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

Personal Financial Counselor, PFC-Lakenheath, UK

Lakenheath Full-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.

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Personal Financial Counselor, PFC-Lakenheath, UK, Lakenheath

Job details:

  • Location: Lakenheath, UK
  • Job Category: Other
  • EU work permit required: Yes

Job Reference:

2bb673071ccc

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

This position provides personal financial services at military installations, including counseling, education, and referrals for service members and their families. Responsibilities include conducting counseling sessions, developing financial materials, coordinating classes, utilizing virtual communication tools, managing duty-to-warn situations, and participating in training and supervision.

Other Job Requirements:

  • Bachelor\’s degree required or equivalent experience
  • 3+ years financial counseling experience
  • Fluent English; bilingual in Spanish preferred
  • Ability to obtain a Tier 2 investigation
  • Certifications: AFC, CFP, or ChFC

General Job Information:

  • Title: Personal Financial Counselor, PFC-Lakenheath, UK
  • Education: Bachelor\’s or equivalent experience
  • Certifications: AFC, CFP, or ChFC

Salary information is not specified; compensation will depend on experience and location. The position may include incentives and benefits. Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace.

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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
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  • Personal Financial Counselor, PFC-Lakenheath, UK

    Lakenheath
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-07-20

  • M

    Magellan Health Services

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