Allocation Coordinator
7 days ago
**Our client is a global wealth firm looking for an Allocation Coordinator to join this friendly and knowledgeable team - Hybrid working available**
**The Allocation Coordinator will be tasked too**:
To oversee the data gathering of all new complaints received while supporting the Assistant Complaints Advisers, ensuring efficient operation, and offering technical support.
To communicate decisions in respect of complaints to the client and members of the Group.
To have a good understanding of Regulatory complaint handling rules and ensure we comply with these.
Train, and support the Assistant Complaints Advisers with data gathering.
**Responsibilities of the Job**:
- Working in conjunction with the Operations Managers:
- Control workflow across the teams, to ensure all team members have appropriate workloads of cases and that complaints are responded to in a timely manner.
- Escalate cases as appropriate in line with the Escalation Matrix
- Provide a regular update on complaints workflow to the Head of Complaints
- Hold a weekly meeting with Operations Managers to discuss workloads and escalate any issues to the Head of Complaints.
- Oversee day-to-day work of team:
- Monitor for any sensitive cases and escalate as appropriate
- Complete 2nd triage providing feedback as required to the Assistant Complaints Advisers.
- Complete any high priority cases straight forward cases as required when capacity allows.
- Provide training, guidance and mentoring for Assistant Complaints Advisers as required for data gathering.
- Complaint handling
- To review all evidence; including documentation, recollections of those involved and what would be deemed reasonable, based on what we know.
- To ensure each complaint is handled in line with the principle of treating all our clients fairly and in a cost-effective manner.
- To produce clear and well-written decision letters, explaining the conclusions reached.
- To identify the root cause of each complaint.
- To ensure the complaints database ‘Respond’ is kept up to date with the progress of each complaint, accurately records details of the complaint, the outcome, and the cost to the business, and includes an accurate complaint report summarising the case.
**Required Skills**:
- A good technical understanding of all products, including life, pensions, and investments - as well as knowledge about Trusts and all types of Tax.
- Excellent communication skills, both verbal and written and the ability to make decisions and clearly document reasoning and action required
**In Return a competitive salary and excellent benefits package. Please note, previous regulated financial services experience is essential for this role.**
**Job Types**: Full-time, Permanent
**Salary**: £38,000.00-£40,000.00 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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