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- Tasks: Support customers with clear guidance on their pension journey through inbound calls.
- Company: Firstsource, a leading financial services partner with a focus on customer care.
- Benefits: Work from home, company pension, employee discounts, and health programmes.
- Other info: Join a supportive team with opportunities for personal growth and development.
- Why this job: Make a real difference by helping customers understand their pension options confidently.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 25312 - 25312 £ per year.
This is a brilliant opportunity to work in partnership with one of our financial service clients to support our customers with clear, confident guidance at every stage of their pension journey. As a Pensions Customer Service Advisor, you’ll be the reassuring voice who explains and helps customers understand their options, all while keeping things compliant and customer-friendly.
What you'll be doing:
- Taking inbound calls on our general helpline, helping customers with questions about their pensions
- Handling queries around pension pot value, tax-free allowances, timescales, and withdrawal options
- Supporting customers through common requests such as full encashments, partial encashments, and 25% tax-free withdrawals
- Following FCA and PRA regulations, using scripts and guidance to ensure every customer gets clear, fair information
- Keeping detailed and accurate records of every call
- Understanding the regulatory processes and guidelines to keep our customers and their accounts safe
Personal Qualities:
- You’re a clear, confident communicator, both on the phone and in writing
- You can break down complex information in a way that feels simple, friendly, and reassuring
- You’re detail-focused and comfortable following scripts, guidance, and regulations
- You’re reliable, adaptable, and naturally self-motivated
- You build rapport easily, with customers and your teammates alike
Pensions Advisor in Dartford employer: Firstsource
Contact Detail:
Firstsource Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Advisor in Dartford
✨Tip Number 1
Network like a pro! Reach out to friends, family, and former colleagues to let them know you're on the hunt for a Pensions Advisor role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your phone skills! Since you'll be taking inbound calls, it’s crucial to sound confident and clear. Grab a friend and do some mock calls to get comfortable explaining pension options and handling queries.
✨Tip Number 3
Research the company! Get to know Firstsource and their values. This will help you tailor your conversations and show that you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you’re serious about joining us at StudySmarter and working with Firstsource.
We think you need these skills to ace Pensions Advisor in Dartford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Pensions Advisor role. Highlight any relevant experience you have in customer service or financial services, and don’t forget to mention your communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've helped customers in the past and how you can bring that same support to our clients.
Showcase Your Attention to Detail: Since this role involves handling sensitive information, it's crucial to demonstrate your attention to detail. Mention any experiences where you’ve had to follow regulations or guidelines closely, as this will show us you’re the right person for the job.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Firstsource
✨Know Your Pensions Inside Out
Make sure you brush up on the basics of pensions, including tax-free allowances and withdrawal options. Familiarise yourself with common queries customers might have, so you can demonstrate your knowledge and confidence during the interview.
✨Practice Clear Communication
Since the role requires you to explain complex information simply, practice articulating pension concepts in a friendly and reassuring manner. You could even role-play with a friend to get comfortable with breaking down jargon into easy-to-understand language.
✨Understand the Regulations
Get to grips with FCA and PRA regulations relevant to pensions. Showing that you understand these guidelines will not only impress your interviewers but also highlight your commitment to compliance and customer safety.
✨Showcase Your Detail Orientation
Be prepared to discuss how you keep accurate records and follow scripts. Share examples from past experiences where your attention to detail made a difference, as this is crucial for maintaining compliance and providing excellent customer service.