Regional Advisor (Midlands)

Summary

In this role, you will proactively engage clergy across the Midlands, with matters of financial wellbeing, and future retirement planning (inclusive of housing) Your initial focus, will be in offering structured one-to-one conversations to clergy in the decade or so before retirement about their future plans, helping to build confidence about what the future might hold, and connecting people to the right information, products, specialists or local support, which would help their plans. You will also co-design and run local events and learning sessions at key life stages with groups, supported by building strong relationships with diocesan teams. To do this well, you will need to build local networks, and work closely with subject matter experts and other stakeholders to escalate complex welfare or regulated financial matters.

Personalised support for Clergy

• Identify and contact clergy throughout their ministry journey to offer personalised support and guidance.
• Hold structured one-to-one conversations online (or in person where particularly appropriate) to explore retirement plans, future housing preferences, household and financial circumstances, and agree clear next steps.
• Maintain accurate [online] case records, schedule follow-ups and re-engage individuals at agreed intervals.

Signposting and Referrals

• Provide timely signposting to independent financial advisers, charities, and other external services for housing, money, and welfare needs as appropriate.
• Build knowledge about choices and products that clergy might want to explore to help their plans, utilising our one stop shop portal.
• Refer clergy to financial health checks and specialist advice where appropriate and track referral outcomes.

Learning, Events, and Content

• Design and facilitate local events, including workshops for training institutions and sessions for early-career clergy.
• Produce and share accessible local content such as guides, newsletter items, and case studies to encourage peer learning.

Relationship Building and Representation

• Build and maintain relationships with diocesan recruitment and development teams, senior clergy, diocesan wellbeing staff, local Theological Education Institutions and local charitable partners.
• Build and maintain close relationships with colleagues in the Pensions Board Housing and Pensions Admin teams, ensuring complete and accurate handover of customer information at key points in clergy retirement planning as required.
• Attend diocesan meetings and conferences, represent the service locally, and support established pre-retirement activity.

Mapping and Knowledge Management

• Map local support routes, housing options, and charitable referral pathways, sharing this knowledge with clergy and others as appropriate.

Feedback, Insights, and Continuous Improvement

• Gather real-time feedback from conversations and events, run brief surveys, and feed insights to the wider team to inform communications, pilots, and product design.
• Contribute to continuous professional development through training, peer learning, and sharing best practice across regions.

Safeguarding and Quality Assurance

• Apply safeguarding standards in all contacts (working within the Pensions Board's safeguarding policy and procedures), escalate concerns promptly, and contribute to consistent regional practice with other advisors.

• A salary of £59,999 per annum, plus age-related pension contributions between 8-15% of salary. We will also match any pension contributions you make up to an additional 3% of your salary.

• 25 days annual leave (increasing to 30 days within 5 years) plus eight bank holidays and three additional days (pro-rated if working part-time).
• We welcome all flexible working arrangement requests. This is looked at in a case-by-case scenario and if this fits within the department's needs. We try to be as flexible as we can in your work pattern to support you with other commitments, and to give a good work-life balance.
• We offer many services and initiatives under our Family Friendly Programme, some of these include enhanced Maternity Leave initiative, Adoption Leave, Paternity Leave, & Shared Parental Leave. Structured induction programme and access to a range of development opportunities including apprenticeships.
• Automatic enrolment and access to Medicash (one of the UK's leading health cash plan providers), providing you with many services including reimbursements of routine dental treatment, optical, specialist consultations, and therapy treatments. Unlimited access to virtual GP & Private prescription service and health & Stress related helplines.
• Access to Occupational Health, and an Employee Assistance Programme 
• Access to the Department of Education Restaurant and Westminster Abbey with a plus-one guest.
• Apply for eligibility for an Eyecare voucher.
• Opportunity to join the Civil Service Sports & Social Club, and get involved in a range of staff networks, groups and societies.

• Strive for Excellence
• Show Compassion
• Respect others
• Collaborate
• Act with Integrity