Pensions Claims Advisor

10 Jan 2018
09 Feb 2018
Contract Type
Full Time
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
This job was originally posted as