I am a
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Pensions adviser

Pensions advisers help people to plan for financial security in retirement.

Average annual salary

£22,000 to £70,000

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Entry Requirements:

You can get into this job through:

  • an apprenticeship
  • working towards this role
  • applying directly
  • a graduate training scheme

Entry requirements:

Entry requirements:

Apprenticeship

You can get into this job through a higher apprenticeship as a financial adviser, specialising in pensions, or as a financial services professional, specialising in workplace pensions.

Entry requirements:

  • 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

Work

You could start as a pensions administrator or financial customer service adviser. You would do qualifications while you work to move into an adviser role. Qualifications are offered by the Pensions Management Institute and the Chartered Insurance Institute .

DirectApplication

You can apply to companies directly if you have experience in finance or sales. GCSEs or A levels in English and maths would also be helpful.

Employers will offer you extra training in their pensions products when you start.

OtherRoutes

If you have a degree you may be able to join a pension company's graduate trainee scheme to become an adviser.

Employers recruit from a wide range of degree subjects but it may help if your study includes numerical or business based modules.

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Required Skills:

Digital skills : to be able to use a computer and the main software packages competently

Skills:
  • customer service skills
  • knowledge of economics and accounting
  • maths knowledge
  • to be thorough and pay attention to detail
  • sensitivity and understanding
  • persistence and determination
  • analytical thinking skills
  • excellent verbal communication skills
  • thinking and reasoning skills
  • patience and the ability to remain calm in stressful situations
  • the ability to sell products and services
  • the ability to read English
  • business management skills
  • active listening skills
  • the ability to think clearly using logic and reasoning
  • knowledge of English language
  • the ability to use your judgement and make decisions
  • excellent written communication skills
  • concentration skills
  • a good memory
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What you'll do:

Pensions advisers help people to plan for financial security in retirement.

In your day to day duties you may:

  • manage client relationships
  • work with personal and corporate clients
  • find new business
  • calculate the value of pension funds
  • issue regular statements to pension scheme members
  • answer enquiries from scheme members
  • keep up to date with new financial regulations and laws

Location : You could work in an office or from home.

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Salary:

Starter : £22,000
Experienced : £70,000

These figures are a guide

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Working hours:

36 - 38 hours a week

Working Pattern is evenings / weekends on shifts

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Career Path:

With experience, you could specialise in a particular type of pension, become a pensions manager, or move into other types of financial advice.

You could also become a self-employed pensions consultant.

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