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Financial Investigator

Job Introduction

Your World Professional is currently recruiting a Financial Investigator in London on a permanent basis.

Job Description

Financial Investigator

Sector: Financial

Type of role: Permanent

Location: Canary Wharf 

Hours per week: Full time 35 hours a week

Working days and hours:

  • Full Time - Monday to Friday working 9am to 5pm with 3 x out of hours phone shifts you would need to do per month which would be 8am to 4pm or 12pm to 8pm
  • After your probation, you be eligible to work flexible working hours. This will include the option of starting later or finishing earlier.
  • You may be required to work an odd Saturday throughout the year to take calls and set up investigations out of hours.

What the client offers you

Salary: £28,000 per annum

Benefits from day one includes:

  • Pension
  • Critical illness
  • Income protection
  • Life insurance
  • Employee assistant programme
  • Holiday entitlement
  • Benefit allowance
  • Free gym access on site 24 hours a day
  • Many more benefits after you pass your probation and through length of service



  • The successful candidate will receive 4 months training initial training which will include both classroom and at the desk training. This training will cover one or two products that the client deals with and then throughout their career they’ll learn about all of the client’s products.  
  • Please note for the first four weeks of training, the successful candidate must be available without any holiday or time off booked.
  • You will spend the final 2 months of training with your team, supporting them with live cases and handling your own.



All new starters will start ‘new to role’. Then there is level 1, level 2, level 3. After that we also have a Senior Investigator role, which has two levels. The client tends to see people progress after 12 to 18 months.


Duties will include:

  • Providing exceptional customer service to assist to settle individual disputes between consumers and businesses that provide financial services via email and phone
  • Completing 3 out of hours phone shifts per month providing updates to individuals and businesses updates
  • Investigating cases and delivering answers.
  • Reviewing previous examples of cases and the decision made to ensure the correct outcome is achieved
  • Attending regular case clinics, to build up knowledge and experience on cases
  • Utilising the client’s intranet in regards of the client’s products they deal with and policies and procedures that may impact them.
  • Deliver a timely answer that is not only is fair but also feels fair and helps everyone involved to move forward.
  • Putting people at the heart of everything we do so that customers’ needs come first
  • Taking responsibility for delivering your objectives and working with your team to contribute to meeting our wider commitments
  • Listening to the full story to get to the heart of problems – asking the right questions to uncover potentially hidden issues, and capturing details and insight accurately on our systems
  • Taking responsibility for a wide range of enquiries and problems – whatever stage they’re at – and making sure you understand and evaluate the key information so you can reach fair outcomes
  • Being proactive and organised – doing all you can to ensure problems are sorted out as quickly and efficiently as possible, so that there are no customers waiting
  • Tailoring the way you engage with each customer – whether business or consumer – taking account of the individual circumstances in each case and the impact the problem is having on those involved
  • Communicating effectively over the phone, in writing and on social media, in a clear, balanced and thoughtful way – showing you understand the customer’s point of balanced and thoughtful way – showing you understand the customer’s point of


Targets of the role:

As a new to role investigator, the current target is to close 2 cases per week. This may change and will differ as you progress through the different levels of the role.


Essential skills, knowledge and experience

  • Strong prioritisation skills
  • Communication skills
  • Ability to evaluate evidence using sound judgement and empathy
  • Decision making skills
  • Resilience and ability to work under pressure
  • Ability to work autonomously and take ownership for their workload


Candidates of interest

  • Exceptional Customer Service environments for written and verbal
  • Financial Customer Service experience
  • Customer service experience in the following areas of Insurance, Mortgage, Pension, Banking, Credit card, Investments, Loans, Claims Management and Small Medium Enterprises
  • Dealing with Complaints experience
  • Research experience


Interview Process

  • Submit application through Your World, this will include sending your up to date CV and completing a telephone interview
  • Passing the Online assessment of SHL verbal reasoning (arranged by Your World Recruitment)
  • Onsite Interview process will include a 60-minute written exercise, if this is passed then a face to face interview will be held afterwards. Allow up to 2.5 hours


Do you have Financial Customer Service experience written and verbal?

Do you have exceptional Customer Service experience written and verbal?

Do you customer service experience in any of the areas mentioned above?

Are you happy to work Monday to Friday working 9am to 5pm with 3 x out of hours phone shifts per month?

Apply Now