Financial adviser Work, Jobs in Fleetwood, Lan (with Salaries)

Financial Resilience Adviser - Wyre
Citizens Advice Lancashire West —Fleetwood
- £28,113 a year
- Part-time
- Hybrid work
- Mentoring
- Budgeting
- Communication skills
Quick apply
3d
Financial Controller
Reliant TV (St Annes) Limited —Blackpool
- £50,000 - £60,000 a year
- Full-time
- Bachelor's degree
- In-person
- Accounting
- Employee discount
Quick apply
EHCP Support Adviser
Blackpool & the Fylde College —Bispham
- £27,313 - £30,454 a year
- Free parking
- Annual leave
9d
Help Through Crisis Adviser Wyre
Citizens Advice Lancashire West —Wyre
- £28,113 a year
- Full-time
- Mentoring
- Budgeting
- Communication skills
- Free parking
- Work from home
Quick apply
4d
Hotel Financial Controller
The Dalmeny Resort Hotel —Lytham St. Annes
- £37,500 - £42,000 a year
- Full-time
- Hybrid work
- Hotel
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
4d
Customer Service – Senior Personal Banker
National Westminster Bank PLC —Blackpool
- From £28,475 a year
- Organisational skills
- Communication skills
- Banking
- Annual leave
Finance Manager
TRF Restaurants Limited —Lytham St. Annes
- £20 - £25 an hour
- Part-time
- Management
- Supervising experience
- Accounting
- Flexitime
Quick apply
Financial Resilience Adviser - Leyland
Citizens Advice Lancashire West —Leyland
- £28,113 a year
- Part-time
- Mentoring
- Budgeting
- In-person
Quick apply
3d
Client Relationship Manager - Practice Accountant - Carnforth
Lamont Pridmore —Carnforth
- £42,500 - £49,500 a year
- Overtime
- Communication skills
- Time management
- Free parking
Quick apply
Mortgage Administrator
Millwood Administration Group —Southport
- From £25,420 a year
- Full-time
- CRM software
- Basic maths
- No experience needed
Quick apply
13d
Payroll Manager - Carnforth
Lamont Pridmore —Carnforth
- £28,000 - £35,000 a year
- Overtime
- Microsoft Word
- Communication skills
- Time management
- Free parking
Quick apply
E Store Sales Assistant
Superdrug —Preston
- £9.75 - £13.00 an hour
- Customer service
- Communication skills
- Store discount
- Employee discount
6d
Experienced Paraplanner
Countrywide Financial Solutions —Lytham
- Up to £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
11d
Practice Manager
Gutteridge Medical Centre —Preston
- From £25,420 a year
- Part-time
- Management
- Research
- Supervising experience
Quick apply
Homes Adviser
Anwyl Construction Ltd —Leyland
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Automation Quality Assurance Engineer
Key Group —Preston
- Full-time
Treasury Analyst
Progress Housing Group Ltd —Leyland
- £41,435 - £42,897 a year
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
11d
Assistant Accountant
IM Group Services Limited —Blackburn with Darwen
- £32,000 - £40,000 a year
- Full-time
- Microsoft Excel
- In-person
- Communication skills
Quick apply
4d
Lettings Manager
BARE Estates Ltd —Chorley
- £25,420.00 - £38,368.46 a year
- Full-time
- Accounting
- Organisational skills
- Budgeting
- Free parking
- Work from home
Quick apply
4d
Support Worker, Blackpool (Driver)
Autism Initiatives —Blackpool
- £27,381.51 a year
- Full-time
- Annual leave
- Employee assistance programme

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financial adviser jobs near fleetwood, lan

Financial Resilience Adviser - Wyre

Citizens Advice Lancashire West -
Fleetwood

Quick apply

Job details

Part-time
£28,113 a year
3 days ago

Benefits

Company pension

Qualifications

Case note recording
Case record updates
HCPC
Numeracy
Mentoring
Social Work England
Budgeting
Communication skills

Full job description

Financial Resilience Adviser

Location: Wyre

Salary: £17,096

Hours: Part-time- 22.5 hours

Contract: Fixed-term- 3 year contract

Organisation: Citizens Advice Lancashire West

Are you passionate about helping people to overcome financial challenges and build a more secure future?

Citizens Advice Lancashire West is looking for a Financial Resilience Adviser to deliver one-to-one financial capability support to residents of Wyre Council who are experiencing financial hardship or at risk of financial exclusion.

This is an exciting opportunity to be a part of a project empowering people with the knowledge, skills and confidence to take control of their finances and reduce reliance on crisis support.

Based within Wyre, you will provide appointment-based, tailored support to residents referred through the Council or via Citizens Advice.

Responsibilities:

Deliver one to one, appointment based financial resilience sessions tailored to individuals needs. Sessions will cover:
Income and expenditure, and maximising income
Preparing a budget and how to reduce expenditure
Bank accounts and savings
Avoiding high-cost credit
Recognising and avoiding scams
Work collaboratively with internal teams and external partners to ensure a “no wrong door“ approach to support
Maintain accurate, up-to-date case records using internal case management systems
Build and maintain strong referral pathways to ensure residents access the most appropriate services
Ensure that advice is accurate, compliant and meets regulatory standards
Contribute to reporting requirements including:
Client demographics
Financial outcomes achieved
Case studies and impact statements
Wider outcomes, including health and wellbeing improvements
Keep up to date with legislation, policies and procedures and undertake appropriate training
Attend relevant internal and external meetings as agreed with the line manager
Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the service
Assist with CALW research and campaigns work by providing information about client issues, and alert clients of campaigns where appropriate

Person Specification

Experienced in providing advice or support in areas such as income maximisation, debt, benefits, or financial capability
Ability to commit to and work with the aims, principles and policies of the Citizens Advice service
A strong communicator, able to explain complex information clearly and empathetically
Ability to work on clearly defined targets. Ability to be highly organised. Self motivated.
Skilled in working with vulnerable individuals in a supportive, non-judgemental way
Organised, with the ability to manage a varied caseload
Committed to delivering high-quality, accurate advice
Good numeracy skills with the proven ability to carry out efficient calculations and prepare budgets for clients
The ability to prioritise tasks, to identify and work to deadlines and to manage time effectively under own initiative
Demonstrate an understanding of policy changes and trends, and their implications for clients and service provision
An understanding of and commitment to Equal Opportunities
Experience of using IT systems
A commitment to continuous professional development, including a willingness to develop knowledge and skills

Desirable (but not essential):

Knowledge of FCA-regulated debt advice
Familiarity with case management systems

Benefits include:

21 days holiday plus bank holidays, birthday leave and christmas shutdown
8% employer pension contribution (plus salary sacrifice NI benefit)
Long service leave after 4 years

How to Apply

To apply, please submit your CV and a supporting statement outlining how you meet the person specification to Jodie Carney at [email protected]

Closing Date:

Please note: We reserve the right to close this vacancy early if we receive a high volume of suitable applications

Training will be held in Chorley (travel expenses will be reimbursed)

Pay: £28,113.00 per year

Work Location: Hybrid remote in Fleetwood FY7 6AD

Quick apply

Refine Your Search

financial adviser jobs in fleetwood, lan

Financial Resilience Adviser - Wyre

Financial Controller

EHCP Support Adviser

Help Through Crisis Adviser Wyre

Hotel Financial Controller

Customer Service – Senior Personal Banker

Finance Manager

Financial Resilience Adviser - Leyland

Client Relationship Manager - Practice Accountant - Carnforth

Mortgage Administrator

Payroll Manager - Carnforth

E Store Sales Assistant

Experienced Paraplanner

Practice Manager

Homes Adviser

Automation Quality Assurance Engineer

Treasury Analyst

Assistant Accountant

Lettings Manager

Support Worker, Blackpool (Driver)

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