Paul Cox
Complaint Investigator @Quilter Financial Planning
Carlisle, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Complaint Investigator @Quilter Financial Planning
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Responsible for end-to-end investigation of complex pension and investment complaints across a wide range of platforms and systems for a large IFA Firm. Death Claims, Pension Sharing Orders, Trusts, and Taxation. Involved Customer contact Redress and Negotiation. File Building and Evidence Gathering and Liaison with FOS
SKILLS
Fpc 3FinanceCemap QualifiedPensionsInvestment ReviewFinancial RiskManagementMortgage LendingMortgage ComplaintsLoansWealth ManagementBankingRisk ManagementInterest Rate HedgingFinancial AdvisorySalesFpc 1PvcFpc 2Income ProtectionFinancial ServicesCrmInvestmentsR 01Private Banking
ABOUT PAUL COX
Professional Financial Services Contractor with 4 years experience accross…
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