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 charity supporting over 44,000 people.
- Benefits: Flexible part-time hours, remote work, and the chance to make a real impact.
- Other info: Remote role with local travel; full UK 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 predicted salary is between 30000 - 40000 £ per year.
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:
w/c 22nd June
Second stage face to face interviews:
w/c 29th June or w/c 6th July
Regional Adviser (Financial Wellbeing) Part Time in Somerset employer: The Church of England Pensions Board
The Church of England Pensions Board is an exceptional employer, dedicated to supporting the financial wellbeing of clergy and their families across the South West. With a strong commitment to employee growth and a collaborative work culture, you will have the opportunity to make a meaningful impact while enjoying the flexibility of a part-time role that combines virtual delivery with local engagement. Join us in shaping a new service that truly makes a difference in the lives of those who serve the Church.
Contact Details:
The Church of England Pensions Board Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Regional Adviser (Financial Wellbeing) Part Time in Somerset
✨Tip Number 1
Network like a pro! Reach out to your contacts in the clergy community and let them know you're on the lookout for opportunities. Personal connections can often lead to job openings that aren't advertised.
✨Tip Number 2
Get involved in local events or workshops related to financial wellbeing. This not only boosts your visibility but also shows your commitment to the field. Plus, it’s a great way to meet potential employers face-to-face!
✨Tip Number 3
When you land an interview, be sure to showcase your empathy and communication skills. Share specific examples of how you've helped others with their financial wellbeing. This will resonate well with the values of the Church of England Pensions Board.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Regional Adviser (Financial Wellbeing) Part Time in Somerset
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!
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.
Be Organised:Since this role involves managing a varied workload, showcase your organisational skills. Mention any tools or methods you use to keep track of tasks and priorities, especially when working autonomously.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you started on this exciting journey with us!
How to prepare for a job interview at The Church of England Pensions Board
✨Know Your Audience
Before the interview, take some time to research The Church of England Pensions Board and their mission. Understanding their values and the specific needs of clergy will help you tailor your responses and show that you're genuinely interested in the role.
✨Showcase Your Empathy
As a Regional Adviser, empathy is key. Prepare examples from your past experiences where you've successfully supported clients with financial wellbeing or welfare issues. Highlight how you built relationships and adapted your approach to meet individual needs.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to engage with clergy. Think about potential scenarios you might face in the role and how you would handle them. This will demonstrate your proactive nature and readiness to tackle challenges.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the new function's goals or how success will be measured in this role. This shows your enthusiasm and helps you gauge if the position aligns with your career aspirations.
