At a Glance
- Tasks: Assess and validate financial claims while ensuring compliance and quality standards.
- Company: Join a leading financial services firm with a focus on teamwork and innovation.
- Benefits: Flexible working, private medical cover, and six volunteering days annually.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real difference by helping customers navigate their financial claims.
- Qualifications: CII Diploma Level 3 or higher and experience in financial claims assessment.
The predicted salary is between 29700 - 36300 £ per year.
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 | Pw C 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.
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Claims Handler - Financial Services - Senior Associate in Bradford employer: PwC UK
At PwC, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through our comprehensive benefits package, which includes flexible working arrangements, private medical cover, and opportunities for volunteering. Located at the heart of a global deals business, our team thrives on tackling complex challenges while supporting each other in achieving both personal and professional milestones.
StudySmarter Expert Advice🤫
We think this is how you could land Claims Handler - Financial Services - Senior Associate in Bradford
✨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.
✨Connect on Professional Platforms
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 PwC UK. 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 Claims Handler - Financial Services - Senior Associate in Bradford
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 PwC UK.
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 PwC UK'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 PwC UK
✨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 PwC UK.
✨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 PwC UK 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 PwC UK 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.
