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Telephone Based Pensions Consultant

Posted 27 February by CleverHR Easy Apply Ended

We have an opportunity to join an award-winning firm of Independent Financial Advisers. The business has an excellent reputation for creating impartial financial solutions for both individuals and companies and are seeking to add a Financial Adviser to the business. This is a great opportunity for someone who is keen to join a dynamic team leading of Pensions and Retirement Specialists. The role comes with a competitive basic salary and bonus structure, as well as a very good benefits package.

Job Purpose:

  • Expertly deliver independent advice on a range of financial services to clients over the telephone
  • Ensure advice given is done so in a compliant manner in line with FCA and company regulations, policies and values
  • Maintain and nurture existing client relationships
  • Deliver an excellent customer experience at all times
  • Engage with performance management processes in accordance with company policy and values
  • Demonstrate an ability to work well with others and act as a team player

About You, your Experience and Qualifications:

  • Experience in Pensions and Retirement Planning and be well versed in DB transfers and scheme structures.
  • CAS Status and be Level 4 Qualified with Specialist Pension qualifications such as AF3 or G60 (or intention to study to pass)
  • Strong communicator and have a working knowledge of the financial services industry.
  • Good technical knowledge and be fully computer literate.
  • Ability to keep abreast of changes/development in own area of expertise
  • Ability to work as part of a team
  • Oral and written communication skills


  • OTE of 60K plus
  • 23 plus days holidays
  • Company Pension Scheme
  • Private Medical Insurance
  • 4 x Death in Service.

Required skills

  • Customer Service
  • Pensions

Reference: 34564171

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