Case Handler

7 months ago

Bath, United Kingdom Wealthtime Full time

**Department: Customer Operations**

**Reports to: Team Leader**

**Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome. Training will be 5 days per week in the offices.**

**About us**

At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our journey.

With new ownership since 2021 and substantial investments of over £17m into the business, Wealthtime is on an exciting growth trajectory. Join our team of around 300 dedicated employees and become part of a company that is making waves in the industry.

**About the role**

The Remediation Case Handlers will collectively act as a specialist remediation team and providing support to Wealthtime’s remediation function.

You will facilitate good customer outcomes both on the telephone and in writing and by processing customer refunds and supporting customers with queries and giving updates where necessary.

**Key Responsibilities**:

- Dealing with remediation calculations; including requesting information from external parties
- Review and collation of the data; including, building full case files
- Reviewing complaints in relation to distressed investments
- Working within tight time constraints, at various stages, with sensitive information.
- To commit to and uphold Wealthtime company values
- Identify and accurately report any customer complaints in accordance with the company policy, in order to initiate an investigation and reach a prompt resolution for both the company and the customer.
- Report to line managers any identified breaches in procedures from any areas of the business, so that corrective action can be implemented to remedy the breach.

**About you (what we’re looking for)**

**Essential**:

- Experience dealing with customer complaints within a financial services environment.
- Used to working under own initiative as well as following policy and process

**Desirable**:

- Experience working in an investment platform environment desired
- Experience working on a remediation project

**Rewards and Benefits**
- Competitive salary.
- Hybrid Working (split between home and office).
- Discretionary bonus each year.
- 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year.
- Wellbeing day to use at your discretion such as a birthday, moving house, pamper day.
- Supported and encouraged professional development.
- Private Medical scheme (single cover that can be increased to FULL Family).
- Income protection scheme.
- Life assurance scheme.
- Group contributory pension scheme.
- Interest free season ticket loans for travel costs.
- Wealthtime Foundation Day in support of charitable activities.
- We encourage internal progression at Wealthtime, with many of our employees going on to become Team Leaders, Managers, Subject Matter Experts and many more.
- We're proud of our company culture at Wealthtime. From rewards and incentives, remote team socials to fun quizzes, our friendly and welcoming teams at Wealthtime strive to make our office a great place to work.

**Job Types**: Full-time, Fixed term contract
Contract length: 9 months

**Salary**: £30,000.00-£35,000.00 per year

**Benefits**:

- Additional leave
- Company pension
- Cycle to work scheme
- Employee discount
- Enhanced maternity leave
- Enhanced paternity leave
- Private medical insurance

Schedule:

- Day shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Bath: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial services complaint handling: 2 years (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

  • Remediation Case Handler

    7 months ago

    Bath, United Kingdom Novia Financial Full time

    Remediation Case Handler **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **Salary: £30,000 - £35,000 depending on experience + Bonus + Excellent Benefits** About us At Novia, we take pride in being a Multi-Award-Winning financial technology company,...

  • Remediation Case Handler

    7 months ago

    Bath, United Kingdom Wealthtime Full time

    **Job Overview**: We are seeking a detail oriented and customer focused individual to join our Client Services team as a Case Handler. As a Case Handler, you will be responsible for managing positive outcomes for our orphan clients, with a focus on consumer duty and vulnerable customer principles. This is an excellent opportunity for someone who enjoys...

  • Remediation Case Handler

    7 months ago

    Bath, United Kingdom Wealthtime Full time

    **Job Specification**: **Location** - Bath**Employment Type** - Full time**Department** - Customer Operations**Appointment Type** - FTC**Hours** - 37.50**Ref No** - 10036**Job Information**: **About Us**: At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our...

  • Remediation Case Handler

    7 months ago

    Bath, United Kingdom Wealthtime Full time

    **Job Specification**: **Location** - Bath**Employment Type** - Full time**Department** - Customer Operations**Appointment Type** - FTC**Hours** - 37.50**Ref No** - 10036**Job Information**: **About Us**: At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our...

  • Commercial Account Handler

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Brown & Brown Full time

    About the Role:We are seeking a highly skilled Commercial Account Handler to support our team in Bath, UK.The successful candidate will assist clients with day-to-day requirements while supporting Account Executives with renewal preparation and new business quotations.Key Responsibilities:Assist clients on renewals, new business quotations, manage...

  • Insurance Account Handler Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Job Description:We're looking for a skilled Insurance Account Handler Specialist to join our team in Bath. This role will support both the wider team and an Account Executive who has grown their portfolio exceptionally over the last 18 months.The ideal candidate will have a solid grounding across the range of Commercial Insurance market and be able to...

  • Senior Legal Enquiry Handler

    3 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Dani from Avocet Commercial Careers presents this exciting opportunity for a Senior Legal Enquiry Handler to join a leading personal injury and clinical negligence law firm. This role is perfect for someone with a passion for client care, a background in law, and the drive to make a difference in the lives of those who need expert legal support.About the...

  • Remediation Complaint Handlers

    7 months ago

    Bath, United Kingdom Novia Financial Full time

    **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome. Training will be 5 days per week in the offices.** **About us** At Novia, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose...

  • Commercial Insurance Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom CV-Library Full time

    Risk Management Role in CV-LibraryCV-Library is looking for a dedicated Commercial Account Handler to work closely with our experienced team in Bath. As a Commercial Account Handler, you will assist clients with daily needs, develop new business opportunities, and collaborate with clients to expand and enhance their coverage.This role requires a solid...

  • Personal Lines Insurance Adviser

    2 months ago

    Bath, United Kingdom CV-Library Full time

    Commercial Account Handler Location: Bath Package: £Negotiable + Benefits We're looking to appoint a Commercial Account Handler to the team to support both the wider team in Bath and also one of our Account Executive's who have grown their portfolio exceptionally over the last 18 months. This role is designed to assist client with day to...

  • Insurance Broker Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Brown & Brown Full time

    Brown & Brown seeks a highly skilled Commercial Account Handler to join our team in Bath. The ideal candidate will have a solid grounding across the range of Commercial Insurance market and be looking to take the next step in their career.We offer a negotiable basic salary of £40,000 - £60,000 per annum, plus bonus and all normal benefits (Pension, Death...

  • Financial Operations Coordinator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom ENGINEERINGUK Full time

    Company OverviewWe are an international savings and investments business with a rich history spanning over 170 years. Our roots are deeply embedded in Asset Management, Life, and Wealth segments that work together to deliver exceptional financial outcomes for our clients and stakeholders.Job SummaryWe are seeking a highly skilled Complaints Administrator to...

  • Accounting Services Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Howden Group Holdings Full time

    Overview of Howden Group HoldingsAt Howden, we pride ourselves on pushing the boundaries of insurance. Our organization is driven by individuals who value work-life balance, career progression, sustainability, and volunteering. We're seeking a talented Commercial Account Handler to join our expanding Consumer & Local Commercial team.The role will involve...

  • Business Insurance Specialist

    4 weeks ago

    Bath, Bath and North East Somerset, United Kingdom Brown & Brown Full time

    Job Title: Commercial Insurance AdvisorSalary: £35,000 - £50,000 per annum + bonus and benefits package.We are seeking a highly skilled Commercial Account Handler to join our team in Bath. The successful candidate will support both the wider team and an experienced Account Executive who has grown their portfolio significantly over the past year and a...