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- Tasks: Investigate and resolve client complaints efficiently while ensuring fair outcomes.
- Company: Join a dynamic financial planning business focused on client satisfaction.
- Benefits: Enjoy remote work flexibility and a supportive corporate culture.
- Why this job: Make a real impact by improving client experiences in a reputable company.
- Qualifications: 3+ years in a complaints role and Dip PFS level 4 qualification required.
- Other info: Your CV is secure with us; we guarantee confidentiality.
The predicted salary is between 36000 - 60000 £ per year.
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 vacancies@clarcrecruitment.com
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Complaints Specialist – Remote Role (UK Only) employer: CLARC Recruitment
Contact Detail:
CLARC Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Complaints Specialist – Remote Role (UK Only)
✨Tip Number 1
Familiarise yourself with the Financial Ombudsman Service (FOS) processes and regulations. Understanding how complaints are escalated and resolved will give you an edge in interviews, showing that you're proactive and knowledgeable about the industry.
✨Tip Number 2
Network with professionals in the financial planning and wealth management sectors. Engaging with others in the field can provide insights into the role and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Prepare examples of past experiences where you've successfully resolved complaints. Being able to articulate specific situations where you managed complaints effectively will demonstrate your capability and experience during interviews.
✨Tip Number 4
Stay updated on current trends and issues within the financial services sector. This knowledge can help you discuss relevant topics during interviews, showcasing your commitment to the industry and your ability to handle complaints related to recent developments.
We think you need these skills to ace Complaints Specialist – Remote Role (UK Only)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Complaints Specialist. Familiarise yourself with the key tasks such as managing complaints workflow and liaising with various stakeholders.
Tailor Your CV: Highlight your relevant experience in handling complaints, especially within financial planning or wealth management. Emphasise your qualifications, such as the Dip PFS level 4, and any specific achievements that demonstrate your ability to resolve complaints effectively.
Craft a Strong Cover Letter: Write a cover letter that addresses why you are a good fit for this role. Mention your experience with complaint resolution, your communication skills, and your ability to analyse root causes. Make it personal and show your enthusiasm for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your application is clear, concise, and free from typos, as attention to detail is crucial in this role.
How to prepare for a job interview at CLARC Recruitment
✨Know Your Complaints Process
Familiarise yourself with the entire complaints handling process, from initial acknowledgment to resolution. Be prepared to discuss specific examples of how you've managed complaints in the past, particularly in a financial planning context.
✨Demonstrate Analytical Skills
Highlight your ability to investigate and analyse root causes of complaints. Prepare to share instances where you identified trends or issues and implemented solutions, showcasing your problem-solving skills.
✨Effective Communication is Key
As a Complaints Specialist, you'll need to communicate with various stakeholders. Practice articulating your thoughts clearly and confidently, especially when discussing complex issues or updates with staff at all levels.
✨Showcase Your Qualifications
Make sure to mention your Dip PFS level 4 qualification or equivalent during the interview. This demonstrates your commitment to professional development and your understanding of the financial planning landscape.