Financial Guide (x2)
Financial Guide (x2)
1 x Fixed Term (Until end November 2018)
1 x Fixed Term (Until end October 2018)
Location: Glasgow or Shipley Office (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?
What is the role?
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.
Who are we looking for?
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.
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.
What can we offer you?
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.
- Glasgow office has a city centre location, 5 minutes’ walk from both Central and Queen Street train stations and most major bus routes.
- Shipley office has a waterfront location, close to the World Heritage Site - Salts Mill. It is located within a short walk of Shipley train station, which is served by direct trains from Leeds & Bradford (a short train journey).
- Glasgow assessment day and interviews will be on 6th June (full day)
- Shipley assessment day and interviews will be on 13th June (full day)