Claims Handler - Financial Services - Senior Associate

PwC; Bradford; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Flexible working

Private medical cover

Volunteer days

Job summary

PwC UK is seeking a Senior Associate in Internal Firm Services based in Bradford or Glasgow, with an on-site requirement of three days per week. The role involves assessing and quantifying financial claims, performing loss calculations, and preparing clear assessment reports to ensure compliance with policies and regulatory requirements.

You'll engage in customer touchpoints, support QA, monitor KPIs, and contribute to continuous process improvements while collaborating across teams to drive

Qualifications

• 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 organized and meticulous.

Responsibilities

• 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 SOPs, 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 own individual KPIs and quality targets, 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.

Skills

Analytical Thinking

Communication

Learning IT systems

Organisational Skills

Education

CII Diploma for Regulated Financial Planning Lv3

CII Diploma Lv4 desirable

Job description

Line of Service

Internal Firm Services

Industry/Sector

Business Services

Specialism

IFS - Internal Firm Services - Other

Management Level

Senior Associate

Job Description & Summary

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.

We offer a range of benefits including 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 and 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, recognising and rewarding you fairly for your contributions.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Process Outsourcing, Claims Performance Management, Communication, Complaint Management, Compliance Auditing, Compliance Review, Contract Review, Corrective Actions, Creativity, Customer Data Management (CDM), Customer Due Diligence, Customer Handling, Data Entry, Data Quality, Data Quality Assessment, Delivery Excellence, Embracing Change, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity {+ 20 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

Yes

Job Posting End Date