Regional Advisor (Midlands)

Summary About the Role In this role, you will proactively engage clergy across the Midlands, 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. What you''ll be doing Personalised support for Clergy Identify and contact clergy throughout their ministry journey to offer personalised support and guidance.Hold structured one-to-one conversations online (or in person where particularly appropriate) to explore retirement plans, future housing preferences, household and financial circumstances, and agree clear next steps.Maintain accurate online case records, schedule follow-ups and re-engage individuals at agreed intervals. Signposting and Referrals Provide timely signposting to independent financial advisers, charities, and other external services for housing, money, and ..... full job details .....