Technical Complaints Specialist

To professionally resolve customer complaints across Pension, Investment & Mortgage products in accordance with FCA rules and the Treating Client’s fairly principles. To provide technical services, expertise, process enhancements, redress solutions and root cause analysis to the wider Openwork organisation.

Hybrid role in Swindon: 3 days per week.

• Bonus scheme - on target bonus - 10%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

• Be an expert in resolving complaints across all pensions, investment and mortgage products, propositions and providers.
• Work closely with the Adviser Investigation Team & Data Protection Officer and Legal where appropriate.
• Achieve FCA/FOS time frames, whilst investigating client complaints in a fair and unbiased way.
• Use knowledge and experience to provide root cause feedback to the business. Escalating sensitive issues to the appropriate level within the organisation.
• Ensure the Team’s processes, procedures and colleagues remain compliant.

• Level 4 Diploma in Financial Planning (or at least working towards it)
• Experience working in complaints within Financial Services
• Strong product knowledge across pensions, investment & mortgage products
• Excellent communicator and the ability to listen and build relationships effectively.
• Good market, risk and business awareness.

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.

At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Base salary £27,500 with OTE of £45,000-£60,000