Pension Wise Guidance Specialist

Applicants must be able to start on 5th March and attend an induction programme starting on 10th March 2025 for 3 weeks (full time)

Pension Wise is a free and impartial government service that offers people guidance on their defined contribution pension options. Citizens Advice Staffordshire South West provides appointments both face to face and via telephone.

You’ll be part of a service that has helped over 700,000 people in the past 9 years offering them valuable and life changing guidance that gives them the confidence to understand their pension and how to get the best value out of them. In providing this necessary and impartial service you’ll see positive and rewarding results for the people you help. We receive fantastic feedback directly from the customers who use the service - Pension Wise has consistently received over 94% customer satisfaction scores.

You’ll be expected to supply accurate and relevant information and guidance on pension options and choices. You’ll need to have a good foundation knowledge of pension law and practice, as well as a thorough understanding of a broad range of pension arrangements, both occupational and personal. You also should have an understanding and an ability to keep pace with wider retirement issues.

We are currently recruiting for new Pension Wise Guidance Specialists to deliver appointments over the telephone and face to face. Successful candidates must be able to attend an online induction programme, the course lasts 3 weeks on a full time basis.

What’s in it for you?

Working for a well respected charity that makes a real difference to people’s lives. The role provides a unique insight into the issues facing our local communities and being a part of improving local people’s lives is very rewarding.

We truly value our colleagues - and we show that in what we offer. These range from hybrid working arrangements and generous leave entitlement including bank holidays, and the opportunity to enrol in a workplace pension scheme with NEST. We also offer great learning and development opportunities.

What are we looking for?

We want to work with people who are passionate about giving an effective service.

You will be a highly motivated strong team player with excellent interpersonal skills. People are our biggest asset, so we build our jobs around you.

How to apply

For further details and person specification, please download a job pack from: www.citizensadvicessw.org.uk/work-with-us

Send your CV to recruitment@citizensadvicessw.org.uk

Closing date: 29th January 2025 at 12.30pm

Interviews will be held w/c 3rd February 2025

If you like working in a dynamic, diverse and friendly environment to support the local community, we would love to hear from you