Banking and Finance Specialist

2 weeks ago


Oldbury, Sandwell, United Kingdom Citizens Advice Sandwell & Walsall Full time
About Our Organisation

Citizens Advice Sandwell & Walsall is a leading provider of free, independent, and confidential advice to individuals across Sandwell and Walsall.

We are seeking a skilled and experienced project coordinator to join our Numbers for Life project in Sandwell & Walsall.

The successful candidate will have excellent communication skills, a strong understanding of financial literacy, and the ability to work with individuals who are affected by the cost-of-living crisis.

The role involves planning, delivering, and facilitating financial literacy sessions over a ten-week period. This includes providing basic financial education to help learners make better budgeting, borrowing, saving, and banking decisions.

We are committed to helping our clients take control of their finances and avoid reaching a crisis point.

This is a fixed-term contract until March 2025, and we offer a range of benefits including a pension scheme, generous holiday entitlement, and annual pay reviews.

We are an equal opportunities employer, and we welcome applications from candidates with diverse backgrounds and experiences.

Key Responsibilities:
  • Plan, deliver, and facilitate financial literacy sessions to employed people over a ten week period following a scheme of work Numbers for Life.
  • Provide basic financial education to help learners make better budgeting, borrowing, saving, and banking decisions, encouraging them to manage their finances more effectively and help them take control before they reach a crisis point.
  • Maintain all learner records for information retrieval, statistical monitoring, and report preparation.
  • Keep up to date with legislation, policies, and procedures and undertake appropriate training.
  • Participate in structured supervision and support sessions.
  • To endorse the aims, policies, and principles of the CA service.
Required Skills:
  • Commitment to the aims, principles, and policies of the Citizens Advice service.
  • Good understanding of equality and diversity and its application to the provision of advice.
  • Commitment to continuous professional development, including a willingness to develop knowledge and skills in financial advice topics.
Benefits:
  • Flexible 37 hour working week.
  • Pension scheme.
  • Generous holiday entitlement (26 days per year in addition to bank holidays).
  • Refer a friend/family member incentive scheme.
  • Annual pay reviews.

Estimated Salary:** £23,929 per annum pro rata



  • Oldbury, Sandwell, United Kingdom Citizens Advice Sandwell & Walsall Full time

    **About the Role**We are seeking a highly motivated and organized individual to join our team as a Banking and Finance Specialist. The successful candidate will play a vital role in delivering financial literacy sessions to employed individuals and contributing to the success of our Numbers for Life project.**Key Responsibilities**Plan, deliver, and...


  • Oldbury, Sandwell, United Kingdom Hays Senior Finance Full time

    About the Role:We are seeking an exceptional Senior Corporate Tax Manager to join our dynamic team at Hays Senior Finance in the Midlands. In this challenging yet rewarding role, you will have the chance to advise clients on high-profile transactions, develop long-term relationships, and shape the future of our firm.Your Key Responsibilities:Liaise with...


  • Oldbury, Sandwell, United Kingdom Hays Senior Finance Full time

    Hays Taxation is seeking a SENIOR TAXATION SPECIALIST to join their team in the Midlands. As a senior corporate tax manager, you will work closely with local partners across tax, corporate finance, audit, and accounts. Your client base will range from OMB and quoted groups to local and national charities, offering advisory work, compliance, and business...


  • Oldbury, Sandwell, United Kingdom Hays Senior Finance Full time

    Tax Advisory Role OverviewWe are seeking an experienced Tax Advisory and Structuring Specialist to join our team as a Senior Corporate Tax Manager in the Midlands.This challenging role requires strong technical skills, particularly in areas such as acquisition structuring, due diligence, R&D reviews, and capital allowance assessments.You will work closely...


  • Oldbury, Sandwell, United Kingdom Michael Page (UK) Full time

    About Our OrganisationWe are a leading financial services company that is committed to excellence in all aspects of our business. We offer a competitive salary and excellent benefits package.Job OverviewThe role of Commercial Finance Graduate Business Partner involves working with our commercial team to drive cost savings, improve financial forecasting and...

  • School Finance Expert

    2 weeks ago


    Oldbury, Sandwell, United Kingdom We Manage Jobs(WMJobs) Full time

    We are seeking a highly motivated and committed Financial Support Specialist to join We Manage Jobs (WMJobs) in the role of AAT Finance Assistant at Moat Farm Infant School.The successful candidate will provide comprehensive financial support services, undertaking various tasks including budgeting, forecasting, and reporting in line with local authority...


  • Oldbury, Sandwell, United Kingdom Citizens Advice Sandwell & Walsall Full time

    Employment OpportunityCitizens Advice Sandwell & Walsall is seeking a qualified Community Financial Educator to join our team. In this role, you will be responsible for delivering financial education sessions to employed individuals, helping them to manage their finances effectively.About the PositionDeliver financial education sessions to employed...


  • Oldbury, Sandwell, United Kingdom Citizens Advice Sandwell & Walsall Full time

    Job OverviewWe are seeking a skilled Financial Literacy Specialist to join our team in Sandwell and Walsall. The successful candidate will play a vital role in delivering financial education sessions to employed individuals, helping them make informed decisions about their finances.About the RoleDeliver financial literacy sessions over a 10-week period,...


  • Oldbury, Sandwell, United Kingdom ERIKS Group Full time

    Job Title: Strategic Commercial Finance LeadEstimated Salary: £70,000 - £90,000 per annumAbout ERIKS GroupWe are a leading Specialised Industrial Service Provider dedicated to making industry work better. Our mission is to provide innovative and high-quality industrial service solutions that meet the needs of our customers.We believe that our hard-working...


  • Oldbury, Sandwell, United Kingdom We Manage Jobs(WMJobs) Full time

    We Manage Jobs (WMJobs) is seeking a highly skilled and experienced Financial Support Specialist to join our team in the role of AAT Finance Assistant at Moat Farm Infant School.The ideal candidate will have a strong background in finance, excellent organizational and communication skills, and the ability to work accurately and efficiently under...


  • Oldbury, Sandwell, United Kingdom ERIKS Group Full time

    Job Title: Commercial Finance Senior Business PartnerEstimated Salary: £60,000 - £80,000 per annumAbout ERIKS GroupWe are a leading Specialised Industrial Service Provider dedicated to making industry work better. Our mission is to provide innovative and high-quality industrial service solutions that meet the needs of our customers.We believe that our...


  • Oldbury, Sandwell, United Kingdom We Manage Jobs(WMJobs) Full time

    Moat Farm Infant School requires a dedicated School Support Specialist to provide expert financial assistance and administrative support.This role involves collaborating with the School Business Manager to ensure the effective management of school finances, including budget planning, financial forecasting, and compliance with regulatory requirements.Main...


  • Oldbury, Sandwell, United Kingdom Michael Page (UK) Full time

    About Our PartnershipMichael Page (UK) is proud to be partnering with a well-respected building society, dedicated to providing high-quality financial products and services to its members in the Black Country area. With a strong commitment to customer satisfaction and a solid ethical foundation, they strive to support their local community while fostering a...


  • Oldbury, Sandwell, United Kingdom Randstad Construction and Property Full time

    Job Title: Residential Properties SpecialistThe company Randstad Construction and Property is seeking a skilled Residential Properties Specialist to join their direct trades team in Oldbury. As a key member of the team, you will be responsible for delivering high-quality services to customers across residential properties throughout the area.This role offers...


  • Oldbury, Sandwell, United Kingdom Singh and Jones Ltd Full time

    **Singh and Jones Ltd** is seeking an experienced Senior Steel Design Specialist to lead our forward-thinking steel design & engineering consultancy in the UK. Key responsibilities include designing structural systems, project coordination, and client representation.The ideal candidate will have a Master's degree in structural engineering, 5+ years of...


  • Oldbury, Sandwell, United Kingdom Singh and Jones Ltd Full time

    Job Title: Structural Steel Framing SpecialistAt Singh and Jones Ltd, we are seeking a skilled Structural Steel Framing Specialist to join our team. The successful candidate will be responsible for designing and developing structural steel framing solutions for various projects.Key Responsibilities:* Calculate dimensions, weight limitations, and requirements...


  • Oldbury, Sandwell, United Kingdom Sodexo Full time

    Become a Residential Meal SpecialistWe are seeking a dedicated and experienced Residential Meal Specialist to join our team at Sodexo. As a key member of our team, you will be responsible for planning, preparing, and presenting meals to residents in a residential setting.Key responsibilities include:Developing and implementing meal plans for...


  • Oldbury, Sandwell, United Kingdom Citizens Advice Sandwell & Walsall Full time

    Job DescriptionWe are seeking a Quality Assurance Specialist to lead and manage the advice session at Citizens Advice Sandwell & Walsall.About the RoleThis is an exciting opportunity to drive quality assurance initiatives and develop volunteers' skills and competencies.The successful candidate will have experience in managing teams, leading quality assurance...


  • Oldbury, Sandwell, United Kingdom Michael Page (UK) Full time

    Salary & BenefitsThe successful candidate can expect a salary of £50,000 - £60,000 per annum (dependent on experience).We offer a comprehensive benefits package, including:27 days' annual leave plus public bank holidaysA staff annual discretionary bonus schemePension contributionLife assurance of 4 x basic salaryPrivate HealthcarePermanent Health...


  • Oldbury, Sandwell, United Kingdom Reach Network Recruitment Full time

    Job SummaryWe are seeking a highly skilled PPC Specialist to join our team at Reach Network Recruitment. As a PPC Specialist, you will be responsible for developing and executing effective pay-per-click advertising campaigns that drive business results.About the RoleThis is an exciting opportunity for a seasoned PPC professional to work with our marketing...