Pension Wise Guidance Specialist

1 month ago


Camden, United Kingdom Reed Talent Solutions Full time

Some of the key accountabilities of the Pension Wise Guidance Specialist: - Provide pension and retirement information and guidance to members of the public, in line with the defined Pension Wise Service, through a medium of different channels. - Help consumersto understand the full implications of their pension choices. - Raise consumer awareness of pension scams and fraudulent activity, encouraging consumers to report any issues to the relevant authorities. - Provide timely and accurate follow up information thatadds value to the consumer and is clear and easy to understand. - Contribute towards shared best practice within the individual local office and across the local Citizens Advice (LCA) network. - Ensure that all work conforms to the Pension Wise quality standards,including undertaking peer to peer observations for quality assurance purposes, where applicable. - Ensure that all required management information is both captured and reported on a timely basis. - Complete training, continuous professional development andother requirements to gain and maintain accreditation.
It is essential for the Pension Wise Guidance Specialist to demonstrate the following skills and experience: - Solid foundation knowledge of pensions’ law and practice across a broad range of pension arrangements; occupational, personal and state pension. Also,an understanding and appreciation of wider retirement issues. - The ability to build a rapport and communicate confidently, empathetically and professionally. - Ability to translate complex ideas and topics into clear, concise and engaging content that thegeneral public are able to understand. - Proven ability to work on own initiative - to monitor and maintain own standards and meet service delivery targets. - A commitment to ongoing personal and professional development.



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