What we ask for

3–6 years in a role with substantial direct contact with customers or clients
Genuinely strong spoken English — you'll be talking to people who lived and worked in the UK
Real discipline with a CRM. This role does not work without it
The honesty to say "I don't know, the Advisor will answer that" instead of guessing. This matters to us more than almost anything else

What you'll actually do

Work through around 100 accounts a day across LinkedIn, phone, email and WhatsApp, using Notion as your CRM
Have roughly ten real conversations a day, and book three qualified meetings a week
Ask the questions that establish whether someone genuinely has a UK pension worth talking about
Keep the CRM immaculate — every field updated, every conversation noted, the same day
Run the confirmation sequence so meetings actually happen: calendar invit...