Financial Adviser jobs in Newark-on-Trent
- Age UK Lincoln and South Lincolnshire4.0Hybrid work in LincolnPostedJust posted
- The 'I Forget' Service, the first signposting and support service for those with a dementia diagnosis in Lincolnshire, is looking for the right candidate to…
- Capio RecruitmentMansfieldEmployerActive 2 days ago
- They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along…
- Bennett & Game Recruitment Limited4.2NottinghamPostedPosted 8 days ago
- You will be working closely with clients to understand their financial situations, develop customised financial plans and provide ongoing advice and support.
- Jisc3.5Hybrid work in United KingdomPostedPosted 1 day ago
- Hours: 35 hours per week.
- The Privacy team is responsible for developing, implementing, and monitoring policies, guidelines and procedures applicable to the…
- NJR RecruitmentIlkestonEmployerActive 9 days ago
- An understanding of the financial planning process.
- Diary management and arranging monthly client reviews for adviser & record information precisely.
- Capio RecruitmentNottinghamEmployerActive 8 days ago
- Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
- Balance: Wealth Planning LimitedHybrid work in Nottingham NG2 7QWEmployerActive 2 days ago·
- All financial planners in our team are employed, with a salary.
- Comfortable with financial planning issues that come with higher levels of wealth, including all…
- NJR RecruitmentNottinghamEmployerActive 8 days ago
- Research and analyse financial products to meet Client requirements and objectives;
- They are a friendly face in a complex industry and are experts at guiding…
- Balance: Wealth Planning LimitedHybrid work in NottinghamEmployerActive 2 days ago·
- Processing financial transactions on platforms.
- Providing administrative support to the financial planners and paraplanners as required.
- Capio RecruitmentNottinghamEmployerActive 2 days ago
- Ambitious individual looking to develop their financial planning career.
- With duties consisting of processing new business, producing valuations, updating…
- Capio RecruitmentNottinghamEmployerActive 8 days ago
- Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
- ProgenyNottingham NG1 5DTTypically responds within 3 daysPostedPosted 24 days ago·
- You will become the trusted adviser for a group of high net worth clients with complex financial needs, offering an exceptional level of service.
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- Quintet Private BankNottingham NG12PostedPosted 30+ days ago·
- Relevant experience within a wealth management or private banking role within financial services industry.
- To represent the company and the division to clients,…
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- MazarsNottinghamPostedPosted 11 days ago·
- AAT part or newly qualified with excellent broad practical accounting and statutory financial statements preparation experience.
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- NJR RecruitmentNottinghamEmployerActive 2 days ago
- Prepare Annual Client Reviews submitted by adviser.
- Provide general ad-hoc support to advisers and paraplanners as required.
- SALARY UP TO £30,000*.
Job Post Details
I Forget Service Advisor - job post
Job details
Here’s how the job details align with your profile.Pay
- £26,374 a year
Job type
- Full-time
- Contract
Shift and schedule
- Rotating shift
- Day shift
- Monday to Friday
BenefitsPulled from the full job description
- Company pension
- Discounted gym membership
- Employee discount
- Financial planning services
- Free flu jabs
- Health & wellbeing programme
- Referral programme
Full job description
Age UK Lincoln & South Lincolnshire is an independent local charity – a brand partner of Age UK – supporting more than 4,000 people every week. The 'I Forget' Service, the first signposting and support service for those with a dementia diagnosis in Lincolnshire, is looking for the right candidate to join them as demand for the service increases.
Based in Lincoln with outreach across the county
Fixed event contract until 31 March 2025
Full time (35 hours) - 08:30 to 16:00
Monday to Friday
£26,374 per annum
A driving licence is essential
Our vision, a world where older people flourish, is delivered through a commitment to our values and our promise to deliver.
What we provide
- Access to Blue Light Card for discounts and savings
- Charity worker discounts with benefits such as reduced gym memberships
- Dementia Friends training
- 24/7 on-call support during you shift
- Regular supervisions with line managers
- Paid for enhanced DBS and renewal service
- Induction and ongoing training
Can you help deliver a fantastic, person centred service that will support people experiencing symptoms of memory loss and cognitive impairment?
Age UK Lincoln & South Lincolnshire, in partnership with the Lincs Independent Living Partnership (a consortium including Age UK Lincoln & South Lincolnshire, St Barnabas Hospice, Lace Housing Association and Lincolnshire Housing Partnership) deliver a dementia support service, I Forget Service (IFS). The service is designed and co-produced with people that are living with dementia, or experiencing memory loss, and their carers.
About the role
As an I Forget Advisor (IFA) you will support a culture of continuous development, to fulfil the depth and breadth of the I Forget service; providing a recognisable and accessible point of contact for all people with memory concerns, dementia (with or without a diagnosis) and their Carers, as well as professionals from across Lincolnshire’s Integrated Care System.
This core service aims to ensure every person in Lincoln and South Lincolnshire with cognitive impairment has access to the I Forget Hub and a dedicated I Forget Adviser (IFA). Advisers support people with a cognitive impairment, their carers and families using a holistic approach to support, encouraging person centred care and providing timely and accurate information and advice. IFAs signpost and refer to the right support at the right time across a wide range of services, establish and deliver community based social activities, and offer access to learning opportunities for carers and family members.
The IFA team will support the Service Manager to implement and deliver an integrated service, within a central Hub. The Hub will act as a first point of contact for triaging referrals, allocating the IFA’s caseload, providing low-level information, advice and guidance, managing crisis points by encouraging the completion of a carer's emergency response plans, and supporting the wider system with information and support.
IFAs will also work in the wider community, liaising with professional agencies across the health and social care system, developing social groups and activities across Lincoln and South Lincolnshire for people living with cognitive impairment, and promoting the service to ensure access for all.
Key Responsibilities
- Utilising a guided conversation approach to identify the most appropriate source of information and support and enable them to engage with activities, groups and other community programmes.
- Respond promptly to any client enquiries and be responsible for reviewing case load.
- Signpost and refer to the right support at the right time across a wide range of services
- Carry out face to face, telephone or virtual appointments with an allocated case load.
- Carry out a person-centered strength-based assessment with the client, developing a care and support plan either face to face, virtually or telephone based.
- Carry out home visits to clients where required.
- Provide information and support that helps clients stay connected in their communities and continue to lead meaningful lives, whilst living at home safely and securely.
- Be the first point of contact at The Hub on a rotational basis, triaging referrals, allocating the IFA’s caseload.
- Be an active member of the wider IF team, providing peer support, sharing good practice and new approaches, and assisting in identifying gaps in the service and taking steps to address them.
How to apply
Please visit our website to complete our application form. We encourage applicants to refer to the job description when completing their application, demonstrating their skills and suitability for the role.
Closing Date: Wednesday 16 October 2024
Interview Date: Friday 18 October 2024
CVs will not be accepted.
To find out more, please contact the Human Resources department via hr@ageuklsl.org.ukor call 0345 556 4144 and ask to speak to a member of the team.
*we reserve the right to close the advert if we receive a sufficient number of applications*
Job Types: Full-time, Fixed term contract
Contract length: 6 months
Pay: £26,374.00 per year
Benefits:
- Company pension
- Employee discount
- Financial planning services
- Free flu jabs
- Health & wellbeing programme
- Referral programme
Schedule:
- Day shift
- Monday to Friday
Experience:
- Microsoft Office: 1 year (required)
Licence/Certification:
- Driving Licence (required)
Work Location: Hybrid remote in Lincoln