Pension Wise Guidance Specialist

Do you want to see positive and rewarding results for the people you help? Would you like to be part of a service that offers people guidance on their defined contribution pension options?

North Yorkshire Citizens Advice & Law Centre is recruiting for a Pension Wise Guidance Specialist to deliver appointments over the telephone. Successful candidates must be able to start on 4th March 2025 and attend an online induction programme starting on 10th March 2025. The course lasts 3 weeks on a full time basis (37 hours per week over 5 days).

The Pension Wise service has helped over 375,000 people in the past 7 years, offering them valuable and life changing guidance. 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 should also have an understanding and an ability to keep pace with wider retirement issues.

You will have the option of working remotely (from within the UK) or from one of our North Yorkshire offices if you would prefer (Northallerton, Richmond, Malton, Scarborough, Selby, Harrogate or Skipton).