Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Telford

Sort by: -
    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • As a servicing adviser, you will look after a client bank of roughly 200 households, providing high-quality, personalised financial advice and building lasting,…
    • As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional…
    • View all Royal Bank of Canada jobs - Shrewsbury jobs - Wealth Manager jobs in Shrewsbury
    • Salary Search: RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planner) salaries in Shrewsbury
    • See popular questions & answers about Royal Bank of Canada
    • Extensive experience in financial management and audit/financial interrogation.
    • Conduct detailed reviews of financial data and modelling outputs for HE…
    • Investigates financial enquiries, providing assistance & advice as required.
    • Ensures that work is completed in line with financial timescales and legal…
    • Diploma in regulated financial planning/ DipFA/Diploma.
    • Diploma in regulated financial planning/ DipFA/Diploma.
    • Pay: £80,000.00-£120,000.00 per year.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
    • Previous experience within employee benefits, pensions or financial services administration.
    • You will administer workplace pension schemes, including joiners,…
  • View similar jobs with this employer
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
  • View similar jobs with this employer
    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • Competitive remuneration and commission structure.
    • Access to support, training and professional development.
    • Ongoing compliance and business support.
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor

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

Let Employers Find YouUpload Your Resume