Pension Guider

Posted by Greg on Tue, 17 Jul 2018

Job Specification

We are looking for experienced Pensions Guidance Advisors for our Bristol based client. Salary £31,000 - Full time or Part time hours available. Home based after training period.

You will work predominantly at home however you will be an integral part of a specialist team. Your role will be to deliver a specialist quality service to customers eligible for the pensions guidance service. Customers may have complex pension scenarios which you will support by supplying accurate, personalised, relevant information and guidance on their pensions options and choices.

You will provide telephone based retirement information and guidance to members of the public, in line with the defined Pension Wise service. You will help consumers to understand the full implications of their pension choices using appropriate skills, including numerical.

What you’ll bring


  • Numerical skills to understand financial matters, so that the individual is empowered to

take personal action.

  • Must have a good foundation knowledge of pensions law and practice, gained in a pensions technical role.
  • Must have a thorough understanding of a broad range of pension arrangements, both occupational and personal, gained working in a pensions technical role.
  • An understanding and appreciation of wider retirement issues.
  • Proven ability in financial capability and an understanding of the issues consumers face in

trying to manage their money.

  • Strong questioning skills and the ability to get to understand key client issues whilst

maintaining structure and control during the course of a client interview.

  • Ability to translate complex ideas and topics into clear, concise and engaging content that

the general public are able to understand.

  • Ability to identify connecting advice issues and assess an individual’s ability to take action.
  • Effective communication skills. The ability to build a rapport, communicate

confidently, sensitively and professionally, using oral and written techniques

  • 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 and

time management skills.


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

For more information speak to Rachel

Contact Us

Finley George Recruitment

Tel: 0117 9565553