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PricewaterhouseCoopers (PwC)

Global professional services: assurance, tax, consulting

Claims Handler Senior Associate - Financial Services

Claims AdjudicationConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Minimum Level 3 qualification in the CII Diploma for Regulated Financial Planning; Level 4 is desirable.
  • Experience assessing and quantifying financial claims.
  • Ability to apply a logical and analytical approach to work.
  • Excellent written and verbal communication skills.
  • Aptitude for learning new systems and IT applications.
  • Highly organised and meticulous.

Responsibilities

  • Assess and validate pension and investment claims by reviewing supporting documentation, gathering additional information where required, and determining claim eligibility.
  • Perform accurate loss calculations and prepare clear assessment reports, ensuring all records and documentation are maintained in line with company policies and regulatory requirements.
  • Conduct customer touchpoint calls in accordance with regulatory guidance and Standard Operating Procedures, providing a positive and compliant customer experience.
  • Support quality assurance by providing feedback to the pre-assessment team, maintaining high-quality standards, and ensuring work is completed accurately first time.
  • Monitor and take ownership of individual KPIs and quality targets, proactively escalating challenges, queries, exceptions, or risks to the Team Leader as required.
  • Participate in daily team huddles, contribute to continuous improvement initiatives, and support enhancements to case assessment and claim quantification processes.

Desired Qualifications

  • Level 4 qualification in the CII Diploma for Regulated Financial Planning.

About the Company

PricewaterhouseCoopers (PwC)

Global professional services: assurance, tax, consulting

PwC provides assurance (audit), tax, legal services, consulting and deals advisory to organisations worldwide. It uses multidisciplinary teams across accounting, advisory, technology and industry, delivered through a global network of locally established firms that collaborate with technology partners to offer AI, cloud, managed services and digital trust. PwC differentiates itself with an integrated, global-local service model and technology-enabled offerings that address complex client needs across risk, transformation, reporting and sustainability. Its goal is to help clients improve governance, efficiency and value by supporting reporting accuracy, business transformation, risk management and sustainable practices.

Company size
10,001+
Company stage
Early VC
Total funding
$3.3M
Headquarters
London, United Kingdom
Founded
1989

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