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Investments Claims Adviser

Posted 19 February by Goldstone Laine Easy Apply Ended

Investment Claims Adviser

Our client is an Award Winning Claims Management Firm due to expansion they are looking to recruit an Investment Claims adviser.

An Investment Claims Adviser be:

An experienced Investment specialist with the ability to assess the viability of mis-sold Investment claims.

You must be CeFa, CertPFS or FPC qualified and have a detailed understanding of all types of Investment products including OEIC's, ISA's, Bonds and Unit Trusts.

Alternatively anyone that has handled Investment mis-selling complaints whilst working on behalf of a high st bank.

The role involves handling inbound warm calls from customers who have lost out as a result of poor pension advice. The adviser will follow a set process to identify any potential mis-selling in order to start a claim against a bank or financial adviser.

Investment Claims Adviser Key skills:

Good understanding of regulated pension products and sales process followed by banks and financial advisers

Excellent telephone manner is essential and a commitment to the very best customer service

Excellent sales skills

Ability to work under pressure in an organised way in a very busy office

Strong desire to hit targets to achieve bonus


£25k basic OTE c £35k

Hours Mon-Fri 9-30 to 5.30 OR 11.30 to 7.30

Holidays 28 days

Required skills

  • Adviser
  • CeFA
  • Claims
  • Investment
  • Pensions

Reference: 32926116

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