Personal Financial Counselor, PFC-Lakenheath, UK
Personal Financial Counselor, PFC-Lakenheath, UK

Personal Financial Counselor, PFC-Lakenheath, UK

Lakenheath Part-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide financial counselling and education to military families in Lakenheath.
  • Company: Join Magellan Health, a leader in personal financial services for military personnel.
  • Benefits: Enjoy competitive compensation, incentives, and a supportive work environment.
  • Why this job: Make a real impact on service members' lives while developing your financial expertise.
  • Qualifications: Bachelor's degree and 3+ years of financial counselling experience required.
  • Other info: Fluency in English is essential; Spanish is a plus. EU work permit needed.

The predicted salary is between 36000 - 60000 £ per year.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 2..

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

  • The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

    Other Job Requirements

    Responsibilities

    Bachelor\’s degree required.

    May consider applicants with an associate degree plus 4 years\’ experience in lieu of bachelor\’s degree.

    May consider applicants with a high school diploma plus 6 years\’ experience in lieu of a bachelor\’s degree.

    3+ years of financial counseling experience.

    Must be a citizen and speak fluent English.

    If required by the contract, must be bilingual in English and Spanish.

    Be able to obtain a favorably adjudicated Tier 2 investigation.

    Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.

    Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

    General Job Information

    Title

    Personal Financial Counselor, PFC-Lakenheath, UK

    Grade

    Work Experience – Required

    Financial Counseling

    Work Experience – Preferred

    Education – Required

    A Combination of Education and Work Experience May Be Considered., Bachelor\’s

    Education – Preferred

    License and Certifications – Required

    AFC – Accredited Financial Counselor – EnterpriseEnterprise, CFP – Certified Financial Planner – EnterpriseEnterprise, ChFC – Chartered Financial Consultant – EnterpriseEnterprise, DL – Driver License, Valid In State – OtherOther

    License and Certifications – Preferred

    Salary Range

    Salary Minimum:

    $,

    Salary Maximum:

    $,

    This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual\’s skills, experience, education, and other job-related factors permitted by law.

    This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

    Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
    Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

    Personal Financial Counselor, PFC-Lakenheath, UK employer: Magellan Health Services

    Magellan Health is an exceptional employer, offering a supportive work culture that prioritises the well-being of its employees while providing vital financial services to military families in Lakenheath. With a strong emphasis on professional development, employees benefit from ongoing training and growth opportunities, alongside competitive compensation and incentives. The unique environment of working within a military community fosters a sense of purpose and connection, making it a rewarding place to build a career.
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    Contact Detail:

    Magellan Health Services Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Personal Financial Counselor, PFC-Lakenheath, UK

    ✨Tip Number 1

    Network with professionals in the financial counselling field, especially those who have experience working with military personnel. Attend relevant workshops or seminars to make connections and learn more about the specific needs of service members and their families.

    ✨Tip Number 2

    Familiarise yourself with the unique financial challenges faced by military families. Understanding these issues will not only help you in interviews but also demonstrate your commitment to providing tailored support.

    ✨Tip Number 3

    Consider obtaining or highlighting relevant certifications like AFC, CFP, or ChFC if you haven't already. These credentials can set you apart from other candidates and show your dedication to professional development.

    ✨Tip Number 4

    Prepare for potential virtual interviews by ensuring you are comfortable with video conferencing tools. Practising your communication skills in a virtual setting can help you present yourself confidently during the interview process.

    We think you need these skills to ace Personal Financial Counselor, PFC-Lakenheath, UK

    Financial Counseling
    Budgeting Skills
    Investment Knowledge
    Debt Management
    Communication Skills
    Interpersonal Skills
    Presentation Skills
    Virtual Communication Tools Proficiency
    Training and Supervision
    Crisis Management
    Problem-Solving Skills
    Empathy and Understanding
    Organisational Skills
    Attention to Detail
    Fluency in English
    Bilingual in Spanish (preferred)

    Some tips for your application 🫡

    Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Personal Financial Counselor position. Tailor your application to highlight relevant experience and skills that align with these expectations.

    Highlight Relevant Experience: In your CV and cover letter, emphasise your financial counseling experience, especially any work with military personnel or families. Use specific examples to demonstrate your ability to conduct counseling sessions and develop educational materials.

    Showcase Certifications: If you hold any relevant certifications such as AFC, CFP, or ChFC, make sure to prominently feature them in your application. This will help establish your credibility and expertise in the field.

    Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are passionate about providing financial services to military families. Mention your bilingual skills if applicable, as this could be a significant advantage for the role.

    How to prepare for a job interview at Magellan Health Services

    ✨Showcase Your Financial Expertise

    Make sure to highlight your financial counselling experience during the interview. Be prepared to discuss specific cases where you've successfully helped clients manage their finances, as this will demonstrate your capability and confidence in the role.

    ✨Understand the Military Context

    Since this position is at a military installation, it's crucial to understand the unique financial challenges faced by service members and their families. Research common issues they encounter and be ready to discuss how you can address these in your counselling sessions.

    ✨Prepare for Virtual Communication

    Given that the role involves utilising virtual communication tools, practice using these platforms before the interview. Be ready to discuss your experience with virtual counselling and how you can effectively engage clients through these mediums.

    ✨Demonstrate Your Commitment to Continuous Learning

    Mention any ongoing education or certifications you are pursuing, such as AFC, CFP, or ChFC. This shows your dedication to professional development and staying updated on financial trends, which is essential for providing the best advice to clients.

    Personal Financial Counselor, PFC-Lakenheath, UK
    Magellan Health Services
    Location: Lakenheath
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