At a Glance
- Tasks: Support clergy with financial wellbeing and retirement planning through personalised advice and outreach.
- Company: Join the Church of England Pensions Board, a trusted charity serving over 44,000 people.
- Benefits: Flexible part-time hours, remote work, and the chance to make a real impact.
- Other info: Remote role with travel across the South West; driving licence required.
- Why this job: Shape a new service and help clergy secure their financial future.
- Qualifications: Experience in welfare or financial support, strong communication, and event planning skills.
The Church of England Pensions Board 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 be comfortable adapting approach to meet the specific needs of 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.
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 Wednesday 26th August. Second stage face to face interviews Tuesday 8th September.
Regional Adviser (Financial Wellbeing) Part Time in Yeovil employer: Prospectus
Our Client is an exceptional employer, offering a dynamic and inclusive work culture that prioritises innovation and collaboration in the humanitarian sector. With a strong commitment to employee growth, the organisation provides ample opportunities for professional development and leadership within a supportive team environment. Located in London, the role of Partnerships Manager not only allows you to make a meaningful impact on global crisis response but also offers the flexibility of a hybrid working model, ensuring a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Adviser (Financial Wellbeing) Part Time in Yeovil
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We think you need these skills to ace Regional Adviser (Financial Wellbeing) Part Time in Yeovil
Some tips for your application 🫡
Show Off Your Financial Acumen:For a role in financial controlling, we really want to see your analytical skills shine through. Make sure your CV highlights any coursework or experience with financial analysis, budgeting, and forecasting. If you've worked on any projects that involved financial modelling, definitely mention those!
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Tailor Your Cover Letter to Part-Time Availability:Since this is a part-time position, it's super important to specify your availability in your cover letter. We want to know when you can work and how you plan to balance this role with other commitments. Highlight your motivation for joining Prospectus and why this flexibility fits your lifestyle.
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How to prepare for a job interview at Prospectus
✨Get comfy with numbers!
Since you're diving into financial controlling, be ready to crunch some numbers during the interview. Brush up on key financial concepts and be prepared for technical questions about budgeting, forecasting, and variance analysis. Practicing some numerical problems will really help us shine!
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Even if it’s part-time, showcasing our past experience can set us apart. Gather examples of projects where you implemented financial controls or helped improve reporting processes. Concrete achievements give us an edge, showing that we can deliver real value to Prospectus.
✨Know the part-time game
With part-time roles, employers want to see that we can effectively manage our time. Be ready to discuss our availability and how we plan to balance work and other commitments. We should convey our motivation and readiness to contribute without compromising quality!
