Job Vacancies

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Updated 22 January 2018

Pension wise guidance specialist

Salary Description: £22,000 to £30,000 p.a.

Location Description: Various Locations in the South West

Job Role: Pensions ConsultantPensions Technician,

 Employment Type: Part-timeFull-time

Contract Type: Temporary/Contract

Please note, that this is a Fixed term contract up to 31 March 2019 (with the potential for extension).

Overall​ ​purpose​ ​of​ ​the​ ​role:

To deliver a specialist quality service to customers eligible for the pensions guidance servicewho have complex pension scenarios by supplying accurate, personalised, relevantinformation and guidance on their pensions options and choices.

The following are the main duties of the role:

  1. Provide face to face pension and retirement information and guidance to members of thepublic, in line with the defined Pension Wise service.
  2. To help consumers to understand the full implications of their pension choices usingappropriate skills, including numerical.
  3. To raise consumer awareness of pension scams and fraudulent activity, to encourage consumers to report any issues to the relevant authorities and to report potential scams andfraudulent activity through appropriate internal channels.
  4. Respond proactively to consumer demand, working to agreed service delivery standards.

    5.   . Provide timely and accurate follow up information that adds value to the consumer and isclear and easy to understand.

  1. Contribute towards shared best practice within the individual bureau and across the localCitizens Advice (LCA) network.
  1. Ensure that all work conforms to the Pension Wise quality standards.
  2. Ensure that all required management information is both captured and reported on atimely basis.
  1. In addition, you may be required to carry out ad hoc projects to improve the service weprovide, attend meetings or workshops and support promotional activity for the service,within the scope of the role.

Person​ ​Specification:


  1. Numerical skills to understand financial matters, so that the individual is empowered to take personal action.
  1. Must have a good foundation knowledge of pensions law and practice, gained in a pensions technical role.
  1. Must have a thorough understanding of a broad range of pension arrangements, both occupational and personal, gained working in a pensions technical role.
  1. An understanding and appreciation of wider retirement issues.
  2. Proven ability in financial capability and an understanding of the issues consumers face in trying to manage their money.
  1. Ability to translate complex ideas and topics into clear, concise and engaging content that the general public are able to understand.
  1. Proven ability to work on own initiative – to monitor and maintain own standards and meet qualitative and quantitative targets for service delivery using proven organisational andtime management skills.
  1. Flexibility and willingness to work as part of a team.
  2. Understanding of and commitment to the aims and principles of the LCA service.
  3. A commitment to on-going personal and professional development; we may require you to undertake training within the scope of the role.


  1. APMI or CII qualifications or equivalent in related areas would be of benefit.
  2. Willingness to travel, possibly involving overnight stays, and working outside of core hoursincluding evening and weekend working. Own transport may be required.

 To apply please send your name, e-mail address, covering letter and your CV to:This email address is being protected from spambots. You need JavaScript enabled to view it..

Closing date 9th February 2018 

Interviews to be held week commencing 19th February 2018 

Applicants must be able to attend our 3 week induction programme which will be in March, dates to be confirmed. Approximately 6 days of these days are likely to involve overnight stays (probably in London). 

If you are interested in volunteering with Wiltshire Citizens Advice or would like to find out more about volunteering opportunities please go to our volunteer with us page.




We recognise the positive value of diversity, promotes equality and challenges discrimination.

We welcome and encourage job applications from people of all backgrounds. 

If you are interested in volunteering with Wiltshire Citizens Advice or would like to find out more about volunteering opportunities please go to our volunteer with us page.


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