Pension Wise Guidance Specialist - Kirklees

Pension Wise Guidance Specialist - Kirklees
FTC until 31st March 2026
Remote/Hybrid working
£14,360 per annum (Pro-Rata)
Part Time

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

You’ll be part of a service that has helped over 375,000 people in the past 7 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.

Successful candidates will ideally be able to start in your local office in Dewsbury. It is essential that you can attend an online induction programme starting on Monday 10th March 2025. The course lasts 3 weeks, on a full-time basis.

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 consumers to 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 that adds 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 and other 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 the general 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.

This role is paying up to £14,360 (pro rata) and is mostly remote with predominately telephone appointment. However, there will be a requirement to attend the Dewsbury office once a month.

To note, this particular office is looking for 1 part time candidate working 2 ½ days a week or over 3 days on shorter hours.

Benefits:

• Flexible 18.5 hour working scheme between the hours of 8-5pm.
• Hybrid working (following successful completion of probationary period)
• Discounted travel pass (within West Yorkshire)
• Health Plan and 24/7 Employee Assistance Programme
• Generous annual leave entitlement starting at 33 days per year (excluding to bank holidays) - pro rata.
• 8% non-contributory pension scheme (employer puts the 8% in) - can put more in if they want