Claims Handler - Financial Services - Senior Associate

PwC UK; Glasgow; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

empowered flexibility and a working by

private medical cover and 24/7 virtual

six volunteering days a year

much more

Job summary

PwC UK in Glasgow or Bradford is seeking a claims analyst to assess and quantify financial claims through detailed analysis and customer engagement. The role requires a hybrid work pattern with three days on-site and collaboration across teams to ensure high quality, compliant outcomes.

You will perform loss calculations, prepare clear reports, and maintain records per policy and regulatory requirements while driving continuous process improvements and achieving KPIs.

Qualifications

• Minimum Level 3 qualified in CII Diploma for Regulated Financial Planning.
• Experience assessing and quantifying financial claims.
• Strong analytical and communication skills; ability to learn new systems.

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 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.

Skills

Analytical thinking

Communication skills

Learning IT systems

Organised

Experience assessing financial claims

Education

CII Diploma for Regulated Financial Planning - Level 3

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.