Pension Wise Guidance Specialist – NorthTyneside

Pension Wise Guidance Specialist – North Tyneside
FTC until 31st March 2026
Remote
£30,639.26 per annum (Pro-Rata)
Full Time OR 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 South Shields. 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:

1. 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.
2. Help consumers to understand the full implications of their pension choices.
3. Raise consumer awareness of pension scams and fraudulent activity, encouraging consumers to report any issues to the relevant authorities.
4. Provide timely and accurate follow-up information that adds value to the consumer and is clear and easy to understand.
5. Contribute towards shared best practice within the individual local office and across the local Citizens Advice (LCA) network.
6. Ensure that all work conforms to the Pension Wise quality standards, including undertaking peer-to-peer observations for quality assurance purposes, where applicable.
7. Ensure that all required management information is both captured and reported on a timely basis.
8. 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:

1. 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.
2. The ability to build a rapport and communicate confidently, empathetically, and professionally.
3. Ability to translate complex ideas and topics into clear, concise, and engaging content that the general public can understand.
4. Proven ability to work on own initiative – to monitor and maintain own standards and meet service delivery targets.
5. A commitment to ongoing personal and professional development.

This role is paying up to £30,639.26 (pro rata if part-time) and is fully remote. To note, this particular office is looking for 1 full-time candidate but is also open to 2 part-time candidates.

Benefits:

• Flexible working scheme between the hours of 8am-6pm
• Workplace pension scheme
• Up to 24 days paid holiday per year, increased to 29 days depending on length of service plus bank holidays
• Full training provided
• Paid birthday leave after one year’s service
• Work that makes a positive impact
• Fully remote working.

Job Types: Full-time, Part-time, Fixed term contract
Contract length: 12 months

Pay: £30,639.26 per year

Expected hours: 37.5 per week

Benefits:

• Company pension
• Cycle to work scheme
• Health & wellbeing programme
• Sick pay
• Transport links

Schedule:

• Flexitime
• Monday to Friday
• No weekends

Application question(s):

• Are you able to start by 10th March 2025?

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in South Shields NE33 1HR

Reference ID: RPO03439
Expected start date: 10/03/2025