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Home / Meet The Team / JP

JP

Senior Case Manager

 

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You can do the claim yourself directly to the adviser or pension company for no charge. You can also approach the Financial Ombudsman Service and Financial Services Compensation Scheme for free if you wish for them to review your case, providing you have approached the adviser or pension provider first, and it falls within their remit.

Jonathan Proctor

Role: Head Claim Adviser & Business Development Manager

Jonathan oversees the day-to-day operation of our Claims Advisers, ensuring that their roles and responsibilities are clearly defined and standards are met when it comes to delivering service to our prospective claims clients.

Responsible for both the initial and ongoing training for Claims Advisers, Jonathan lends his extensive experience of the pensions industry and customer service to every member of the team, while liaising with our quality control staff to identify further training requirements.

Qualifications Attained:

CEMAP 1, 2 and 3 – CII

RO1 (Financial Services, Regulation & Ethics) – CII

RO4 (Pensions and Retirement Planning – CII

RO5 (Financial Protection) – CII

Ongoing Qualifications:

RO3 (Personal Taxation) – CII

Greatest Achievement at Get Claims Advice:

 

Greatest Personal Achievement:

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