Location: Glasgow or Shipley (depending on candidate location)
Do you have experience of delivering advice or guidance in personal finance? With a good base knowledge of pensions, mortgages, insurance, and estate planning? Do you have a passion for providing excellent customer service?
You will have recently worked in regulated financial services, have experience of conducting fact finds and delivering tailored information according to presenting needs. But just as important is your willingness to make a real difference to the financial wellbeing of our vulnerable customers.
People diagnosed with cancer often experience an adverse financial impact. We are looking for a Financial Guide to join our front line telephone support line and help make a real difference to the lives of people affected by cancer.
As part of our one Financial Help Team you will provide confidential support, and tailored information and guidance on insurance, pensions, mortgages and financial planning to people affected by cancer. This is not a regulated role, we are not selling or recommending specific products, but supporting people affected by cancer in making more informed decisions about their finances.
Highly motivated and customer-oriented, with exceptional communication and interpersonal skills, you will quickly put people at ease as you exercise highly-developed customer service skills. You are accustomed to working with flexibility in a challenging environment and, because you know how vital the support we provide is, you'll ensure you are always efficient, team-focused and proactive in eliminating barriers to access.
You have the ability to work in collaboration with key statutory and voluntary sector partners, but are also resourceful in working independently to deliver a quality service. A good grasp of IT, including MS Word, MS Excel and use of the internet, is essential.
We know that your greatest motivation is your desire to help us reach and support everyone affected by cancer. Joining a large, focused, highly-motivated and welcoming team, you will discover excellent opportunities to build and develop your skills. Other benefits include private medical insurance, life assurance, pension, childcare vouchers, generous annual leave and interest-free loans for season ticket and gym memberships.
- The Shipley office is located within a short walk from Shipley train station, which is served by direct trains from Leeds & Bradford (a short train journey).
- The Glasgow office is a short walk from Glasgow Central train station.
- Glasgow assessment day and interviews will be on 1 st August (full day)
- Shipley assessment day and interviews will be on 8 th August (full day)
Please submit your application as soon as possible as we reserve the right to change the closing date of our vacancies.
We aim to encourage a culture where people can be themselves and be valued for their strengths so we seek to attract and employ the best people from the widest talent pool, reflecting the diverse nature of our society.
We will support you throughout the recruitment process with any reasonable adjustments required in accordance with the Disability Discrimination Act. Please contact the Recruitment Team if you require support.