PBR Investigator

2 months ago

Southampton, Southampton, United Kingdom Quilter Full time

About the Role

This is an exciting opportunity to join Quilter's experienced and knowledgeable complaints team as a Past Business Review (PBR) Investigator. As a key member of the team, you will be responsible for investigating and resolving all errors and omissions relating to advice, fees, and charges.

Key Responsibilities

  • Conduct comprehensive investigations into all available information and documentation to identify the root cause of complaints.
  • Take ownership of case reviews and ensure timely resolution of complaints in accordance with regulatory deadlines and timescales.
  • Liaise with internal and external stakeholders, including customers, adviser/firms, insurers, legal entities, and senior management to gather information and resolve complaints.
  • Produce timely and accurate reports to ensure compliance with Financial Conduct Authority requirements.

About You

We are looking for an individual with excellent organisational skills, confident communication skills, and the ability to work under pressure. You should have a strong understanding of Financial Services regulation and the regulator's approach to complaint/remediation. Previous experience of working within a complaints/remediation environment is essential, and experience working within a Financial Services environment is advantageous.

What We Offer

  • A competitive salary and benefits package, including 26 days' holiday and a 10% non-contributory company pension scheme.
  • The opportunity to work with a leading financial services company and contribute to the delivery of excellent customer outcomes.
  • A dynamic and supportive work environment with opportunities for professional development and growth.

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