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For Companies At a Glance
- Tasks: Support customers with clear guidance on their pension journey through inbound calls.
- Company: Join Firstsource, a leading financial services partner with a supportive culture.
- Benefits: Enjoy WFH flexibility, company pension, employee discounts, and health programmes.
- Other info: Remote work with opportunities for personal growth in a dynamic environment.
- 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 employer: Firstsource
Contact Detail:
Firstsource Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Advisor
✨Tip Number 1
Get to know the company! Research Firstsource and their values. When you understand what they stand for, you can tailor your conversations to show how you fit right in.
✨Tip Number 2
Practice makes perfect! Role-play common customer scenarios with a friend or family member. This will help you feel more confident when handling real calls about pensions.
✨Tip Number 3
Be yourself! Authenticity goes a long way. When you're on the phone, let your personality shine through while keeping it professional. Customers appreciate a friendly voice.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Pensions Advisor
Some tips for your application 🫡
Show Your Communication Skills: As a Pensions Advisor, clear communication is key. Make sure your written application reflects your ability to explain complex information simply and confidently. Use friendly language that shows you can connect with customers.
Be Detail-Oriented: We love candidates who pay attention to detail! Double-check your application for any typos or errors. This not only shows your commitment but also mirrors the accuracy needed in handling customer queries.
Follow the Guidelines: Just like in the role, it’s important to follow our application guidelines. Stick to the format we’ve provided and ensure you include all necessary information. This shows us you can adhere to regulations and processes.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
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. Being able to explain these concepts clearly will show that you're not just knowledgeable but also capable of breaking down complex information for customers.
✨Practice Your Communication Skills
Since this role requires clear and confident communication, practice answering common interview questions out loud. You could even role-play with a friend to simulate the customer interactions you'll have in the job. This will help you sound natural and reassuring during the interview.
✨Familiarise Yourself with Regulations
Understanding FCA and PRA regulations is crucial for this role. Take some time to read up on these guidelines so you can discuss how you would ensure compliance while providing excellent customer service. It’ll demonstrate your commitment to keeping customers' accounts safe.
✨Show Your Detail-Focused Nature
Be prepared to give examples of how you've maintained accuracy in previous roles. Whether it’s keeping detailed records or following scripts, showcasing your attention to detail will reassure the interviewer that you can handle the responsibilities of the Pensions Advisor role.