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Title
Investment Complaint Handler
Type
Permanent
Location
London
Day Rate/Salary
£29,000 to £34,000
Client Profile
Our Client is a leading global wealth manager with focuses on private and intermediary clients worldwide. They provide international and private banking, investment management, fiduciary services and brokerage.
Job Description
The role holder will be required to undertake proactive case load management to ensure that complaint cases are progressed to resolution according to regulatory timescales, without unnecessary delays and are dealt with in priority order to achieve individual and team targets.
Required Experience
- Clear & concise decision making.
- Ability to calculate levels of redress or compensation and evaluating levels of goodwill payments as appropriate.
- You must be able to clearly explain the reasons for case decisions to internal/external clients.
- The role holder will adhere to the CRD Accreditation Scheme, achieving the required level of quality on an ongoing basis across all areas of complaint handling
- Thorough knowledge of Life, Pension and Investment products and of the Regulated Financial Services environment
Qualifications
- FPC or CEFA