Life and Pension Complaint Handler
Life and Pension Complaint Handler

Life and Pension Complaint Handler

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Handle life and pension complaints, ensuring excellent customer service from start to resolution.
  • Company: Join a dynamic team focused on delivering top-notch complaint handling in the finance sector.
  • Benefits: Enjoy remote work flexibility and a competitive day rate of £245.
  • Why this job: Make a real impact by resolving customer issues and enhancing their experience with financial products.
  • Qualifications: Must have experience managing pension complaints and strong communication skills; Diploma Level 4 is a plus.
  • Other info: Initial 3-month contract with potential for extension; full-time hours Monday to Friday.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

We have a fantastic opportunity for an experienced Life and Pension Complaint Handler, well versed in the end-to-end complaints process, to join a project offering remote working. \\n\\n You will be responsible for complaints regarding life and pension products, from transfer delays to bereavement pay out issues and everything in between. The key focus of the role is to ensure the customer receives excellent service from the start of the complaint to resolution, including contacting the customer to clarify complaint points, completing redress and following up with a call to address the complaint point findings and solution before issuing a final response letter. You will be required to follow complex processes using multiple systems to achieve a suitable outcome and will need the organisation to manage your own case pipeline and chase outstanding information from multiple sources. \\n\\n Previous end to end complaints experience working with pension products is a must. \\n\\n What you’ll be doing as a Life and Pension Complaint Handler:\\n\\nReview and assess customer servicing complaints related to their life or pension product.\\nTake ownership of a pipeline of cases and manage deadlines. \\nContact customers to discuss complaint points and outcomes. \\nMonitor outstanding queries and proactively chase for information to close cases.\\nAnalyse and document call recordings and correspondence to aid decision.\\nUpdate systems accordingly to record outcome.\\nComplete financial loss calculations and consider tax liabilities. \\nWrite full final response letters.\\nAssist with progressing customer requests once the service complaint is resolved.\\nWe’re looking for a Life and Pension Complaint Handler with: \\n\\nClear experience managing pensions complaints and a good knowledge of different schemes. \\nExperience processing complex calculations with manual elements.\\nAdaptability to work on multiple client systems.\\nStrong communication and negotiation skills to interact with both customers, internal teams and third parties.  \\nExcellent attention to detail and letter writing proficiency.\\nDiploma Level 4 qualification is advantageous but not essential.\\nHours: 37.5 hours a week Monday to Friday between the hours of 9am-5pm.\\n Location: Remote\\n Duration: Initial 3-month contract but likely to extend\\n Day rate: £245 per day via Umbrella \\n\\n To apply for this role as Life and Pension Complaint Handler, please click apply online and upload an updated copy of your CV. \\n\\n Please note any offer is subject to satisfactory pre-employment screening checks.

These consist of employment, activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks. \\n\\n We are committed to equality of opportunity for all hires and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. \\n\\n To help you stay safe in your job search we will never ask for your bank details at the application stage. \\n\\nCandidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job.

Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to

Life and Pension Complaint Handler employer: Candidate Source

At our company, we pride ourselves on fostering a supportive and inclusive work culture that values employee growth and development. As a Life and Pension Complaint Handler, you will benefit from flexible remote working arrangements, allowing for a healthy work-life balance while engaging in meaningful work that directly impacts customer satisfaction. With opportunities for professional advancement and a commitment to equality, we are dedicated to creating an environment where every team member can thrive.
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Contact Detail:

Candidate Source Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Life and Pension Complaint Handler

✨Tip Number 1

Make sure you highlight your previous experience with end-to-end complaints handling, especially in the life and pension sector. This will show that you understand the complexities involved and can manage cases effectively.

✨Tip Number 2

Familiarize yourself with common issues related to life and pension products, such as transfer delays and bereavement payouts. Being knowledgeable about these topics will help you engage confidently with customers during the interview.

✨Tip Number 3

Demonstrate your strong communication and negotiation skills by preparing examples of how you've successfully resolved complaints in the past. This will illustrate your ability to handle difficult conversations and achieve positive outcomes.

✨Tip Number 4

Since the role requires managing multiple systems, be ready to discuss your adaptability and experience with different client systems. Highlight any relevant software or tools you've used in previous roles to showcase your technical skills.

We think you need these skills to ace Life and Pension Complaint Handler

End-to-End Complaints Management
Knowledge of Life and Pension Products
Complex Calculation Processing
Attention to Detail
Strong Communication Skills
Negotiation Skills
Customer Service Orientation
Case Pipeline Management
Proactive Information Gathering
Letter Writing Proficiency
Adaptability to Multiple Systems
Financial Loss Calculation
Documentation and Analysis Skills

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your previous experience in handling life and pension complaints. Detail specific cases you've managed, focusing on your end-to-end process knowledge.

Demonstrate Communication Skills: Since strong communication is key for this role, provide examples of how you've effectively communicated with customers and internal teams in past positions. Highlight any negotiation skills you possess.

Showcase Attention to Detail: Given the importance of accuracy in this role, mention instances where your attention to detail made a significant impact. This could include successful financial loss calculations or precise documentation.

Tailor Your CV and Cover Letter: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application stands out to recruiters.

How to prepare for a job interview at Candidate Source

✨Showcase Your Complaints Experience

Make sure to highlight your previous experience in handling life and pension complaints. Be prepared to discuss specific cases you've managed, focusing on the end-to-end process and how you ensured excellent customer service throughout.

✨Demonstrate Strong Communication Skills

Since the role requires interaction with customers and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex information to clients or resolved misunderstandings.

✨Be Ready for Complex Calculations

Brush up on your skills related to financial loss calculations and tax liabilities. You might be asked to explain your approach to these calculations during the interview, so having a clear understanding will help you stand out.

✨Familiarize Yourself with Multiple Systems

The job involves using various client systems, so demonstrate your adaptability. Share experiences where you've successfully navigated different software or processes, emphasizing your ability to learn quickly and manage multiple tasks.

Life and Pension Complaint Handler
Candidate Source
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  • Life and Pension Complaint Handler

    Birmingham
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-03-27

  • C

    Candidate Source

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