Job Title Pensions Advisor
Company: Firstsource
Country and language: United Kingdom, English
Location: Remote
Job type: Full Time, Permanent
Pay: £25,312.50
Benefits: WFH, Company Pension, Referral Programme, Employee Discount, Life Insurance, Health & Wellbeing Programme.
Job Purpose:
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
Understand 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