Claims Handler - Financial Services - Senior Associate

PwC UK; Bradford; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Flexible work arrangement - split time

Private medical cover

Volunteering days

Virtual GP access

Job summary

PwC UK is seeking a role based in either Glasgow or Bradford, requiring a three-day on-site week to assess and quantify financial claims with high compliance standards. You will engage clients, review supporting docs, and collaborate across teams to improve claim assessment processes.

The role emphasizes analytical thinking, strong communication, and the ability to learn new systems, with a focus on quality and regulatory compliance.

Qualifications

• Experience assessing and quantifying financial claims.
• Ability to apply a logical and analytical approach to work.
• Excellent written and verbal communication skills.
• Aptitude for learning new systems and IT applications.

Responsibilities

• Assess and validate claims by reviewing documentation and determining eligibility.
• Perform accurate loss calculations and prepare assessment reports.
• Conduct customer touchpoint calls in line with SOPs and regulatory guidance.
• Support quality assurance by providing feedback and maintaining standards.
• Monitor KPIs and quality targets, escalating issues when needed.
• Participate in daily huddles and contribute to process improvements.

Skills

Financial claims assessment

Analytical thinking

Regulatory compliance

Clear communication

Adaptability to new systems

Education

Level 3 Diploma in CII Regulated Financial Planning

Job description

About This Role

This role is responsible for assessing and quantifying financial claims through detailed analysis and customer engagement, while maintaining high quality and compliance standards, collaborating across teams, and contributing to continuous process improvement. This role is to be based in either Glasgow or Bradford and will require working 3 days a week on-site.

What Your Days Will Look Like

• Assess and validate claims by reviewing supporting documentation, gathering additional information where required, and determining claim eligibility.
• Perform accurate loss calculations and prepare clear assessment reports, ensuring all records and documentation are maintained in line with company policies and regulatory requirements.
• Conduct customer touchpoint calls in accordance with regulatory guidance and Standard Operating Procedures, providing a positive and compliant customer experience.
• Support quality assurance by providing feedback to the pre-assessment team, maintaining high-quality standards, and ensuring work is completed accurately first time.
• Monitor and take ownership of individual KPIs and quality targets, proactively escalating challenges, queries, exceptions, or risks to the Team Leader as required.
• Participate in daily team huddles, contribute to continuous improvement initiatives, and support enhancements to case assessment and claim quantification processes.

This Role Is For You If

• Minimum Level 3 qualified in CII Diploma for Regulated Financial Planning (Lv4 desirable)
• Experience assessing and quantifying financial claims
• Ability to apply a logical and analytical approach to work
• Excellent written and verbal communication skills
• Aptitude for learning new systems and IT applications
• Highly Organised and meticulous

What You\'ll Receive From Us

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

• empowered flexibility and a working week split between office, home and client site
• private medical cover and 24/7 access to a qualified virtual GP
• six volunteering days a year
• much more

Reward and benefits | PwC UK Careers

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognizing and rewarding you fairly for your contributions.