Pension Claims Adviser

Posted 5 days ago by Goldstone Laine

My client requires an experienced Pension specialist to assess the viability of mis-sold pension claims.

Ideally you should be CeFA, CertPFS or FPC qualified and have a detailed understanding of all types of Pension products including SIPPs and Pension transfers.

However, we are keen to speak with anyone who has experience in Pension advice or administration or been involved in the Pension transfer process.

The role involves handling inbound warm calls from customers who have lost out as a result of unsuitable Pension advice. The adviser will follow a defined process to identify any potential mis-selling and be involved in preparing a claim against a bank or financial 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

Package

Basic salary £18,000 to £25,000 depending on role and experience. There is also an attractive commission structure.

Hours: 35 hours per week, normally 9.30 - 5.30 or 11.30 - 7.30. However flexibility is required as there may be a need to work a shift between 9am and 9pm.

Holidays: 28 days per annum

Required skills

  • Advice
  • CeFA
  • Pensions
  • Sales
  • Telephone Manner

Reference: 34121194

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