Complaints Handler - Edinburgh, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Salary: 32ph

Location:
Edinburgh

Duration: 3 months (with intend to go perm)

Responsibilities:

Conduct Data Enrichment & Validation activity ('DE&V')
Dealing with Pensions predominantly SIPP wrappers containing underlying funds in both accumulation and decumulation phases.
Working with OEICs both ISA and nonISA as well as Investment Bonds
Complaints relating to Venture capital products such as VCTs and EIS schemes and DB pension transfer advice.
Carry out customer contact (where required) to conclude Suitability Assessment
Perform redress calculations
Write final response letters
Rapidly incorporate ongoing business and process changes into your ways of working and conducting case reviews
Act upon feedback from quality checking functions, learning from any mistakes and rectifying moving forwards
Support other team members with their case reviews

Essential skills & experience required:

Extensive case handling/complaint handling experience, ideally within Financial Services
Experience of dealing with customers in a regulated environment (Pensions and Investments is a MUST)
Ability to demonstrate decision making using a holistic approach
PC skills (Word and Excel)
Strong literacy / numeracy
Excellent attention to detail and accuracy
Ability to work to demanding deadlines (workflow & time management)
Ability to attain and maintain specified quality and production targets
Ability to work independently & as part of a rapidly changing team
Demonstrate an ability to work with honesty, integrity and trustworthiness
Maintain high standards of professionalism and competence
Good communication skills
Good letter writing skills
Good telephony skills