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Financial Adviser jobs in Rowley Regis

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    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business.
    • A minimum of two years of advisory experience within professional financial planning.
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    • Knowledge of financial planning research and analysis.
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    • Salary up to £27,000*.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
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    • This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career.
    • At least two years of experience supervising financial advisers and providing technical direction within an FCA-regulated wealth environment.
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    • Proficiency with financial planning back-office systems and Microsoft Office applications.
    • Strong technical knowledge of pensions, investments, protection, and…
    • Salary: Dependent on experience (£32,000 - £37,000).
    • Contract Type: Full Time or Part-time, Permanent.
    • Location: Home Based with field travel as required.
    • Ensuring all financial planning administration is completed in line with company procedures.
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    • Previous experience within financial services, preferably in a financial planning or wealth management environment.
    • Working Pattern:* Full-time, Permanent.
    • You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client’s needs and…
    • Experience working across a broad range of financial products.
    • Strong understanding of the end-to-end financial planning process.

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Job Post Details

Generalist Adviser (Financial Resilience)
Citizens Advice Telford & the Wrekin
Telford TF3 3BD
£27,435 - £29,559 a year
Fixed term contract, Graduate, Full-time
Apply now

Job details

£27,435 - £29,559 a year
Sick pay, Company pension
Fixed term contract, Graduate, Full-time
Telford TF3 3BD

Full job description

Citizens Advice Telford and The Wrekin is looking for a Generalist Adviser (Financial Resilience) to help local residents improve their financial resilience, maximise income, manage household budgets and access the right advice at the right time.

This is a practical, community-focused role supporting people across Telford and The Wrekin who may be affected by cost-of-living pressures, insecure income, debt worries or difficulty managing household budgets. You’ll provide high-quality advice and support, including benefits checks, income maximisation, budgeting support, expenditure reduction and access to local schemes or other practical help.

This opportunity is funded by Telford and Wrekin Council and supports our priority to take advice further into local communities. You will meet clients in a range of settings, work with colleagues and community partners, and help ensure residents can access timely support before problems escalate.

About you

We’re looking for someone with strong communication and IT skills, sensitive listening and questioning skills, and a positive, non-judgemental approach. You will be able to explain information clearly, support clients to understand their options, keep accurate case records and work effectively as part of a team.

The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing their advice skills. Experience of benefits checks, income maximisation, budgeting support, financial capability work or debt advice would be helpful, but full training and support will be provided where appropriate.

The successful candidate may be required to complete a DBS check in line with Citizens Advice policy. A criminal record will not necessarily prevent appointment.

How to apply

Full details are available in the application pack at https://www.citizensadvicetelfordandthewrekin.org.uk/get-involved/work-with-us/generalist-adviser-financial-resilience .

Please apply using the application form provided in the pack. CVs will not be accepted. We reserve the right to close this vacancy early once a sufficient number of applications have been received. We will only provide feedback to applicants that progress to interview stage.

  • Application Form Guidance Notes [September 2026]
  • Cover Letter [September 2026]
  • Generalist Adviser - Job Pack [September 2026]
  • Generalist Adviser Application Form [September 2026]

Closing date for applications is 25th November 2026. Interviews will take place on 3rd December 2026.

Pay: £27,435.00-£29,559.00 per year

Benefits:

  • Company pension
  • Sick pay

Work Location: In person

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