Senior Complaints Resolution Officer
3 weeks ago
Experience either as a pension specialist, or within compliance/paraplanning/advice
- Relevant experience in Complaints Handling in retail financial services, ideally in an IFA/Network environment, would be advantageous
- Above average effective communication skills, both oral and written
- Investigative/enquiring approach
- Ability to manage own time to meet targets and deadlines
- Able to manage case discussions with Senior Management and liaise with internal departmentsIdeally, have awareness of Investigations & FCA Dispute Resolution processes and FOS guidelines in relation to complex complaints including DB pension transfers
**Benefits**:
- 35 hour week
- Annual performance-related bonus and salary review
- Pension 5%, increasing to 7.5%
- 25 days holiday, rising to 28 (plus stats and option to buy/sell 5 days)
- Income protection
- DIS x4
- A huge range of additional flexi-benefits and staff discounts
- Study support
**Role**:
Are you the proud owner of a DB qualification (G60/AF3/AF7/AwPeTr, or equivalent), have superb communication skills and an inquiring mind?
Have you previously worked in either complaints, file-checking, or as a paraplanner or adviser?
We have a superb opportunity for a Senior Complaints Resolution Officer to work within a high-profile business. Depending on experience, this great opportunity can either be remote or hybrid (working 2 days from home) with offices just outside of Leeds andgreat transport links (bus and rail). The role will also provide development for the individual if desired, by supporting your Manager, allowing them to focus on other areas of the business.
Core responsibilities within the role include:
- Conduct investigations into complex complaints, using FCA DISP and FOS guidelines
- Calculate and pay redress to clients
- Liaise with FOS, where required
- Report to Senior Management regarding DB complaints
- Escalate advice or compliance issues, as required
- Deputise for Complaints Team Manager
**Qualifications**:
- Min QCF Level 4 Diploma in Financial Planning and AF3 / AF7 (or equivalent)
- CEMAP/Equity Release (advantageous)
- QCF level 6 or equivalent/Fellow (advantageous)
**Know someone who the above job would be a perfect fit for?**
**REFER THEM...and receive £250 when they start in their new role
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