Pension Wise Guidance Specialist - Maldon, United Kingdom - Reed Talent Solutions

Tom O´Connor

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Tom O´Connor

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Description
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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