- 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.
