Pension Advisor

Sjr Recruitment Limited
08 Mar 2018
07 Apr 2018
Contract Type
Full Time

Pension Advisor

£25,000 – (OTE £30,000 Plus)

Hours: Business Hours – 35 Hour Week


We need 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 for Pensions Advisor:

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 for Pensions Advisor:

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

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