Starting salary £18,000 per annum
27 Sep 2020

Role & Department Overview

  • Permanent, full-time graduate opportunity
  • £18,000 starting salary
  • Based in Ribchester, Preston
  • Open to graduates from any degree scheme, 2:2 or higher
About Palmira Capital
Palmira Capital Limited is a team of experts solely focused on offering claims management in Financial Products and services, investments and pensions. We are completely familiar with all issues that surround the mis-selling of these products.

Our multidisciplinary team has vast experience in financial investment products and pensions, claims management and compliance.

Our technical expertise reinforces our drive and determination to protect the rights and obtain financial redress for those who have suffered damage, injury or loss. We are a client-orientated company with a forward-thinking approach to providing expert advice to ensure that we support you efficiently and effectively during your claim journey

About the role

We currently have a fantastic opportunity for a graduate to join our claims management team. Your role will focus on helping the resolution of investment claims between our clients and financial institutions, Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS).

As a case worker on financial claims, you will be responsible for ensuring that clients' queries are dealt with quickly and efficiently. You will liaise regularly with a wide range of clients and financial advisers over the phone and in writing.

The case worker is mainly responsible for creating a strong case for our clients. This involves analysing a client's portfolio and examining available evidence to build the argument which would influence the decision on whether or not this case would be successful. We are looking for someone with attention to detail, initiative, and the ability to multitask.

Job Description

  • Reviewing and investigating complaints across various financial products.
  • Handling caseload of complex Pension and Investment mis-selling complaints against Financial Institutions in line with compliance and legislation.
  • Checking advisers Reports for the quality of advice given and establishing if the client has been mis-sold.
  • Checking files to ensure that the advice had been given in a compliant manner establishing if the client has been mis-sold.
  • Analysing investments to evaluate losses on investments due to mis-advice.
  • Completion of Client Fact Find interviews to exacting standards to ensure viability of complaint and potential outcomes.
  • Produced bespoke and individually tailored complaint reports questioning the original pension/investment advice including the generation of complaint letters to Financial Institutions, FOS and submitting FSCS applications.
  • Effective case management ensures case progress in a timely manner, building rapport with Clients, dealing with any queries, logging information relating to each Client onto the CRM System.
  • Sound experience of working with the Financial Ombudsman Service (FOS) and Financial Services Compensation Scheme (FSCS) an understanding of their processes and requirements.
  • Excellent attention to detail and accuracy skills.
  • Very strong administration and IT skills (Excel, Word and PDF).
  • Confident telephone skills and communication (polite, clearly spoken and articulate).
  • You should be driven, flexible and able to work to targets and take ownership of workload.

Person Specification

Qualifications and necessary skills:
  • A University Degree, 2:2 or above.
  • Excellent Excel skills (including Pivot Tables and Macros).
  • Proficient in Word and Adobe PDF.
  • Attention to Detail.
  • Customer Service Experience.
  • Positive Friendly Attitude and Teamwork.
  • Drivers Licence and a Car.
Please be advised that our offices are in Ribchester and a car is required to reach our office.
To apply for this role please submit a tailored CV and cover letter directly to Palmira Capital Limited by email at

Help and advice on making applications can be found on the Lancaster University Careers pages. Visit