Complaints Handler

1 month ago


UK, UK, United Kingdom Trinnovo Group | B Corp™ Full time

Job Title: Complaints Specialist

Location: Hybrid/Rochester (remote option available - South East)


This is a great opportunity to join a financial planning firm within the Compliance Department, reporting directly to the Compliance Director. In this role, you will investigate and resolve pension advice and service-related complaints with accuracy and efficiency, while managing all aspects of the organisation’s complaints policies, procedures, and processes.


Key Responsibilities

  • Complaint Management: Handle end-to-end complaint processes from initial acknowledgment through resolution, including redress calculations and escalations to the Financial Ombudsman Service (FOS).
  • Root Cause Analysis: Conduct root cause analysis for complaints, escalating issues and providing actionable solutions to improve processes.
  • Professional Communication: Liaise with the FOS, Professional Indemnity insurers, and third-party outsourcers, coordinating as needed for Defined Benefit (DB) redress calculations.
  • Data and Reporting: Prepare data and management information (MI) reports for internal committees and regulatory reporting.


Skills Requirements

  • Qualifications: DipFA Level 4 required (AF7 beneficial).
  • Experience: At least 3 years in a similar complaints role in wealth management or financial planning, with pension advice expertise.
  • Complaint Handling Expertise: Experience with redress calculations, FOS escalations, root cause analysis, MI production, and regulatory reporting.
  • Regulatory Knowledge: Strong understanding of FCA-regulated complaints DISP requirements.



  • UK, UK, United Kingdom NFP, an Aon company Full time

    We are recruiting for a Commercial Account Handler to take responsibility for delivery of customer satisfaction to agreed service standards and procedures, ensuring full FCA compliance in all aspects of insurance. As well as working to ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: Mid...

  • Account Manager

    3 months ago


    UK, UK, United Kingdom VP Plc Full time

    UK Forks (part of the Vp plc Group) are looking for an experienced Account Manger covering the Northern Home Counties and London region. Our new Area Manager will be responsible for new Business Development as well as managing our Key customer accounts. You will be instrumental in growing the UK Forks portfolio across the region. This unique position...

  • Complaints Handler

    2 months ago


    Bristol, UK, South West England, United Kingdom AJ FOX COMPLIANCE Full time

    Are you an experienced complaints handler who has worked at a regulated firm? We are hiring a Complaints Advisor to join a Top 50 UK Law Firm! This is a hybrid role which will be based in their Bristol office.In this role you will be exposed to a broad range of compliance matters including Data Protection, SRA and FCA regulations. The successful candidate...

  • Complaints Handler

    2 weeks ago


    Manchester, UK, Greater Manchester, United Kingdom Zuto Full time

    Complaints Handler Salary - £28,500Location – ManchesterNo weekend work, 9am-6pm Monday to FridayWhy Zuto?The UK's Top 25 Best Large Companies to Work ForJoin our team of passionate Zutonites and help transform the car finance experience with simplicity and integrity.Our journey began in 2006, and we're thrilled to have achieved significant...

  • Complaints Handler

    1 month ago


    Cheadle, UK, Greater Manchester, United Kingdom SRG Full time

    Job Title - Complaints Handler / Complaints Team Leader / Complaints Quality CheckersSummary:Part of a team who ensures timely and accurate administration of any complaints received by the company, including the company’s introducers and customers. The team also ensure all responses are completed in line with the current FCA and CCA regulations, as well as...

  • Complaints Handler

    1 month ago


    Romford, UK, Essex, United Kingdom HCLTech Full time

    Job title : Customer Services / Complaints HandlerKey tasks & responsibilitiesExperience : 3 years in Insurance industryTo respond to complaints received from policyholders and IFA's received via multichannel.Process complaints on policies in priority order as determined by the Company Work Management System, to maintain day to day service standards to...

  • Claims Handler

    3 weeks ago


    Nottingham, UK, Nottinghamshire, United Kingdom MIDLAND RESTORATIONS LIMITED Full time

    Midland Restorations (UK) Ltd are a independently owned and operated fire and flood restoration business located in Nottingham and due to continued growth are looking to recruit a claims handler to our friendly and long-serving team. The office is based in Clifton, South Nottingham and is an on site full time position.Purpose of the position: To manage...


  • Birmingham, UK, West Midlands, United Kingdom Vermelo RPO Full time

    About the job Do you have experience working in the Insurance industry? Looking for that next great move in your career? Then we have an exciting new opportunity for you as a Motor Trade Account Handler within our friendly team based in Birmingham/Wakefield/Essex/ Peterborough/ Edinburgh As an Account Handler, you will provide quotations for new business,...

  • Claims Handler

    2 weeks ago


    Guiseley, UK, Leeds, United Kingdom JMG Group Full time

    About UsJMG Group are a private equity backed insurance broking business based in Guiseley, West Yorkshire with regional office representation around the UK. We are a top 30 broker, growing rapidly having completed numerous acquisitions since we completed our MBO in November 2020. We place over £280m of GWP into the market annually and our teams are well...


  • Maple Cross, UK, Rickmansworth, United Kingdom Mobilize Financial Services Full time

    Reporting to the Head of Department, you will join a small specialist team of advisors and case handlers, handling complaints and enquiries from customers, Claims Management Companies, and Law firms relating to motor finance commission. You will administer all tasks accurately and within defined timescales to ensure regulatory compliance. You will work...


  • Luton, UK, Bedfordshire, United Kingdom Alchemy Global Talent Solutions Full time

    Alchemy is thrilled to partner with a leading moving and relocation company, currently seeking an experienced Customer Service Manager to lead a team of Move Coordinators at their Bedfordshire location.The ideal candidate will have proven experience in customer service within the moving and relocation industry, specializing in domestic and international...