Financial Guide

Financial Guide

Permanent

Full Time (34.5 hours, Monday-Friday)

Salary Range: £23,500- £30,500

Location: Home based

Do you have experience in providing financial services or financial guidance?

Do you pride yourself on delivering exceptional customer care and high-quality information through a variety of communication channels?

Does your compassion, determination, and resilience shine through when supporting customers in a time of great need? 

If so, we would love to hear from you! 

About the Role

Now more than ever, people living with cancer are contacting our support line for financial guidance, so to meet this need we are expanding our wonderful team. 

People diagnosed with cancer often experience an adverse financial impact. We are working with major financial providers to deliver a fairer deal for people with cancer to include a UK-wide rollout of free and impartial financial guidance via phone, and online channels.

You’ll provide confidential, tailored information and guidance on budgeting and financial planning, pensions, mortgages, insurance, tax, savings and borrowing – not selling or recommending specific products, but supporting people affected by cancer in making more informed decisions about their finances.

We will offer you the opportunity to develop your knowledge and give you experience in an environment where you will become an expert in guiding people living with and affected by cancer. This will enable you to build on your existing skills, and you will gain valuable experience from working in a growing and exciting area.

About You

We are looking for people with financial guidance experience who can demonstrate highly developed listening, communication, and interpersonal skills necessary to handle emotional and complex situations in a way which always balances empathy with professionalism.

To do this role you will have:

• Recent experience of providing up-to-date and accurate Financial Services or Guidance to the public
• Sound knowledge and understanding of financial issues affecting people affected by cancer
• Understanding of the financial sector and its regulatory environment
• Contact centre experience
• Excellent communication skills, both written and verbal
• Experience using the Microsoft Office suite of applications

As this is a home-based role you will need:

• A reliable broadband connection with upload and download speeds of at least 3mbps.
• To comply with strict data protection rules you must have a private confidential space to work from.

We will provide all IT equipment needed for the role.

There may be occasions where you will be asked to travel to one of our offices (London, Glasgow, or Shipley - W. Yorkshire) for events or meetings. This is likely to be once or twice a year.

About Us

We help millions of people with cancer across the UK live life as fully as they can through physical, emotional, and financial support. Our values are at the heart of who we are and everything we do, inspiring our thinking and guiding our actions. Together, we do whatever it takes for people living with cancer; with heart, with strength and with ambition.

We commit to actively developing you and offer benefits including life assurance, pension, generous annual leave, and interest free loans for season ticket, gym membership and a vast range of discounts via our benefit platform which helps make our employees’ money go further.

We want to make our recruitment processes accessible to everyone, so if there is any way that we can support you to be the best you can be, including any adjustments to our recruitment processes, please contact the Macmillan Talent Acquisition Team at TAteam@macmillan.org.uk.

Working Hours

You will work an average of 34.5 hours per week on a shift system basis. The service operates Monday-Friday, between 08:00-18:15.

Recruitment Process

The application deadline is Thursday 01st Februaryat 23:59pm. Please submit your application as soon as possible, as we reserve the right to change the closing date of our vacancies.

This is a two stage interview process consisting of the below : 

A virtual group assessment centre which will take place on Tuesday 6th February 2024 via MS Teams.

Following the assessment centre, successful candidates will then be invited to a second stage virtual interview on Thursday 8th February via MS Teams. 

Any offers on this role are made subject to a criminal records disclosure check or equivalent.

In order to ensure fairness and consistency to select the best candidate for this role, all of our applications are anonymised up until an interview has been confirmed so that shortlisting is based solely upon the suitability of the candidate’s experience.

We aim to encourage a culture where people can be themselves and be valued for their strengths. We seek to attract and employ the best people from the widest talent pool, reflecting the diverse range of people we support.