Resolutions Specialist

3 weeks ago


Gillingham, United Kingdom Waterhouse-Kern Associates Full time
Waterhouse-Kern Associates are working with a leading Financial Advisers to find a Resolutions Specialist. This can either be on a permanent, contract or temporary-to-permanent basis. You must have experience of the resolutions/complaints field in Financial Services with Dip PFS Level 4 qualification,

Purpose of the role

· To investigate and resolve complaints in an accurate and timely manner, achieving fair client outcomes

Skills and knowledge

· Detailed knowledge of FCA regulated complaints DISP requirementsn· Strong attention to detail and accuracyn· Ability to interpret and analyse complex informationn· Good communication and interpersonal skills with ability to adapt style to audiencen· Excellent letter writing skillsn· Excellent numeracy skillsn· Ability to effectively organise, manage and prioritise time

Qualification requirement

· Dip PFS Level 4 qualification (or equivalent)n· Experience in handling advice and administration complaints in a financial services environment, including completion of redress calculations

Responsibilities Specific

· Investigating complaints and drafting acknowledgements and final responses within the regulatory timeframesn· Communicating with clients to attempt resolution at the first point of contact and keep them updated throughout the resolution processn· Accurately recording complaints, ensuring the complaint file is organised and kept updated · Conducting redress calculations in accordance with DISP rules


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