Investment Claims Advisor

10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Investment Claims Advisor – Based in Bolton

  • Ideally you should be CeFA, CertPFS or FPC qualified and have been a Financial Adviser.
  • Experience of working in a bank or financial services have knowledge and of regulated investments such as ISAs, Unit Trusts and Investment Bonds.
The role involves handling inbound warm calls from customers who have lost out as a result of unsuitable investment 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 investment 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
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