Pensionwise Guidance Specialist (Full time, 35 hours per week)

Pension Wise Guidance Specialist

Welfare Rights Specialist

Job Information

Job details

Job title:  Pensionwise Guidance Specialist

Reporting to: Chief Executive

Location:  Citizens Advice Edinburgh

Salary:     £26,650 per annum [Full Time Equivalent]

Benefits:          Annual leave - 25 days and 10 public holidays FTE

Pension:          7% employer’s contribution

Hours:             35 hours per week

Term:              Permanent

Responsible to: Benjamin Napier, Chief Executive (this may be subject to change)

Job purpose

Pension Wise is the free and impartial HM Government service providing guidance to people about their defined contribution pension options.  The Pension Wise Guidance Specialist provides accurate and relevant information and guidance to people in a face-to-face environment helping them to understand the full implications of their pension choices.

Key deliverables

  1. Provide information and guidance to members of the public, in line with the Pension Wise service ‘standards’.

  2. Using the skills appropriate to the role, help consumers to understand the full implications of their pension choices.

  3. Raising consumer awareness of pension scams and fraud and to encourage and assist consumers to report them to the relevant authorities.

  4. Responding proactively and flexibly to consumer demand, working to agreed service delivery standards.

  5. Provide timely and accurate follow up information that is clear and understandable.

  6. Contribute towards shared best practice across Pension Wise and the Citizens Advice network.

  7. Ensure that any required management information is both captured and reported on a timely basis.

  8. In addition, may be required to carry out ad hoc projects to improve the service we provide, attend meetings or workshops and support promotional activity for the service, within the scope of the role.

The above job description is not exhaustive and is clarified to include broad duties inherent in the post.

Person Specification

Knowledge, skills and experience


  1. Good foundation knowledge of pensions law, practice and products, gained in a pensions technical role.

  2. Numerical skills to understand and translate complex financial matters.

  3. An understanding and appreciation of wider retirement issues.

  4. Proven ability in financial capability and an understanding of the issues consumers face in trying to manage their money.

  5. Ability to translate complex ideas and topics into clear, concise and engaging content that consumers are able to understand.

  6. Ability to work on own initiative with minimum supervision and under pressure

  7. Ability to monitor and maintain own standards and meet qualitative and quantitative targets for service delivery.

  8. Flexibility and willingness to work as part of a team.

  9. An understanding of and commitment to the aims and principles of the Citizens Advice service.

  10. A commitment to on-going personal and professional development.


  1. APMI or CII qualifications or equivalent in related areas.

  2. Flexibility to work during evenings or weekends if required

The Application Process

Application deadline:          Friday the 22nd of March 12 noon

Interview date:                      TBC – Between the 26th -29th of March

Interview location:                23 Dalmeny Street, Edinburgh, EH6 8PG

Interview format:                  50 minute panel interview.

Please email your completed application to