Job Description
Meraki Talent are looking to appoint two experienced Investments Complaints Specialists to join a well-established and growing team. These are excellent opportunities for individuals with a strong investment background and complaints handling expertise who are looking to work on complex, high-value cases involving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
You will be responsible for managing and resolving complex investment-related complaints, ensuring fair client outcomes while maintaining regulatory compliance.
Key responsibilities include:
You will be responsible for managing and resolving complex investment-related complaints, ensuring fair client outcomes while maintaining regulatory compliance.
Key responsibilities include:
- Investigating and resolving complex investment complaints, including mis-selling and misadvice cases
- Performing manual calculations relating to redress, loss assessments, and tax implications
- Reviewing discretionary portfolio management and investment strategies
- Analysing suitability reports, financial illustrations, and advisory recommendations
- Communicatin...