Mis-Sold Investment Claims Adviser, Bolton - GBP19,000 - GBP25,000 (OTE

20000.00 - 25000.00 GBP Annual + GBP20000 - GBP25000/annum (OTE GBP32,000)
10 Feb 2017
10 Mar 2017
Contract Type
Full Time
Our client are an up and coming miss-sold investment claims company based in Bolton. They are searching for an experienced Investment Adviser to enhance their business to the next level. The ideal candidate will have experience as an adviser, preferably in a high street bank (Barclays, Natwest, etc.) and will have vast knowledge of investment. This is a fantastic opportunity for an ex-adviser who is looking for an alternative challenge, the role itself offers a fresh avenue of the investments industry.

Key Accountabilities:-

• Assisting clients that have been passed to Adviser team by the call centre.
• By listening to the clients circumstances in detail, you will analyse and observe if their mis-sold investment claim is valid and worthy of building a case upon.
• Help clients claim compensation for losses due to bad advice from high St bank advisers.
• Understanding a client's investment circumstances and how the mis-selling of these products has affected these people.
• With a proactive approach you will investigate and Put together the best possible case for mis-selling on behalf of company clients.
• Putting together detailed claim reports highlighting areas of mis-selling and poor advice given by bank advisers.
• Secure compensation for the client when it is finally due.

Qualifications and Experience:-

• CeFa and Fpc1.
• Investment Adviser experience is ideal.
• Previously worked in a high street bank (Barclays, Natwest, etc.)
• An ideal role for an ex-adviser who wants a new challenge to utilize their experience and skill set.

What They Can offer You:-

• A fresh role in an extremely exciting lane of the Investment industry.
• A fantastic bonus structure which offers an OTE of GBP32,000+
• Great working hours.
• A solid benefits package