Client Liaison Consultant

3 months ago


Cirencester, United Kingdom Talent Hire Group Full time

Our client is a global wealth firm looking for a Client Liaison Consultant. This is a wonderful chance to join a great team, with a raft of experience to learn from.

**Main Purpose of Job**:
To provide technical expertise to the Client Liaison division in responding to and learning from clients’ complaints about advice or product-related issues.

**Key Responsibilities of the Job**:

- Provide accurate and effective technical support to the Client Liaison division in its handling of complaints.
- Act as a point of contact for other team members to discuss complex technical and sensitive cases.
- Maintain and develop the complaint handling approach for Client Liaison.
- Deliver training for Client Liaison staff, meeting needs identified by managers.
- Occasionally take a lead on or oversee the investigation of sensitive and high profile complaints, ensuring these are handled sensitively and promptly.

**Requirements of the Job**:

- CII Level 4 Diploma in Financial Planning (or equivalent).
- Strong technical knowledge of advice in at least two of the following product areas: life, pensions, investments, mortgages and trusts/IHT planning.
- Several years’ experience of regulated complaint handling within the financial services industry.
- Significant experience of dealing with complex complaint investigations e.g. pension transfers, IHT planning.
- Experience of acting in a Quality Control role preferred
- Excellent communication skills, both verbal and written, and the ability to make appropriate, equitable and pragmatic decisions while clearly documenting reasoning and action required.
- PC Literate - including Excel, Word, Outlook.

**Job Types**: Full-time, Permanent

**Salary**: £42,000.00-£46,000.00 per year

**Benefits**:

- Free parking
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person



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