Complaints Specialist – Remote Role (UK Only)

CLARC Recruitment; England; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial planning business is seeking a Complaints Specialist to manage and resolve client complaints efficiently, ensuring fair outcomes. This role requires a minimum of 3 years experience in a similar position and a Level 4 Dip PFS qualification. The position offers hybrid working flexibility, with remote options also available. Candidates must have the right to work in the UK.

Qualifications

• Minimum 3 years experience in a complaints role within financial planning.
• Experience managing complaints from initial acknowledgement to resolution.
• Good communicator, comfortable dealing with all levels of staff.

Responsibilities

• Handling all aspects of complaints, including resolution and redress calculations.
• Managing multiple complaints to ensure regulatory compliance.
• Liaising with staff and investigators on complaint findings.

Skills

Communication

Analytical skills

Complaint management

Education

Dip PFS Level 4 qualification

Job description

A financial planning business are looking to hire a Complaints Specialist to investigate and resolve and servicing complaints in an accurate and timely manner, achieving fair client outcomes.

Please note that this role is also being advertised as a hybrid role, which is the clients preference, but they would also consider a remote worker.

Main Responsibilities:

• Handling all aspects of a complaint from initial acknowledgement through to redress calculations and FOS escalations.
• Managing complaints workflow, handling multiple complaints at a time to ensure they are processed within regulatory timescales
• Managing all FOS communication as required
• Primary contact for Professional Indemnity insurers for queries and liaison
• Investigating and analysing root causes for complaints, escalating issues and trends, and providing solutions and actions
• Liaising with staff across the whole business and at all levels, communicating updates and core findings from analysis

Job Requirements:

• Minimum 3 years experience within a similar complaints role within a similar environment (wealth management/financial planning) assessing pension advice.
• Dip PFS level 4 qualification required (or equivalent)
• Experience of handling all aspects of a complaint from initial acknowledgement through to redress calculations and FOS escalations
• Good communicator, comfortable dealing with all levels of staff.

Unless otherwise stated, candidates must have the right to work in the UK.

The CLARC Guarantee – we 100% guarantee that your CV will never be sent to a client without your prior expressed permission so all of your details are totally secure with us. Please note due to the volume of applications we sadly cannot reply to every application we receive and only successful applications will be contacted, however your details will be registered for consideration for more suitable opportunities as we get them.

Apply for this role through this job post or email an application to [e-mail]