Additional Resources Ltd.
This job has been posted for more than 30 working days and has expired.

Investment Claims Advisor - CeFa, CertPFS or FPC qualified - Bolton, Lancashire

Investment Claims Advisor - CeFa, CertPFS or FPC qualified - Bolton, Lancashire

Salary £20-30,000

Key Words - Investment, Claims, Financial Advisor, CeFa, Cert, PFS, FPC, Pensions, ISA`s, Unit Trust, Investment Bonds, High Street Banks.

The Company

We're here to help you fight back against unfair investment and pension mis-selling.

We put your financial interests at the heart of everything we do, with a team of experts ready to talk about your situation.

Must haves

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

Job description

We need a number of people who have experience as Financial Advisers, ideally for a high Street 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

Key Words : Investment, Claims, Financial Advisor, CeFa, Cert, PFS, FPC, Pensions, ISA`s, Unit Trust, Investment Bonds.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003