Paralegal - Financial Claims

Golden Egg Recruitment
Preston, UK
07 Aug 2019
09 Sep 2019
Contract Type
Full Time
Paralegal - Financial Claims

We currently have a fantastic opportunity for an experienced Paralegal on Financial Claims to join our claims management team.

Your role will focus on helping the resolution of investment claims between our clients and financial institutions, Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS). As a paralegal on financial cases, you will be responsible for ensuring that clients queries are dealt with quickly and efficiently. You will liaise regularly with a wide range of clients and financial advisers over the phone and in writing.

What knowledge, skills & experience we need:

¨Previous experience working in a successful claim handler role is essential (As the candidate will be reviewing and investigating complaints across various financial products)

¨Handling caseload of complex Pension and Investment mis-selling complaints against Financial Institutions in line with compliance and legislation.

¨Checking advisers Reports for the quality of advice given and establishing if the client has been mis-sold.

¨Checking files to ensure that the advice had been given in a compliant manner establishing if the client has been mis-sold.

¨Analysing investments to evaluate losses on investments due to mis-advice

¨Completion of Client Fact Find interviews to exacting standards to ensure viability of complaint and potential outcomes.

¨Produced bespoke and individually tailored complaint report questioning the original pension/investment advice including the generation of complaint letters to Financial Institutions, FOS and submitting FSCS applications.

¨Effective case management ensuring cases progress in a timely manner, building rapport with Clients, dealing with any queries, logging information relating to each Client onto CRM System.

¨Sound experience of working with the Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS) an understanding of their processes and requirements

¨Excellent attention to detail and accuracy skills

¨Very strong administration and IT skills

¨Confident telephone skills and communication (polite, clearly spoken and articulate)

¨You should be driven, flexible and able to work to targets and take ownership of workload

Additional Information

As part of Palmira Capital recruitment process all successful applicants are required to complete the company's employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the company, existing employees, clients, partners and other stakeholders.

The background checks made will establish your eligibility to work in the UK, and criminal record check and financial checks with a credit reference agency will also be undertaken.

The employment screening process will fully comply with Data Protection and other applicable laws.

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