Money Advice Specialist
6 days ago
About the Role:
We are looking for a skilled Money Advice Specialist to join our team. As a Money Advice Specialist, you will work closely with clients to provide expert advice on financial matters, including budgeting and income maximisation.
Your Key Responsibilities:
- Create and manage client budgets, ensuring accurate tracking of financial information
- Conduct thorough needs assessments to identify areas for improvement
- Develop and implement tailored advice plans to meet client needs
Working Environment:
This is a full-time role based in St Helens, with opportunities for remote working. You will have access to a range of resources and support to help you deliver high-quality advice to clients.
What We Offer:
- A competitive salary of £25,900+ per annum
- Up to 5% pension contribution
- 25 days annual leave
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