Retirement Guidance Associate

Permanent

4-day working week with condensed hours

Location: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)

Salary: A competitive salary from £30,880 - £38,600 depending on the experience you can bring

Closing date: 16th April 2026

As a purpose-led business, we're focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. We're here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it, however grand or humble their ambitions. 

We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.

As a Retirement Guidance Associate within our Aegon Assist team you will be responsible for providing telephone-based support and guidance to new or existing Aegon customers to provide sufficient, relevant information to allow them to make financial planning decisions to their pension before, during, or after retirement. There may be occasional travel to help the team and wider business to deliver in-person events.

Key Responsibilities include:

  • Having focused discussions and informing the customer of all the relevant options, risks and benefits in regard to their pension products and tax implications.
  • Answering any technical questions to enable them to make an informed decision.
  • Delivering a first-class customer experience for over telephone.
  • Delivering in-person pension guidance appointments.

We’d love to hear from you if you have:

  • Exceptional customer service skills.
  • A base knowledge of pension products.
  • Excellent verbal and written communication skills.
  • Previously worked well as part of a team and with other departments to help develop potential customer referrals.
  • Ability to prioritise and organise a demanding workload to meet volume targets within a regulatory environment.
  • Strong problem-solving skills - the ability to take control of a situation and be proactive in finding solutions.

What’s in it for you?

  • We’re serious about your future and our enhanced pension scheme is now in place.  We ask you to contribute 3% of your salary to your pension and we’ll put in 9%.  If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us). 
  • A discretionary bonus, depending on personal and company performance.
  • 34 days leave per year (including bank holidays, pro-rated for part-time).

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.  To find out more about what to expect at Aegon, visit our careers site.

Don't miss out on this opportunity to grow with us. Apply today!

The legal bits

We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.