At a Glance
- Tasks: Resolve customer complaints in pensions, investments, and mortgages while ensuring compliance.
- Company: Join The Openwork Partnership, a dynamic and inclusive company with a strong culture.
- Benefits: Enjoy a competitive salary, bonus scheme, pension matching, and generous holiday allowance.
- Other info: Flexible hybrid role in Swindon with excellent career development opportunities.
- Why this job: Make a real difference by helping clients and enhancing processes in a fast-paced environment.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, plus experience in financial services complaints.
The predicted salary is between 45000 - 60000 £ per year.
To professionally resolve customer complaints across Pension, Investment & Mortgage products in accordance with FCA rules and the Treating Client’s fairly principles. To provide technical services, expertise, process enhancements, redress solutions and root cause analysis to the wider Openwork organisation. Hybrid role in Swindon: 3 days per week.
Benefits:
- Bonus scheme - on target bonus - 10%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
- Be an expert in resolving complaints across all pensions, investment and mortgage products, propositions and providers.
- Work closely with the Adviser Investigation Team & Data Protection Officer and Legal where appropriate.
- Achieve FCA/FOS timeframes, whilst investigating client complaints in a fair and unbiased way.
- Use knowledge and experience to provide root cause feedback to the business.
- Escalating sensitive issues to the appropriate level within the organisation.
- Ensure the Team’s processes, procedures and colleagues remain compliant.
What will you need to succeed?
- Level 4 Diploma in Financial Planning (or at least working towards it)
- Experience working in complaints within Financial Services
- Strong product knowledge across pensions, investment & mortgage products
- Excellent communicator and the ability to listen and build relationships effectively.
- Good market, risk and business awareness.
Why us?
We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.
Base salary £27,500 with OTE of £45,000-£60,000.
Technical Complaints Specialist in Swindon employer: Openwork Limited
The Openwork Partnership is an exceptional employer, offering a dynamic and inclusive work culture that prioritises personal and professional development. With a strong commitment to employee well-being, we provide a comprehensive benefits package, including a generous bonus scheme, pension matching, and flexible working arrangements in our Swindon office. Join us to be part of a supportive team where your individuality is celebrated, and you can truly make a difference in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Complaints Specialist in Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Openwork Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Complaints Specialist in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Openwork Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Openwork Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Openwork Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Openwork Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Openwork Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Openwork Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
