Job Overview: We are seeking a highly organised and detail-oriented individual to join our team as a Claims Handler for a market leading Claims Management Company.
In this role, you will play a critical role in assessing and managing claims related to poor financial management within the financial advice sector. This role involves investigating claims made by consumers who believe they have been subjected to unfair ongoing management by their financial adviser. You will be responsible for reviewing the client files, evaluating claims and raising letters of complaint, and facilitating fair resolutions for affected individuals.
Key Responsibilities:
- Review documentation provided by financial advisers.
- Conduct thorough investigations into the circumstances surrounding the ongoing management of the client and their ongoing service.
- Gather evidence from multiple sources to support claim assessment, such as client statements and communication records.
- Determine the validity of the claim and identify the specific areas of poor management.
- Provide clear and concise communication to claimants regarding the status of their claims, requested documentation, and next steps in the process.
- Work collaboratively with internal teams to determine appropriate resolutions for validated claims, which may include refunds, loan modifications, or other forms of compensation.
- Ensure timely and fair resolution of claims while balancing the interests of both claimants and financial institutions.
Experience/Skills:
- Proven experience in some sort of complaints handling role with the Financial Services sector.
- If not, someone who is a fast learner, and from a Financial Services background.
- Attention to detail and accuracy.
- Exceptional organisational and multitasking abilities.
- Proficiency in using office software and other relevant tools.
- Strong communication and interpersonal skills.
Details of package:
- £30,000 subject to experience
- Auto Enrolment pension with Royal London
- On site parking
- On site free state of the art studio gym
- On site independent boutique coffee shop