Money Advice Specialist

6 days ago


St Helens, St. Helens, United Kingdom Orange Recruitment Full time

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:

  1. Create and manage client budgets, ensuring accurate tracking of financial information
  2. Conduct thorough needs assessments to identify areas for improvement
  3. 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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