Post Introduction

Lead Financial Wellbeing & Retirement Planning Across Our Region as Regional Advisor

We are holding a recruitment webinar for these roles on Tuesday 6th January at 12:30pm. This is a chance to hear more about the roles directly from the team. You can register for this event here.

Supported by a multi-million pound grant from the wider Church, we are setting up a new function responsible for engaging with clergy at all stages of life and ministry on their current and future plans, offering access to grants to kick-start saving, bespoke advice at key life stages and tailored products that will give our customers more choice about their future.  

Please note that we are recruiting for 5 roles based out of the North West, North East, South West, South East and East Anglia. Therefore, please advise in your application which region you are applying for. Please see attached map which demonstrates the locations within each region. 

This is a remote role, based in the region with an expectation that you combine virtual delivery with regular local travel and partnership building. We expect that some role will be offered on a part-time basis and so welcome applications from applicants looking for part-time roles. 

We are looking for five proactive, empathetic professionals to join our new team of Regional Advisors, delivering personalised support to clergy helping them with day-to-day financial wellbeing matters, and retirement planning. 

Working across Dioceses operating in your region, you will lead local engagement with clergy through structured one-to-one conversations, events and outreach, helping to connect individuals with expert advice, guidance, products and services that support their current and future financial plans. 

As a key point of contact for individuals and dioceses in your area, you’ll champion the needs and experiences of clergy—feeding insight into service improvements. This is an exciting opportunity to join at the very beginning, shape how we work, and make a real impact. We’re looking to build a dynamic, forward-thinking team that thrives on innovation and collaboration. If you’re passionate about creating something new and delivery excellent support to clergy, this is your chance to help us set the standard. 

In this role, you will proactively engage clergy across a defined geographical area, with matters of financial wellbeing, and future retirement planning (inclusive of housing)  Your initial focus, will be in offering structured one-to-one conversations to clergy in the decade or so before retirement about their future plans, helping to build confidence about what the future might hold, and connecting people to the right information, products, specialists or local support, which would help their plans. You will also co-design and run local events and learning sessions at key life stages with groups, supported by building strong relationships with diocesan teams. To do this well, you will need to build local networks, and work closely with subject matter experts and other stakeholders to escalate complex welfare or regulated financial matters.  

• We are recruiting for 5 roles based out of the North West, North East, South West, South East and East Anglia. Therefore, please advise in your application which region you are applying for. Please see attached map which demonstrates the locations within each region.
  
• This is a remote role, based in the region with an expectation that you combine virtual delivery with regular local travel.
• We welcome applications from applicants looking for a part-time role.
•  A full UK driving licence is essential. 
• You will need to have proven experience delivering welfare, casework or financial wellbeing support in a client facing role.

• A salary of £59,248 per annum, plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary.

• 25 days annual leave (increasing to 30 days within 5 years) plus eight bank holidays and three additional days (pro-rated if working part-time).
• We welcome all flexible working arrangement requests. This is looked at in a case-by-case scenario and if this fits within the department’s needs. We try to be as flexible as we can in your work pattern to support you with other commitments, and to give a good work-life balance.
• We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave. Structured induction programme and access to a range of development opportunities including apprenticeships.
• Automatic enrolment and access to Medicash (one of the UK’s leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments. Unlimited access to virtual GP & Private prescription service and health & Stress related helplines.
• Access to Occupational Health, and an Employee Assistance Programme 
• Access to the Department of Education Restaurant and Westminster Abbey with a plus-one guest.
• Apply for eligibility for an Eyecare voucher.
• Opportunity to join the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies.

• Strive for Excellence
• Show Compassion
• Respect others
• Collaborate
• Act with Integrity