Claims Handler - Financial Services - Senior Associate

Line of Service

Internal Firm Services

Industry/Sector

Business Services

Specialism

IFS - Internal Firm Services - Other

Management Level

Senior Associate

Job Description & Summary

About this Role:

This role is responsible for assessing and quantifying financial claims through detailed analysis and customer engagement, while maintaining high quality and compliance standards, collaborating across teams, and contributing to continuous process improvement. This role is to be based in either Glasgow or Bradford and will require working 3 days a week on-site.

What your days will look like:

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.

This role is for you if:

Minimum Level 3 qualified in CII Diploma for Regulated Financial Planning (Lv4 d esirable)

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

What you'll receive from us:

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.

Reward and benefits | PwC UK Careers

No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Business Process Outsourcing, Claims Performance Management, Communication, Complaint Management, Compliance Auditing, Compliance Review, Contract Review, Corrective Actions, Creativity, Customer Data Management (CDM), Customer Due Diligence, Customer Handling, Data Entry, Data Quality, Data Quality Assessment, Delivery Excellence, Embracing Change, Emotional Regulation, Empathy, Inclusion, Intellectual Curiosity {+ 20 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

Yes

Job Posting End Date

August 17, 2026