Financial Claims Handler

Recruiter
Laura Hartley Recruitment
Location
Preston, UK
Salary
Competitive
Posted
21 Oct 2019
Closes
03 Nov 2019
Ref
1306659623
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title:Financial Claims Handler - 1689
Location:Preston
Salary:Up to £22,000 depending on experience

Are you experienced within handling financial claims? Are you looking to join an up and coming business where you can grow your career?

LH Recruitment are excited to be working with a great company who are looking to recruit an experienced Financial Claims Handler to join their expanding business based in the heart of the Ribble Valley.

This is a fantastic opportunity to join an FCA registered company and make the role your own. You will be working alongside their Claims Management team to ensure the resolution of investment claims between clients and financial institutions, FOS and FSCS.

Key Responsibilities of the Financial Claims Handler:
*Handling a caseload of complex 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.
*Produce 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.

The Successful Financial Claims Handler:
*Experience working on the FOS and FSCS with an understanding of their processes and requirements
*Experience drafting/editing client correspondence
*Excellent attention to detail
*Excellent IT and administration skills
*Confident and articulate communication skills both in person and on the phone
*Able to work towards targets and take ownership of the workload assigned

Our client is offering a starting salary of £18,000 to £22,000 for the Financial Claims Handler depending on experience with salary reviews in place. Due to the nature of the position our client will be carrying out full background checks.

If you are an experienced Financial Claims Handler contact the team for more information.

LHR acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. LHR is an Equal Opportunities Employer.

Similar jobs

Similar jobs