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Pensions adviser

Pensions advisers help people to plan for financial security in retirement.

Potential salary
£22,000 to £80,000
Working hours
36 to 38 a week
  • 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
  • thinking and reasoning skills
  • to be able to use a computer and the main software packages competently

Your day-to-day duties may include:

  • managing client relationships, or finding new business
  • calculating the value of pension funds
  • issuing regular statements to pension scheme members
  • answering enquiries from scheme members

You could work in an office or from home.

With experience, you could specialise in a particular type of pension, become a pensions manager, or move into other types of financial advice.

You could also become a self-employed pensions consultant.

You can find out more about becoming a pensions adviser from Pension Careers.

Data from National Careers Service.
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20th October 2020