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Job Location | Cardiff |
Education | Not Mentioned |
Salary | 30,000 - 35,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Reed Financial services are pleased to be working with a National and highly recognised Wealth Management firm who value long-term relationships and who are a home for people who care about their futurefinancially, environmentally, and socially. Thesecore values have enabled us to become a leading FTSE 100 Wealth Management company.We have a rare opportunity for a Complaints Advisor to join their Client Liaison Division, where the successful person will investigate and resolve Client Advice, Partner-service and product related complaints.Location: Hybrid 2 days a week in office and 3 days remote - Office locations available for this role are Cirencester or Bristol.On offer : 12 month Fixed term contract - upto £35,000 plus 25% bonus potential and benefitsWho we are looking for:A highly organised person who is approachable personable and has excellent decision and reasoning skills. You will be an excellent letter writer, with an eye for detail but with an overarching supportive and adaptable approach to work. Plus need to havea good understanding of Regulatory complaint handling rules with working knowledge of Financial Service products.Job Knowledge: A good technical understanding of all products, including life, pensions and investmentsas well as Trusts and all types of Tax. Experience of regulated complaint handling within the financial services industry. Excellent communication skills, both verbal and written, and the ability to make decisions and clearly document reasoning and action required. CII Certificate in Financial Planning (CF1-5) or Financial Planning Certificate (FPC1-3) as a minimum. CII Level 4 Diploma in Financial Planning or willingness to work towards. Ensures they always treat clients fairly and, where possible, resolves complaints to the clients satisfaction, helping restore the clients relationships. Uses judgement when applying technical knowledge and presents this clearly and concisely, in a way that is easily understood by others.