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Investment Complaint Executive

Company

Confidential

Location

Glasgow, United Kingdom

Type

Full-time

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:
  • 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...

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