Pension and Investment Case Handler

4 weeks ago


London, United Kingdom Diana Duggan UK Limited Remote Work Freelance Full time

Our client is hiring Level 4 qualified Pensions and Investment Complaint Handlers to support a review project. You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed. On top of being Level 4 qualified, you must also have knowledge of pension and investment products such as SIPPs, OEICs, ISAs, Non-ISAs, and bonds, and have good experience in handling complaints relating to product advice and suitability.

Location: RemoteRate: £250 per day (inside IR35)Hours: Monday - Friday, 8 hours per day

Role:-

  • Review and access how Pension and Investment products were advised and sold to customers.
  • Act as an SME and provide knowledge and advice about different product to your team
  • Review case handling and complaint handling procedures.
  • Work with pension products, primarily SIPP wrappers containing underlying funds, in both accumulation and decumulation phases.
  • Work with investment products such as OEICs, both ISA and non-ISA, and Onshore and Offshore Bonds.
  • Review complaints related to Venture Capital products like VCTs and EIS schemes and DB pension transfer advice.
  • Conduct case reviews, assess various provider responses, and progress cases through an agreed process flow.
  • Review and support team members with understanding of customer journey and products
  • Review data and evidence gathered within the scope of customer complaints to assess eligibility.
  • Liaise with relevant third parties via phone when required.
  • Adhere to processes, procedures, and regulatory guidelines such as FCA and COMP rules.
  • Generate required response letters.
  • Work within a claims management workflow system.
  • Ensure a focus on data protection.

Essential Experience:-

  • Experience in reviewing complaints within the Pensions and Investment field is a MUST.
  • Experience as a case handler
  • Must have a level 4 qualification within Pensions and Investments
  • Ability to work within demanding deadlines (workflow & time management).
  • Ability to attain and maintain specified quality and production targets.
  • Demonstrate an ability to work with honesty, integrity, and trustworthiness.

If you have Pensions and Investment complaint experience, send your CV to Diana Duggan Associates without delay



  • London, United Kingdom Diana Duggan UK Limited Remote Work Freelance Full time

    Our client is hiring experienced Pensions and Investment Complaint Handlers to support on a review project. You will be examining how different pension and investment products were sold, checking whether correct and appropriate procedures were followed. To be a part of this project, you must have knowledge of pension and investment products such as SIPPs,...

  • Case Handler

    2 days ago


    London, United Kingdom Capita Full time

    Claims Handlers (Up to £24,000 D.O.E.) Monday - Friday 8am - 6pm Work from home / Remote **Job title**: Case Handler We are currently looking for Claims Handlers to work in a fast paced, quality-controlled environment where you will be required to work with a high level of accuracy to prescribed processes and strict deadlines. You will be working as...


  • London, United Kingdom Deloitte - Recruitment Full time

    THE ROLERole:  Pensions and Investments Complaint Handler (rates up to £250pd dependant on qualifications)Start Date: 10th June 2024 Contract end date  : 31/12/2024 (likelihood of extension)Location:  Remote workingWe are currently looking for a Complaint Handlers to work in a results orientated, quality controlled environment where being able to...


  • London, United Kingdom Deloitte - Recruitment Full time

    THE ROLERole:  Pensions and Investments Complaint Handler (rates up to £250pd dependant on qualifications)Start Date: 10th June 2024 Contract end date  : 31/12/2024 (likelihood of extension)Location:  Remote workingWe are currently looking for a Complaint Handlers to work in a results orientated, quality controlled environment where being able to...

  • Case Handler

    3 days ago


    London, United Kingdom Adecco UK Full time

    We are supporting our client in hiring several Case Handler's to join their team. Our client are an independent, not-for-profit organisation that resolve any financial disputes which a business and a consumer have been unable to solve themselves. They make decisions that feel fair to both sides and if they decide someone has been treated unfairly, they have...

  • Case Handler

    2 weeks ago


    London, United Kingdom Adecco UK Full time

    We are supporting our client in hiring several Case Handler's to join their team. Our client are an independent, not-for-profit organisation that resolve any financial disputes which a business and a consumer have been unable to solve themselves. They make decisions that feel fair to both sides and if they decide someone has been treated unfairly, they have...

  • Pensions Case Handler

    4 weeks ago


    London, United Kingdom Deloitte - Recruitment Full time

    This is a remoteposition.THEROLEWe arecurrently looking for a Case Handler to work in a result orientatedqualitycontrolled environment where being able to work with a highlevel of accuracy to prescribed processes and strict deadlines isessential. Youwill be working as part of ahighquality team helping amajor financial service provider as part of a Pensions...

  • Pensions Case Handler

    2 weeks ago


    London, United Kingdom Deloitte - Recruitment Full time

    This is a remoteposition.THEROLEWe arecurrently looking for a Case Handler to work in a result orientatedqualitycontrolled environment where being able to work with a highlevel of accuracy to prescribed processes and strict deadlines isessential. Youwill be working as part of ahighquality team helping amajor financial service provider as part of a Pensions...

  • Case Handler

    4 weeks ago


    Surrey Quays, Greater London, United Kingdom Marston Holdings Full time

    Account Executive - Case Handler If the following job requirements and experience match your skills, please ensure you apply promptly. Camberley, Surrey Join Our Team as a Case Handler in Camberley, Surrey! Are you an effective communicator with a knack for managing ongoing cases? Do you thrive in a fast-paced environment where no two days are the same?...

  • Case Handler

    4 weeks ago


    Surrey Quays, Greater London, United Kingdom Marston Holdings Full time

    Account Executive - Case Handler If the following job requirements and experience match your skills, please ensure you apply promptly. Camberley, Surrey Join Our Team as a Case Handler in Camberley, Surrey! Are you an effective communicator with a knack for managing ongoing cases? Do you thrive in a fast-paced environment where no two days are the same?...

  • Case Handler

    1 week ago


    Surrey Quays, Greater London, United Kingdom Marston Holdings Full time

    Account Executive - Case Handler Camberley, Surrey Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. Join Our Team as a Case Handler in Camberley, Surrey! Are you an effective communicator with a knack for managing ongoing cases? Do you thrive in a fast-paced...

  • Case Handler

    2 weeks ago


    London, United Kingdom Reed Talent Solutions Full time €162

    Reed Talent Solutions are currently recruiting for Remediation Case Handlers within Pensions and Investments, also known as Contingent Investigators, for the Financial Ombudsman Service. Role details: Rate pre-accreditation - PAYE £162.14 per day, Umbrella £210 per day, or £188 deemed PSC per day Rate post-accreditation – PAYE £217.70 per day,...

  • Case Handler

    3 weeks ago


    London Area, United Kingdom Reed Talent Solutions Full time

    Reed Talent Solutions are currently recruiting for Remediation Case Handlers within Pensions and Investments, also known as Contingent Investigators, for the Financial Ombudsman Service. Role details: Rate pre-accreditation - PAYE £162.14 per day, Umbrella £210 per day, or £188 deemed PSC per day Rate post-accreditation – PAYE £217.70 per day, Umbrella...

  • Case Handler

    1 month ago


    London, United Kingdom Gray & Associates Recruitment Services Full time

    An exciting opportunity for an experienced Case Handler with a minimum of two year’s experience to join one of the UK’s leading Mediation companies. The role involves being the first point of contact for prospective clients, providing updates to all parties throughout the process until completion. This is a really involved role that will support the...


  • London, United Kingdom Reed Talent Solutions Full time €162

    Reed Talent Solutions are currently recruiting for Remediation Case Handlers within Pensions and Investments, also known as Contingent Investigators, for the Financial Ombudsman Service. Role details: Pay rate pre-accreditation - PAYE £162.14 per day, Umbrella £210 per day, or £188 deemed PSC per day Pay rate post-accreditation - PAYE £217.70 per day,...


  • London, United Kingdom Reed Talent Solutions Full time €162

    Reed Talent Solutions are currently recruiting for Remediation Case Handlers within Pensions and Investments, also known as Contingent Investigators, for the Financial Ombudsman Service. Role details: Pay rate pre-accreditation - PAYE £162.14 per day, Umbrella £210 per day, or £188 deemed PSC per day Pay rate post-accreditation - PAYE £217.70 per day,...


  • London, United Kingdom Sanderson Recruitment Plc Full time

    **Pensions Complaint Handler** **(Fully Remote)** Complaint handler required to work with our financial services client to resolve complaints fairly, promptly and efficiently. **Skills & experience**: - End to end compliant handling and resolution. - Applicants will have experience dealing with difficult situations in a professional manner. - Strong...


  • London, United Kingdom NRG Resourcing Ltd Full time

    Are you a Mortgage Case Handler looking for the next step in your career?Would you like to work for a growing mortgage brokerage that specialises in HNW Mortgages?Salary between £33k-£37k with career progression opportunities... this could be just what you're looking for! The Role...... As Mortgage Case Handler you will be working closely alongside the...


  • London, United Kingdom Pension Corporation Full time

    Sign in to save Pricing and Funded Reinsurance Manager at Pension Insurance Corporation plc . Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and...


  • London, United Kingdom Pension Corporation Full time

    Sign in to save Pricing and Funded Reinsurance Manager at Pension Insurance Corporation plc . Pension Insurance Corporation ("PIC") provides secure retirement incomes through comprehensive risk management and excellence in asset and liability management, as well as exceptional customer service. Our purpose is to pay the pensions of our current and...