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- Tasks: Investigate complaints, liaise with stakeholders, and manage multiple cases in a fast-paced environment.
- Company: Quilter plc is a top UK wealth manager focused on innovation and customer-centricity.
- Benefits: Enjoy 26 days holiday, flexible working, private medical insurance, and an incentive scheme.
- Why this job: Join a diverse team dedicated to creating brighter financial futures and making a positive community impact.
- Qualifications: Must be organised, proactive, and possess excellent written skills; Microsoft Office proficiency required.
- Other info: Flexible working options available to support your work-life balance.
The predicted salary is between 28800 - 48000 £ per year.
Time left to apply: End Date: July 28, 2025 (3 days left to apply)
Job Requisition ID: R4640
About the Business
Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). The business offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management, divided into two segments: Affluent and High Net Worth.
Affluent includes Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes Quilter Cheviot and Quilter Cheviot Financial Planning. Quilter is focused on innovation, customer-centricity, and making a positive impact in the communities it serves.
About the Role
Level: 3
Department: Quilter Business Services – Complaints
Location: Southampton/hybrid
Contract: Permanent
As a Complaint Investigator, you will investigate complaints promptly, liaising with stakeholders, financial advisers, the Financial Ombudsman Service, and third parties. You must manage multiple cases, adhere to DISP Resolution (FCA Handbook), and communicate clearly both verbally and in writing, avoiding industry jargon. The role requires managing under pressure, demonstrating flexibility, and prioritising workloads.
About You
We welcome applicants from diverse backgrounds. To succeed, you should be highly organised, proactive, assertive, and capable of managing your workload independently. The role is fast-paced, requiring the ability to meet deadlines, multitask, and adapt quickly. Excellent written skills, attention to detail, customer service skills, and proficiency in Microsoft Office are essential. A positive, professional attitude and strong relationship-building skills are also important.
Core Values and Benefits
- Values: Do the right thing, Always curious, Embrace challenge, Stronger together
- Benefits: 26 days holiday, incentive scheme, pension, private medical insurance, life assurance, income protection, healthcare cash plan (Jersey employees), flexible benefits
About Us & Culture
We aim to create brighter financial futures for every generation, guided by our talents, commitment to customers, and inclusive culture. We value diversity, promote inclusion, and strive to build a respectful environment where everyone can thrive.
Flexible Working & Promise
We support work-life balance with flexible options. We are committed to fair treatment and accessible recruitment processes, accommodating any needs you may have.
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Complaint Investigator employer: Quilter plc
Contact Detail:
Quilter plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Complaint Investigator
✨Tip Number 1
Familiarise yourself with the Financial Ombudsman Service and the DISP Resolution guidelines. Understanding these frameworks will not only help you in the interview but also demonstrate your commitment to the role.
✨Tip Number 2
Showcase your ability to manage multiple cases by preparing examples from your past experiences. Be ready to discuss how you prioritised tasks and met deadlines under pressure, as this is crucial for the Complaint Investigator role.
✨Tip Number 3
Highlight your communication skills by preparing to discuss how you've effectively liaised with various stakeholders in previous roles. Clear communication is key in this position, so be sure to provide specific examples.
✨Tip Number 4
Research Quilter plc's values and culture thoroughly. Be prepared to explain how your personal values align with theirs, particularly around customer-centricity and innovation, to show that you're a great fit for their team.
We think you need these skills to ace Complaint Investigator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of a Complaint Investigator. Tailor your application to highlight relevant skills and experiences that align with the role.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in complaint handling, customer service, or financial services. Use specific examples to demonstrate your ability to manage multiple cases and communicate effectively.
Showcase Your Writing Skills: Since excellent written communication is essential for this role, ensure your application is well-structured and free of jargon. Use clear and concise language to convey your points, demonstrating your attention to detail.
Express Your Values: Quilter plc values doing the right thing and embracing challenges. In your application, reflect these values by sharing instances where you have acted ethically or taken on challenges in your previous roles.
How to prepare for a job interview at Quilter plc
✨Understand the Role
Make sure you have a clear understanding of what a Complaint Investigator does. Familiarise yourself with the key responsibilities, such as managing multiple cases and adhering to DISP Resolution guidelines. This will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Communication Skills
Since the role requires clear communication with various stakeholders, prepare examples that highlight your verbal and written communication skills. Be ready to discuss how you've effectively communicated complex information in a straightforward manner, avoiding jargon.
✨Demonstrate Your Organisational Skills
As a Complaint Investigator, you'll need to manage your workload independently and meet deadlines. Prepare to discuss specific strategies or tools you use to stay organised and prioritise tasks, especially in a fast-paced environment.
✨Emphasise Your Customer Service Experience
Highlight any previous experience in customer service roles, as this is crucial for the position. Be prepared to share examples of how you've handled difficult situations or complaints, showcasing your ability to build strong relationships and maintain a positive attitude.