Job Description

What you’ll be getting up to:

• Completing client contact exercises in line with regulatory requirements and Tenet Policy.
• Guiding the customer and AR firm(s) through the remediation process.
• Ensuring that the correct assessment is undertaken in accordance with evidence and Tenet Policy
• Communicating and providing information by relevant methods internally and externally to assist and enable organizational operations and effective service to connecting groups.
• Maintaining company records and systems accurately and in a timely manner.
• Seeking approval from Manager/PI Insurers for IPL/client contact exercises and redress letters.
• Undertaking loss calculations using Exasoft Redress Manager software or other proprietary brands.

You will be able to demonstrate the following:

• Support the investigations manager to deliver remediation required including client contact/review of evidence.
• Be able to manage responses to client contact and make decisions on appropriate redress.
• Provide feedback to management in the form of Root Cause Analysis at relevant trigger points with recommendations in a timely fashion.
• Be able to complete Customer Care reports to confirm the particulars of every case.
• Be comfortable undertaking projects as required by Tenet management and bring to a satisfactory conclusion.

Some of the benefits our people love are:

• An annual performance-related bonus and salary review;
• 25 days’ holiday as standard, rising to 28 with length of service (and the option to buy or sell up to 5 days), PLUS bank holidays;
• Access to our flexible benefits and staff discounts platform, TenetFLEX;
• 5% Employer Pension Contributions, rising to 7.5% with length of service
• Company-funded Income Protection and Life Assurance Cover;
• Enhanced Maternity and Paternity policies;
• Access to our free Employee Assistance Provider (EAP);
• Fee-Free Financial Advice, including mortgages and insurance;
• An invite to our annual Christmas Party & Conference.

Required Knowledge, Skills, and Abilities

Above average effective communication skills both oral and written Investigative/enquiring approach. Understanding of Retail Financial Market, Retail Mortgage Market and Prudential Regulation. Relevant experience in retail financial services, ideally in an IFA/Network environment. QCF Level 4 Diploma in Financial Planning or similar Awareness of Investigations & FSA Dispute Resolution processes and FOS guidelines. Complaint handling / client file reviewing / Paraplanning or similar.