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- Tasks: Provide personal financial counselling to military members and their families at various installations.
- Company: Join Magellan Health, a leader in healthcare committed to making a difference in communities.
- Benefits: Enjoy a comprehensive benefits package, including health, life, and wellness perks.
- Why this job: Make a real impact while developing your skills in a supportive and caring environment.
- Qualifications: Bachelor's degree required; experience in financial counselling preferred.
- Other info: Position is on-site in the UK with opportunities for professional growth.
The predicted salary is between 40000 - 67000 £ 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, publicises and provides a wide variety of Personal Financial Management classes/workshops, e.g., 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 1322.34. Responds to requests for age-appropriate classes or seminars.
Possess the skills to effectively utilise 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 authorised 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.
Other Job Requirements
- 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 U.S. 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
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.
Personal Financial Counselor - United Kingdom (on-site) employer: Magellan Health
Contact Detail:
Magellan Health Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Financial Counselor - United Kingdom (on-site)
✨Tip Number 1
Familiarise yourself with military financial systems and resources. Understanding the unique financial challenges faced by service members and their families will help you connect better during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with current or former Personal Financial Counselors, especially those who have worked in military settings. They can provide valuable insights into the role and may even refer you to opportunities within their networks.
✨Tip Number 3
Prepare to discuss your experience with virtual counselling tools. Given the emphasis on electronic communication in this role, showcasing your proficiency with these platforms can set you apart from other candidates.
✨Tip Number 4
Stay updated on financial regulations and best practices relevant to military personnel. Being knowledgeable about current trends and policies will not only enhance your expertise but also show your dedication to providing top-notch service.
We think you need these skills to ace Personal Financial Counselor - United Kingdom (on-site)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial counseling. Emphasise any work with military personnel or similar demographics, and include specific examples of how you've helped clients manage their finances.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about providing financial services to military families. Mention your qualifications, such as your certifications (AFC, CFP, ChFC), and how they align with the job requirements.
Showcase Communication Skills: Since the role involves conducting briefings and using virtual communication tools, highlight your communication skills. Provide examples of past experiences where you successfully delivered presentations or conducted workshops.
Highlight Relevant Certifications: Clearly list your financial counselling certifications in your application. If you have bilingual skills, especially in English and Spanish, make sure to mention this as it is a preferred qualification for the role.
How to prepare for a job interview at Magellan Health
✨Know Your Financial Concepts
As a Personal Financial Counselor, you'll need to demonstrate a solid understanding of financial principles. Brush up on key concepts like budgeting, investment strategies, and debt management. Be prepared to discuss how you've applied these in past roles.
✨Familiarise Yourself with Military Culture
Since this role involves working with military service members and their families, it's crucial to understand their unique financial challenges. Research common issues they face, such as deployment-related expenses or transitioning to civilian life, and be ready to address these in your interview.
✨Showcase Your Communication Skills
Effective communication is key in this role, especially when conducting briefings or one-on-one counselling. Prepare examples of how you've successfully communicated complex financial information to clients in the past, and consider practising your delivery to ensure clarity and confidence.
✨Highlight Relevant Certifications
Make sure to mention any relevant certifications you hold, such as AFC, CFP, or ChFC. Discuss how these qualifications have equipped you with the skills necessary for the role, and be ready to explain how you stay updated with industry trends and regulations.
