Home-based Financial Planner

3 weeks ago


St Helens, St. Helens, United Kingdom Citizens Advice St Helens Full time
Job Overview

This role is an excellent opportunity to work as a Financial Capability Adviser in a hybrid working environment, where you will have the flexibility to work from home, office, and various outreach locations in St Helens. The ideal candidate will be responsible for coordinating access to advice for clients who are at risk of disengaging from services and supporting them throughout their advice journey.

About the Role

As a Hybrid Working Advisor, you will play a crucial part in improving financial wellbeing by ensuring clients receive the correct welfare benefits. You will also identify opportunities for grant and trust fund applications, helping clients prepare a household budget and gather necessary financial information.

Key Responsibilities
  • Coordinate access to advice for allocated clients at higher risk of disengaging from services
  • Assist clients in receiving correct welfare benefits and explore opportunities for grant and trust fund applications
  • Help clients prepare a household budget and gather necessary financial information
Benefits

The successful candidate can expect a competitive salary of £25,900 + up to 5% pension contribution. Additionally, they will enjoy a generous annual leave package of 25 days, allowing for a great work-life balance. With hybrid working arrangements, you will have the flexibility to work from home, office, or outreach locations in St Helens.


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