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Company Info
McBarron Wood International
London, London (United Kingdom)

Company Profile

Investment Claims Adviser / Consultant

Posted by McBarron Wood International on 06.10.2016
Job ID: 799148
Location: Bolton, Lancashire, United Kingdom
Job Category: Accounting, Banking & Financial Services, Executive Positions, Insurance & Superannuation
Salary: £25,000.00 per year
Job Views: 10398
Post Code:
Employment Type: Full time
Posted: 06.10.2016


Banking: Agribusiness, Analyst, Asset Finance Sales, Back Office, Business Banking Sales, Cashier, Client Services, Compliance, Corp Actions/Divs, Corporate Business Sales, Credit/Risk Management, Derivatives, Director/Senior Management, Equity, Fixed Income, Front Office/Trading, Fund Administration, Fund Management, FX/MM, High Net Worth, Loans Administration, Offshore Banking, Private Banking, Project Management, Reconciliations, Retail Banking, Securities Lending/Collateral, Settlements, Static Data, Trade Finance, Trade Support, Trainee, Treasury/Payments, Other Banking

Job Description

SALARY is UPTO £25,000 per annum.  Please read the below in detail before applying.


Our BOLTON based client is seeking to immediately appoint an experienced Investment Claims Consultant / Adviser to their team.

Our client is seeking a number of people who have experience as "Financial Advisers" ideally from a high street bank background, specifically the selling of investment products, such as ISA's, Unit Trusts & Investment Bonds.

The SUCCESSFUL applicant:

  • You will have sold these products in the last 2 years
  • You will be CeFa, CertPFS, FPC or equivalent qualified
  • Our client will look at "Qualified By Experience" applicants, those which have sold these products prior to RDR and have not fully completed their studies.

The role involves handling "inbound warm calls", from customers who have lost out as a result of poor investment advice. As consultant/adviser you will follow a set process to identify any potential mis-selling in order to start a claim against a bank or financial institution/adviser.

KEY SKILLS (Non-Negotiable)

  • Strong understanding of regulated investment products & sales processes followed by banks and financial advisers
  • Excellent telephone manner (Clear and concise) communication skills

This is a busy and demanding environment, where you will be rewarded in the form of a bonus for your hard and accurate work.

Want to learn more? Contact us today for a full and up to dat job description. We cannot accept any applications from candidates outside of the industry and who do not possess the above INVESTMENT experience as outlined. Please quote REFERENCE #10138 in your cover letter - this will show us you have read and understood the above in detail.

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