At a Glance
- Tasks: Support clergy with financial wellbeing and retirement planning through personalised advice and engagement.
- Company: A charitable organisation providing retirement services to church workers.
- Benefits: Flexible remote work, part-time hours, and the chance to make a real impact.
- Other info: Join a supportive team and enjoy opportunities for personal growth.
- Why this job: Shape a new service and help clergy secure their financial future.
- Qualifications: Experience in welfare or financial support, strong communication, and relationship-building skills.
The predicted salary is between 30000 - 40000 € per year.
Our client provides retirement services to those who serve or work for the church. Both a regulated pension fund and registered charity, more than 44,000 people rely on them for their pensions. The Board also supports 2,500 retired clergy with housing, including managing a national portfolio of 1,200 rented homes and Community Living options.
Supported by a multi-million pound grant from the wider church, they are setting up a new function responsible for engaging with clergy at all stages of life and ministry on their current and future plans, offering access to grants to kick-start saving, bespoke advice at key life stages and tailored products that will provide people more choice about their future.
As part of this new function, they are now recruiting for a proactive, empathetic Regional Adviser to deliver personalised support to clergy based across the South West region, helping them with day-to-day financial wellbeing matters, and retirement planning.
Working across Dioceses operating across the South West, you will proactively lead local engagement with clergy through structured, personalised one-to-one conversations, events and outreach, helping to connect individuals with expert advice, guidance, products and services that support their current and future financial plans.
As a key point of contact for individuals and dioceses in your region, you’ll champion the needs and experiences of clergy, helping to build confidence about what the future might hold, and connecting people to the right information, products, specialists or local support.
This is an exciting opportunity to join at the very beginning, shape how the service works, and make a real impact.
To apply for this role you will have demonstrable experience of delivering welfare, casework or financial wellbeing support in a client-facing capacity. You will be a warm, and empathetic communicator with proven experience of building, nurturing and maintaining relationships across multiple organisations and will comfortable adapting approach to meet the specific needs to clients. You will also have experience of planning and delivering local events, workshops or learning sessions.
Overall, you will be an organised, proactive self-starter, comfortable working autonomously, managing a varied workload and prioritising fieldwork alongside virtual delivery.
If you are interested in applying for this exciting position, please submit your CV in the first instance. Should your experience be suitable, we will send you the full job description and will arrange for a call to fully brief you on the role.
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process please reach out directly to Victoria Savva at Prospectus.
Please note, this is a remote role based in the South West region, with an expectation that you combine virtual delivery with regular local travel and partnership-building. While a lot of delivery can be virtual, applicants should have access to reliable transport and be able to travel when required. A full UK driving licence is essential. Please note this is a part-time role (28 hours per week).
First stage online interviews: w/c 22nd June Second stage face to face interviews: w/c 29th June or w/c 6th July.
Regional Adviser (Financial Wellbeing) employer: Prospectus
As a dedicated provider of retirement services for clergy, our client offers a supportive and inclusive work environment that prioritises employee wellbeing and professional growth. With a focus on meaningful engagement and community impact, employees have the unique opportunity to shape new initiatives while enjoying flexible working arrangements across the picturesque South West region. The company fosters a culture of empathy and collaboration, ensuring that every team member feels valued and empowered to make a difference in the lives of those they serve.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Adviser (Financial Wellbeing)
✨Tip Number 1
Network like a pro! Reach out to your contacts in the church community and let them know you're on the lookout for opportunities. Attend local events or workshops related to financial wellbeing to meet potential employers and make connections.
✨Tip Number 2
Be proactive! Don’t just wait for job postings to appear. Research organisations that align with your values and reach out directly. Express your interest in their work and how you could contribute, especially in roles like the Regional Adviser.
✨Tip Number 3
Showcase your skills! Prepare a portfolio or a presentation that highlights your experience in delivering welfare and financial wellbeing support. This can be a great conversation starter during interviews and shows you’re serious about the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you throughout the process, so don’t hesitate to reach out if you have any questions or need assistance.
We think you need these skills to ace Regional Adviser (Financial Wellbeing)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Regional Adviser. Highlight your experience in financial wellbeing and client-facing roles, and don’t forget to mention any events or workshops you've delivered. We want to see how you can connect with clergy and support their financial journeys!
Show Your Empathy:In your application, let your warm and empathetic communication style shine through. Use examples that demonstrate how you've built relationships and supported clients in the past. We’re looking for someone who can really connect with people and understand their needs.
Be Organised:Since this role involves managing a varied workload, it’s important to showcase your organisational skills. Mention any tools or methods you use to stay on top of tasks and how you prioritise your work. We love proactive self-starters who can juggle multiple responsibilities!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your CV and get the ball rolling. Plus, we’re here to support you throughout the process, so feel free to reach out if you have any questions.
How to prepare for a job interview at Prospectus
✨Know Your Audience
Before the interview, take some time to research the church and its community. Understand their values and how they align with the role of a Regional Adviser. This will help you tailor your responses and show that you're genuinely interested in supporting clergy with their financial wellbeing.
✨Showcase Your Empathy
As an empathetic communicator, it's crucial to demonstrate this quality during the interview. Share examples from your past experiences where you've successfully built relationships and provided support to clients. Highlight how your approach can help clergy feel understood and valued.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to engage with clergy. Prepare by thinking of specific situations where you've delivered financial wellbeing support or organised events. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. Inquire about the challenges clergy face regarding financial wellbeing or how the new function plans to evolve. This shows your proactive nature and genuine interest in making a positive impact.
