Case Handler - Life and Pensions (Crawley)

Our client, a ‘Big Four’ Financial Services Consultancy, is seeking Case Handlers to join a financial regulation project, focused on the review of customer claims, relating to retirement options.

This is a rapidly expanding, fast paced project, with the opportunity to utilise your previous case handling experience and develop technical knowledge of pensions and annuities.

Responsibilities:

• Conduct a thorough investigation into customer cases; managing the process from start to finish, within set deadlines.
• Liaise with customers and third parties.
• Use various in-house systems.
• Reach a fair outcome for all parties, in line with FCA guidelines.
• Produce final response letters.
• Calculate redress for successful cases.
• Utilise technical knowledge to support junior colleagues.
• Provide a clear audit trail and final report for each case.
• Liaise with senior management.

Requirements:

• Case handling experience within financial services or similar.
• Technical knowledge of pensions and annuities products is highly advantageous.
• Financial services qualifications are desirable.
• Track record of meeting quality and productivity targets.
• Technical working knowledge of the complaint handling process.
• Proactive attitude to resolve cases in a timely manner.
• Passion for customer service.
• Excellent verbal and written communication.
• Investigation and problem solving skills.
• IT and database proficiency.

This is a full time contract role until June 2020, based in Crawley. Working hours are Monday - Friday 09:00-17:30.

There are multiple intakes in January 2019.

If you are interested in this opportunity, please send your CV to Diana Duggan Associates.