Investment Claims Adviser

Kelly Services
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

We need a number of people who have experience as Financial Advisers, ideally for a high st bank and specifically the selling of Investment products like ISA`s, Unit Trust and Investment Bonds.

Ideally you will have sold these products in the last 2 years (although this is not essential) and you must be CeFa, CertPFS or FPC qualified.

The role involves handling inbound warm calls from customers who have lost money as a result of investing in these products. The adviser will follow a set process to identify any potential mis-selling in order to start a claim against a bank or financial adviser. The adviser will have his/her own case load to work and will be targeted on signed packs back each month.

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 £20,000 to £25,000 depending on experience plus commission of around £5000 to £8000 per annum.

Hours: 9.30 to 5.30 and/or 11.30 to 7.30 Mon to Fri and possibly some Saturdays depending on company requirements. Flexibility is important as the business grows the working hours may need to change

Holidays: 28 days per annum