Overview:
This role involves meeting our clients in a face-to-face location and complete a guided Mid-Retirement Review over a number of sessions, exploring a wide range of later life themes, reflect on their goals and aspirations, services and products that could provide support.
You will navigate them to local solutions in their community. You’ll be able to analyse and explain complex information and guide the client at their pace, so they feel in control. You will build relationships and check in periodically to ensure they are on course with their plan.
You will bring experience in a regulated or accredited field of practice, such as pensions, retirement planning, budgeting and personal finance planning, mortgages or wealth management.
You’ll have an understanding of life events that impact in later life, such as bereavement, adult social care, housing aids and adaptations and physical and mental health.
Experience of working with older people is an advantage, but not essential.
This is a great opportunity to lead the development of a new service, working closely with other Age UKs across England.
Key responsibilities:
- Proactive identification of suitable clients, triage and arranging appointments
- Person centred goal setting and retirement planning
- Referring and signposting to wider services to meet needs which fall outside of the Mid-Retirement Review.
- Advocating for a client to engage with third parties to obtain information, resolve issues or make financial/non-financial improvements.
- Maintaining a current understanding of local voluntary, community, and private sector services for older people, to help influence and shape our work.
- Producing adhoc written reports or analysis
*Please note that we can only consider those who have a proven track record in working with pensions and have appropriate experience in this sector*
Please copy and paste link below to access the full job pack:
https://drive.google.com/file/d/1m4L59QNnPqpPzFouwGQTwWDywME893TP/view?usp=drive_link
An application form must be completed to be considered for this role, the link for this is found within the job pack.
Additional Information
The role will require travel within the Norwich area
This role is open to UK residents only - we are not able to provide sponsorship
Pay: Up to £30,039.00 per year
Benefits:
- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- On-site parking
- Referral programme
- Sick pay
Application question(s):
- Do you have relevant experience of working with pensions?
Work Location: In person
