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Pensions Claims Advisor

Posted 5 February by Supersource Ended
* CeFa, CertPFS or FPC qualified
* Understanding of SIPPs and Pension Transfers

Pensions Claims Advisor

* 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, 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


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

Reference: 34395041

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