Intermediate Level 2 Apprenticeship
Pensions adviser Opportunities
Pensions adviser
Pensions advisers help people to plan for financial security in retirement.
Salary
£22,000 Starter - £70,000 Experienced
Typical hours
37 to 39 a week (between 8am and 6pm)
What it takes
Skills and knowledge
You'll need:
- 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
- to be able to use a computer and the main software packages competently
How to become Pensions adviser
You can get into this job through
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.
You'll usually need 4 or 5 GCSEs at grades 9 to 4 (A* to C) and some A-Levels.
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.Direct Application
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.Other Routes
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. You'll need to register as an 'approved person' by the Financial Conduct Authority.Professional and industry bodies
You can join the Pensions Management Institute for professional recognition, training opportunities and to make industry contacts.What you’ll do
Day-to-day tasks
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
Working environment
You could work in an office or from home.Similar occupations
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Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship
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Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship
Intermediate Level 2 Apprenticeship