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- Tasks: Manage client complaints and shape positive outcomes for a better experience.
- Company: Join Succession Wealth, a leading financial planning organisation dedicated to client empowerment.
- Benefits: Enjoy discounts, health benefits, flexible options, and support for professional development.
- Other info: Be part of a diverse team that values inclusion and innovation.
- Why this job: Make a meaningful impact while helping clients feel valued and supported.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Field‑based aligned to your nearest local office.
About Succession Wealth
Succession Wealth, part of the Aviva Group, is one of the UK’s leading independent financial planning and wealth management organisations. We’re dedicated to empowering people to take control of their financial future. Through personalised advice, long‑term relationships and a commitment to exceptional client service, we help individuals, families and businesses build confidence in their financial wellbeing. Our people are at the heart of this mission - working collaboratively, acting with integrity, and always putting clients first.
The Role
Our Client Resolution Team plays a vital role in ensuring clients feel supported and valued. As a Complaints Case Manager, you will help shape fair and positive outcomes for clients. Your work will directly influence how we learn, evolve and continuously enhance the overall client experience. This is an opportunity to make a meaningful impact across the business, supporting both clients and colleagues with professionalism, empathy and expertise.
Key Responsibilities Include:
- Case Management
A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
Support with cost of professional exams/study days.
Charity Days.
Company Events.
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Complaints Case Manager employer: Successionwealth
Contact Detail:
Successionwealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Complaints Case Manager
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Succession Wealth on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Succession's values. They’re all about client care and collaboration, so think of examples from your past that show how you embody these traits. We want to see that you can fit right in!
✨Tip Number 3
Practice your case management skills! You might be asked to handle a mock complaint during the interview. Brush up on your problem-solving techniques and be ready to demonstrate your empathy and professionalism.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Succession Wealth.
We think you need these skills to ace Complaints Case Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Complaints Case Manager role. Highlight your relevant experience in case management and client resolution, showing us how you can contribute to our mission of exceptional client service.
Showcase Your Empathy: In your application, let us see your empathetic side! Share examples of how you've handled complaints or difficult situations in the past, demonstrating your ability to support clients with professionalism and care.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key skills and experiences shine through without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you’ll ensure your application reaches us quickly and efficiently, giving you the best chance to join our fantastic team at Succession Wealth!
How to prepare for a job interview at Successionwealth
✨Know Your Stuff
Before the interview, make sure you understand Succession Wealth's mission and values. Familiarise yourself with their approach to client service and how they handle complaints. This will show that you're genuinely interested in the role and align with their ethos.
✨Showcase Your Empathy
As a Complaints Case Manager, empathy is key. Prepare examples from your past experiences where you've successfully resolved conflicts or supported clients through difficult situations. Highlighting your ability to connect with clients will demonstrate that you can handle sensitive issues with care.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the Client Resolution Team and how they measure success. This not only shows your interest but also helps you gauge if the company culture aligns with your values.
✨Practice Active Listening
During the interview, listen carefully to the questions being asked. Take a moment to think before responding, ensuring your answers are relevant and concise. This will reflect your professionalism and ability to engage effectively with clients.