivering exceptional results, a focus on continuous learning and development, and a strong desire to make a meaningful contribution to our...
-
Platform Relationship Manager
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeJob Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...
-
Platform Relationship Manager
4 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeJob Title: Platform Relationship ManagerAt Jigsaw Financial, we are seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you will be responsible for building and maintaining strong relationships with our clients and partners.Key Responsibilities:Develop a deep understanding of our...
-
Platform Relationship Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeMy client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. Role Description This full-time role will be remote based in the North East but it is expected that a large portion of the your...
-
Platform Relationship Manager
4 weeks ago
Newcastle upon Tyne, Tyne & Wear, United Kingdom Jigsaw Financial Full timeMy client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. Role Description This full-time role will be remote based in the North East but it is expected that a large portion of the your...
-
Platform Relationship Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.Job SummaryThis is a full-time remote role based in the North East, with a focus...
-
Platform Relationship Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.Job SummaryThis is a full-time remote role based in the North East, with a focus...
-
Financial Professional
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeFinancial Professional ===================== We are seeking a highly skilled Financial Professional to join our team at Fletcher George Financial Recruitment. As a key member of our accounting practice, you will be responsible for preparing monthly management accounts, producing year-end accounts, and assisting with bookkeeping and financial...
-
Financial Professional
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeFinancial Professional ===================== We are seeking a highly skilled Financial Professional to join our team at Fletcher George Financial Recruitment. As a key member of our accounting practice, you will be responsible for preparing monthly management accounts, producing year-end accounts, and assisting with bookkeeping and financial...
-
Platform Relationship Manager
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout the RoleAt Jigsaw Financial, we're seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you'll be responsible for building and maintaining strong relationships with our clients and partners.Key ResponsibilitiesDevelop a deep understanding of our clients' businesses and provide...
-
Platform Relationship Manager
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout the RoleAt Jigsaw Financial, we're seeking a skilled Platform Relationship Manager to join our team. As a key member of our sales and relationship management team, you'll be responsible for building and maintaining strong relationships with our clients and partners.Key ResponsibilitiesDevelop a deep understanding of our clients' businesses and provide...
-
Financial Administrator
3 months ago
Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Platform Relationship Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.Job SummaryWe are seeking a highly skilled Platform Relationship Manager to join...
-
Platform Relationship Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a global investment manager founded in 2002. Our team of over 400 talented professionals manages over £20 billion for a range of clients, including individuals and families, financial institutions, corporations, charities, and trustees.Job SummaryWe are seeking a highly skilled Platform Relationship Manager to join...
-
Financial Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Yong Tai Berhad. Full timeJob Summary:Yong Tai Berhad is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for the preparation of monthly consolidation of the Group's financial and management reporting accurately and on a timely manner, including the quarterly consolidation of the Group's financial results...
-
Financial Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Yong Tai Berhad. Full timeJob Summary:Yong Tai Berhad is seeking a highly skilled Financial Manager to join our team. As a key member of our finance department, you will be responsible for the preparation of monthly consolidation of the Group's financial and management reporting accurately and on a timely manner, including the quarterly consolidation of the Group's financial results...
-
Financial Accountant
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeOur client, a leading firm of Chartered Accountants and Tax Advisers, is seeking a highly skilled Qualified ACA/ACCA Accountant / Accounts Senior to join their Newcastle Business Services team. This role offers a unique opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional financial services to clients. **Key...
-
Financial Accountant
7 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeOur client, a leading firm of Chartered Accountants and Tax Advisers, is seeking a highly skilled Qualified ACA/ACCA Accountant / Accounts Senior to join their Newcastle Business Services team. This role offers a unique opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional financial services to clients. **Key...
-
Senior Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeOutsourcing Senior Manager, York, with Hybrid workingFletcher George Financial Recruitment is seeking a highly skilled and experienced Outsourcing Senior Manager to join our team in York. As a key member of our team, you will be responsible for developing and maintaining strong business relationships with our clients, providing expert advice and guidance to...
-
Senior Manager
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Fletcher George Financial Recruitment Full timeOutsourcing Senior Manager, York, with Hybrid workingFletcher George Financial Recruitment is seeking a highly skilled and experienced Outsourcing Senior Manager to join our team in York. As a key member of our team, you will be responsible for developing and maintaining strong business relationships with our clients, providing expert advice and guidance to...
