Trainee Pension Advisor
Fintelligent Search
Are you an experienced sales professional looking to build a long-term career within financial services and financial advice?
This Trainee Pension Advisor opportunity offers a clear and structured route from sales into regulated advisory work. From day one, you will receive full support, funded professional qualifications and the opportunity to develop your knowledge of pensions, retirement planning and the financial-advice process.
You will initially focus on speaking with prospective customers about their existing pension arrangements, identifying opportunities and booking qualified appointments for advisers. As you develop, complete your qualifications and demonstrate performance, you will have a clear progression route into CRM and Junior Advisor positions.
Package & Benefits
- £28,000–£32,000 basic salary
- Uncapped commission with realistic OTE of £50,000 from day one
- Fully funded R01 and R04 qualifications
- Fast-track qualification pathway, targeted for completion within 6–8 weeks
- Structured development from Trainee Pension Advisor to CRM and Junior Advisor roles
- Clear long-term progression into regulated financial advice
- CRM earning potential of approximately £40,000
- Advisor roles offering up to £50,000 basic salary, plus uncapped commission and significant future earning potential
You will be joining an established and rapidly growing financial services business providing independent financial advice across pensions, investments and retirement planning.
The organisation has ambitious growth plans and places real emphasis on developing future advisers internally. You will join a supportive, high-performing environment where training, progression and performance are recognised.
The Role
As a Trainee Pension Advisor, you will be responsible for engaging prospective customers, discussing their current pension arrangements and identifying opportunities for a free pension review.
You will work in a target-driven, high-volume sales environment, booking qualified appointments for Financial Advisers while developing your understanding of pensions, financial services and regulated advice.
Key Responsibilities for Trainee Insurance Advisor:
- Make a high volume of outbound calls to prospective customers each day.
- Discuss existing pension arrangements and identify suitable opportunities for a free pension review.
- Build rapport with customers, understand their circumstances and explain the value of speaking with a Financial Adviser.
- Handle objections confidently and convert warm and cold leads into qualified appointments.
- Book high-quality appointments for Financial Advisers, ensuring all relevant information is captured accurately.
- Maintain accurate customer records and activity notes using internal systems.
- Work towards individual and team performance targets.
- Develop your knowledge of pensions, financial services and the advice process while progressing through funded professional qualifications.
- A minimum of one year’s experience in a sales role, ideally within a high-volume outbound, telesales or target-driven environment.
- A proven ability to handle objections, build rapport and convert leads.
- Previous experience within regulated financial services would be highly advantageous.
- Strong communication skills, confidence on the phone and a professional approach with customers.
- Motivated by targets, career progression and uncapped earning potential.
- A genuine interest in developing a long-term career within pensions and financial advice.
Click Apply with your most up-to-date CV for consideration.
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