Finance Investigator

Investigator, Pensions, Investments and Insurance Belfast Make a positive difference to financial services Contract: Permanent All applicants must live and work in Northern Ireland. Working hours: full time (35 hours pw) and part time (28 hours pw) Salary: £32,577 pa (full time), £26,061.60 pa (part time) Reporting to: Ombudsman Manager Start date: 30th November 2026 Our current hybrid policy requires four days per fortnight in the office. Join the Becoming an Investigator recruitment network and be one of the first to hear about upcoming opportunities in your area: here As part of your induction, youll need to spend your first week in our London office. About us The Financial Ombudsman Service is an independent, not-for-profit organisation that plays a vital role in UK financial services. Every day we help resolve disputes between consumers, or small businesses, and their financial service providers. The complaints we deal with vary. A customer might be having trouble with their bank account, struggling with payday loans, think an insurance pay out isnt fair, or be worried about their mortgage. The decisions we make have a huge impact: they can be life-changing for individuals, and they provide insights which are useful for financial businesses. By joining us as an Investigator, youll play a key role in pensions, investments and insurance products. Key responsibilities As an Investigator new to the role, youll spend up to six months in our academy getting the training you need to make fair and reasonable decisions with certainty. Investigating complaints about pensions, investments and insurance products Managing your caseload effectively to reach targets Managing relationships with our customers both consumers and financial businesses Examining evidence to get to the heart of each complaint Weighing up all sides of a story and assessing the relevant rules and regulations to make fair and reasonable decisions Communicating with empathy listening carefully to both sides, asking the right questions and using sound judgement, and Communicating your findings clearly, explaining what you think and why through a clear and structured written response Person specification Youll be a self-starter who can prioritise tasks and work well independently. You may have experience in customer services, sales or retail, in a legal/paralegal role, or have worked in casework, claims or investigative work for another public agency. Essential Criteria Demonstrable experience working in pensions, investments and insurance related products Expertise making fair and balanced decisions, where you must articulate your thinking clearly Excellent communication skills, including a talent for listening and explaining things in clear language as well as good written English Experience providing excellent customer service with people who may be angry or upset Problem solving and finding constructive solutions Strong administrative skills and the ability to prioritise your workload History of working to meet targets or service level agreements Desirable Criteria Knowledge of financial products Relevant qualifications within pensions, investments and insurance Experience in decision making or investigative roles for example, legal, paralegal, casework or claims Why the Financial Ombudsman Service? So, as well as a competitive salary, we offer a great package of benefits, including: Core benefits including generous pension, life assurance, critical illness cover, income protection, personal accident cover, private medical insurance, virtual GP Optional benefits including travel insurance, technology scheme, cycle to work scheme, dining and lifestyle memberships, dental cover Holiday entitlement of 25 days, with the option to buy or sell extra days (full time equivalent) Discounts on your everyday shopping, from groceries and petrol to household goods and gift vouchers An Employee Assistance Program offering professional support with legal, health and money issues Opportunities for personal and career development Find out more about our work culture on our website, where we also have a dedicated careers page. How to apply Go to the website and upload your CV, which should highlight relevant skills and experience and explain any gaps in your working life. As part of our investigator recruitment process, applicants who demonstrate the required experience and background through their CV and application will be invited to complete our online assessments. Talent Pool Please note that positions are limited and will be filled on the highest scores at interview. qualifying candidates may be placed in a Talent Pool for future opportunities should they chose to be put on this list. Being part of the Talent Pool does not guarantee a position but ensures you will be considered should further openings arise. Proud to be an inclusive employer Reflecting the communities, we serve helps us provide the best service to our customers. Diversity and inclusion are fundamental to our success, so we welcome applications from women and other under-represented groups. We are proud to be a Disability Confident Leader and, under the scheme, will progress a fair and proportionate number of disabled applicants who meet the minimum criteria to interview. Interviews may be conducted via video, telephone, or an panel Interview, with some vacancies requiring an online assessment to measure the minimum criteria. You can find out more about our Diversity and inclusion strategy and plans on our website where you can also read our 2022 Diversity, Inclusion and Wellbeing report.