Pension Manager

3 weeks ago


Plymouth, Plymouth, United Kingdom Citizens Advice Plymouth Full time
About the Role

This is a specialist quality service delivery role that involves providing expert guidance to clients eligible for the pensions guidance service across the South West area. The successful candidate will be responsible for delivering a high-quality service, ensuring that clients receive a people-focused and compassionate experience.

Key Responsibilities
  • Deliver Pension Wise Guider appointments, providing face-to-face pension and retirement information and guidance to members of the public.
  • Support clients in understanding the full implications of their pension choices.
  • Line manage Guider Specialists and Administrators, ensuring they receive a people-focused and compassionate experience at work.
  • Use a range of Office 365 programs to deliver reports and manage client data.
  • Work efficiently as part of a team to reach as many clients as possible.
Requirements
  • Good understanding of mental health and how to support people experiencing poor mental health effectively.
  • Ability to work in a hybrid contract, with a minimum of 5 days a month in the office.
  • Good prioritization and time management skills.
  • Competency in using Office 365 programs.
What We Offer

We value diversity, promote equality, and challenge discrimination. As a member of our team, you will have the opportunity to work in a dynamic and supportive environment, delivering a high-quality service to our clients.


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