Financial Independence Officer

3 weeks ago


Walsall, Walsall, United Kingdom We Manage Jobs(WMJobs) Full time

We Manage Jobs (WMJobs) is committed to making a positive impact on the lives of local residents by offering high-quality services and support. As a Financial Independence Officer, you will play a critical role in empowering residents to achieve financial stability and independence.

About the Job

You will work closely with vulnerable individuals, adapting provisions to meet their specific needs while adhering to required policies, procedures, and best practices.

The successful candidate will be responsible for assessing and confirming the customers' financial statement through the use of effective questioning techniques, and explaining the full range of options available to the potential customer.

The estimated salary for this position is £38,000 - £42,000 per annum.

Duties and Responsibilities
  1. Engage with potential customers and understand their personal situation to determine their financial history and how they have arrived at their current situation.
  2. Assess and confirm the customers' financial statement through the use of effective questioning techniques.
  3. Provide fair and balanced views on all appropriate solutions that could assist the potential customer now or in the future.

WMJobs values diversity and inclusion, and we welcome applications from candidates who share our commitment to delivering high-quality services and support to our communities.



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