At a Glance
- Tasks: Engage clergy in financial wellbeing and retirement planning through personalised support and local events.
- Company: Join the National Church Institutions, a diverse and inclusive workplace.
- Benefits: Competitive salary, generous leave, flexible working, and health cash plan.
- Why this job: Make a real difference in people's lives while building valuable relationships.
- Qualifications: Experience in finance or management and strong communication skills.
- Other info: Opportunities for professional development and a supportive work environment.
The predicted salary is between 42000 - 60000 £ per year.
About the Role
In this role, you will proactively engage clergy across the Midlands with matters of financial wellbeing and future retirement planning (inclusive of housing). Your initial focus will be in offering structured one‐to‐one conversations to clergy in the decade or so before retirement about their future plans, helping to build confidence about what the future might hold, and connecting people to the right information, products, specialists or local support that would help their plans. You will also co‐design and run local events and learning sessions at key life stages with groups, supported by building strong relationships with diocesan teams. To do this well, you will need to build local networks and work closely with subject matter experts and other stakeholders to escalate complex welfare or regulated financial matters.
What you’ll be doing
- Personalised support for Clergy
- Identify and contact clergy throughout their ministry journey to offer personalised support and guidance.
- Hold structured one‐to‐one conversations online or in person where appropriate to explore retirement plans, future housing preferences, household and financial circumstances, and agree clear next steps.
- Maintain accurate online case records, schedule follow‐ups and re‐engage individuals at agreed intervals.
- Signposting and Referrals
- Provide timely signposting to independent financial advisers, charities, and other external services for housing, money, and welfare needs as appropriate.
- Build knowledge about choices and products that clergy might want to explore to help their plans, utilising our one‐stop shop portal.
- Refer clergy to financial health checks and specialist advice where appropriate and track referral outcomes.
- Learning, Events, and Content
- Design and facilitate local events, including workshops for training institutions and sessions for early‐career clergy.
- Produce and share accessible local content such as guides, newsletter items, and case studies to encourage peer learning.
- Relationship Building and Representation
- Build and maintain relationships with diocesan recruitment and development teams, senior clergy, diocesan wellbeing staff, local Theological Education Institutions and local charitable partners.
- Build and maintain close relationships with colleagues in the Pensions Board Housing and Pensions Admin teams, ensuring complete and accurate handover of customer information at key points in clergy retirement planning as required.
- Attend diocesan meetings and conferences, represent the service locally, and support established pre‐retirement activity.
- Mapping and Knowledge Management
- Map local support routes, housing options, and charitable referral pathways, sharing this knowledge with clergy and others as appropriate.
- Feedback, Insights, and Continuous Improvement
- Gather real‐time feedback from conversations and events, run brief surveys, and feed insights to the wider team to inform communications, pilots, and product design.
- Contribute to continuous professional development through training, peer learning, and sharing best practice across regions.
- Safeguarding and Quality Assurance
- Apply safeguarding standards in all contacts (working within the Pensions Board's safeguarding policy and procedures), escalate concerns promptly, and contribute to consistent regional practice with other advisors.
About You
The Church of England is for everyone and we want to reflect the diversity of the community the Church serves across the whole country. We welcome all applications from interested and suitably experienced people, and we particularly welcome applicants from UK Minoritised Ethnicities (UKME)/Global Majority Heritage (GMH) and other under‐represented groups. As a Disability Confident employer, we are committed to recruiting disabled people and offer interviews to disabled people who meet the minimum criteria for the role.
What we offer
- A salary of £59,999 per annum, plus age‐related pension contributions between 8‐15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary.
- 25 days annual leave (increasing to 30 days within 5 years) plus eight bank holidays and three additional days (pro‐rated if working part‐time).
- We welcome all flexible working arrangement requests. This is looked at in a case‐by‐case scenario and if this fits within the department's needs.
- We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave.
- Structured induction programme and access to a range of development opportunities including apprenticeships.
- Automatic enrolment and access to Medicash (one of the UK’s leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments.
- Unlimited access to virtual GP & Private prescription service and health & Stress related helplines.
- Access to Occupational Health, and an Employee Assistance Programme.
- Access to the Department of Education Restaurant and Westminster Abbey with a plus‐one guest.
- Apply for eligibility for an Eyecare voucher.
- Opportunity to join the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies.
ABOUT NATIONAL CHURCH INSTITUTIONS
The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder.
We Include. You Belong.
Our Belonging and Inclusion Strategy aims for everyone in the National Church Institutions (NCIs) to feel that they belong, and are valued for who they are and what they contribute. Together, our people contribute in different ways towards our common purpose, whichever NCI they work in and whatever their background.
Living out our values in all that we do, we:
- Strive for Excellence
- Show Compassion
- Respect others
- Act with Integrity
We believe our commitment to belonging and inclusion fuels our progress and drives us forward. The NCIs are a safe, inclusive workplace for people of all backgrounds and walks of life. We welcome applications from people of all faiths and of no faith. We want to encourage applications from a diverse group of people who share our values. Even if you have never thought about working for us before, if you have the skills and experience we’re looking for then we would like to hear from you.
Please note: You must have the right to work in the UK to be considered for the role.
Regional Advisor (Midlands) in London employer: The Church of England
Contact Detail:
The Church of England Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Advisor (Midlands) in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Midlands, especially those in the clergy community. Attend local events, workshops, or even casual meet-ups to build relationships that could lead to job opportunities.
✨Tip Number 2
Show your passion for financial wellbeing! When you chat with potential employers, share your ideas on how to support clergy with their retirement planning. This will demonstrate your commitment and understanding of the role.
✨Tip Number 3
Be proactive in following up! After any conversations or meetings, send a quick thank-you note or email. This keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to the mission of supporting clergy in their financial journeys.
We think you need these skills to ace Regional Advisor (Midlands) in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to reflect the specific skills and experiences that align with the Regional Advisor role. Highlight your experience in financial wellbeing and relationship building, as these are key aspects of the job.
Showcase Your Communication Skills: Since this role involves engaging with clergy and facilitating conversations, it's essential to demonstrate your communication prowess. Use clear, concise language in your application and provide examples of how you've successfully communicated complex information in the past.
Highlight Your Networking Abilities: Building local networks is crucial for this position. Share any relevant experiences where you've successfully established relationships with stakeholders or community members, as this will show us you can thrive in this role.
Apply Through Our Website: We encourage you to submit your application through our website. This ensures that your application is processed efficiently and allows us to keep track of all candidates easily. Plus, it’s super straightforward!
How to prepare for a job interview at The Church of England
✨Know Your Stuff
Before the interview, dive deep into the role of a Regional Advisor. Understand the key responsibilities like engaging clergy on financial wellbeing and retirement planning. Familiarise yourself with the Church's values and how they align with your approach to support and guidance.
✨Build Connections
Since relationship building is crucial for this role, think about how you can demonstrate your networking skills. Prepare examples of how you've successfully built relationships in previous roles, especially with diverse groups or stakeholders. This will show your ability to connect with diocesan teams and clergy.
✨Showcase Your Communication Skills
You'll need to hold structured conversations and facilitate events, so practice articulating your thoughts clearly. Consider preparing a mock conversation where you guide someone through retirement planning. This will help you feel more confident and demonstrate your ability to communicate effectively.
✨Feedback is Key
Highlight your commitment to continuous improvement by discussing how you've used feedback in the past. Be ready to share specific examples of how you've gathered insights from conversations or events and applied them to enhance your work. This aligns perfectly with the role's focus on gathering real-time feedback.