Pension Claim Advisor

Inspired Talent
05 May 2017
04 Jun 2017
Contract Type
Full Time

Our client an award-winning company who specialise in assessing the viability of mis-sold Pensions and Investments would like to recruit experienced professionals to join their expanding team.

You must be CeFa, CertPFS or FPC qualified and have a detailed understanding of all types of Pension products.

The role involves handling inbound warm calls from customers and identifying any potential mis-selling in order to start a claim.

Job Description:

• Handling inbound warm calls from customers who have lost money as a result of investing in products

• Following a set process to identify any potential mis-selling in order to start a claim against a Bank or Financial Advisor

• Managing your own case load / work will be targeted on signed packs back each month

• Updating the internal database management system

• Liaising with Customers, Banks and other Financial Institutions or Advisors

Skills Required:

• Good understanding of regulated Pension products and sales processes followed by banks and financial advisers

• Experience either from a High Street Bank or Financial Advice company and specifically the selling of Pension products, SIPPS and Pension transfers

• Excellent telephone manner is essential and a commitment to the very best customer service

• Experienced sales skills

• Ability to work under pressure in an organised way in a very busy office

• Strong desire to hit targets to achieve bonus

• Excellent Communication skills both written and verbal

Package: Basic is up to £25,000 depending on experience plus commission (OTE £33,000)!