Financial Wellness Specialist
2 days ago
Wealth Management Advisor
At We Manage Jobs (WMJobs), we are seeking a skilled and compassionate Wealth Management Advisor to join our team. As a key member of our Casework Team, you will provide financial wellbeing advice and support to patients working with Midlands Partnership Foundation Trust on the Autism Spectrum Disorder (ASD) Pathway.
About the Role
This is an exciting opportunity for a motivated and reliable individual to make a positive impact on the lives of our patients. Your primary responsibility will be to assist in providing social welfare and general advice services, ensuring the needs of our clients are met and their goals achieved.
Key Responsibilities
- To provide expert financial wellbeing advice and support to patients, focusing on their unique needs and goals.
- To work collaboratively with the multidisciplinary team, including healthcare professionals and social care workers, to deliver high-quality patient care.
- To maintain accurate records of client interactions and progress, using our case recording systems.
- To contribute to the development and implementation of projects aimed at improving patient outcomes.
Requirements
- Proven experience in financial wellbeing or a related field, with excellent communication and interpersonal skills.
- A commitment to working within the aims, principles, and policies of the Citizens Advice service.
- Experience of project working in a target-led environment is highly desirable.
- Access to a vehicle and willingness to travel for work-related purposes.
Working Arrangements
37 hours per week, with some flexibility to accommodate part-time or job-share arrangements.
Fixed-term contract until March 2028, with opportunities for extension or permanent appointment.
Based in Staffordshire, with regular travel across various locations within the region.
Estimated Salary: £26,500 - £31,000 per annum, depending on experience.
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