Pension Wise Guidance Specialist
Pension Wise is a new government-funded service set up to help people understand the pension options available to them; it aims to offer guidance not regulated advice, and ensure that people are empowered to make informed choices. There are 50 local Citizens Advice delivery centres that provide face to face Pension Wise appointments at 500 locations across England and Wales, and we are proud to be partnering with the branches in High Wycombe,Taunton, Rushmoor and Northamptonshire to recruit a dedicated Pension Wise Guidance Specialist to join their team.
As a Pension Wise Guidance Specialist, your role will entail providing a specialist, quality face to face service to customers eligible for the Pensions Guidance service. This will include dealing with complex pensions scenarios and providing accurate, personalised, relevant information and guidance on people's pension options and choices. You will use your exceptional communication and numerical skills to ensure that all consumers are aware of fraudulent activity, and will encourage people to report any scams through appropriate internal channels.
To apply for this role, you must have significant experience gained working in a pensions technical role, and will have a broad knowledge of all types of pensions schemes (especially DC schemes). You will have strong numerical skills, able to understand financial matters so that individuals are empowered to take personal action, and must have strong questioning skills, able to understand consumer's issues and communicate complex ideas in to clear, concise and engaging context. APMI or CII qualifications or equivalent in related areas would definitely be of benefit.
Please initially apply with a Word Copy of your CV - suitable candidates will then be contacted. Please note that successful candidates will be required to attend a mandatory 3 week induction training (including 6 days in London) starting on Monday 11th June 2018
Please also note that due to the need to deliver guidance in various specialist outreach locations, access to your own car is necessary for this role.
This is initially a fixed term contract until March 2019 (with possibility of extension)