Claims Adviser

1 month ago

Cirencester, United Kingdom St. James's Place Full time
Working closely with Business Assurance, Field, Actuarial and other colleagues, you will investigate and resolve individual client advice or product-related issues that may become complaints if no action is taken. Review all evidence; including documentation, recollections of those involved and what would be deemed reasonable. Ensure St. James’s Place treats its clients fairly by reviewing cases equitably, effectively and promptly. Proactively identify and escalate sensitive issues, to ensure senior-level awareness at an early stage. Review what has gone wrong, identify what needs to be done to correct the situation and make the correction with as little disturbance to the client as possible. Protect the client relationship whilst balancing commercial considerations.

Who we’re looking for:

You’ll have strong experience from a complaint handling or quality control role gained within the financial services industry. A good technical understanding of products, including life, pensions and investments – as well as Trusts and all types of Tax. CII Level 4 Diploma in Financial Planning (or working towards), or equivalent experience. Excellent communication skills, both verbal and written, and the ability to make decisions and clearly document reasoning and action required. You’ll stays calm under pressure, demonstrating effective time management, with the ability to react to changes as they present.

What's in it for you?

Private Medical paid for by Company. Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.* Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching. Parental leave – 6 months full pay 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday

*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working
 We know that everyone works best indifferent ways, at different times and in different environments. We haveintroduced a hybrid working policy to provide greater flexibility for part-timework, job-sharing, remote working, and flexibility on hours. Our people areencouraged to work in a flexible way that suits their lifestyle, so please askthe question and start a conversation

Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break. If you think you would be a good match for this role and candemonstrate some transferable experience please apply, regardless of whetheryou tick every box.

Reasonable Adjustments
We're anequal opportunities employer and want to ensure our recruitment process isaccessible and inclusive for all, if you require reasonable adjustment(s) atany stage please let us know by emailing us at

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