roles we offer

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.

The role holder will be accountable for dealing with individual customer complaints relating to the sale of life, pensions and investment products, ensuring that they are managed and progressed to resolution in accordance with the Handbook and therefore in line with regulatory requirements.

You will be responsible for ensuring that all complaints are dealt within the regulatory requirements of the FSA and following the guidelines/requirements of the FOS to prevent the censure and imposition of fines

• The right candidate will have a thorough knowledge of Life, Pension and Investment products, including InvestmentPortfolios, and of the Regulated Financial Services environment, along with experience of redress calculations.
• A thorough understanding of the complaints lifecycle within the financial industry is required.
• The role holder will support the development of the complaint handlers by acting as technical point of contact and by maintaining an open and honest working relationship through discussion and sharing of information, andcreating 'best practice' in relation to the standards applied.
• 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

• One or more of the below
• FPC
• G60
• Cefa