Holistic Financial Wellbeing Advisor

LLOYD'S REGISTER INTERNATIONAL; Coventry; Hybrid; GBP 25,000 - 34,000; Full time

Job summary

Lloyd's Register International in Coventry is seeking a Generalist Adviser to support residents referred to the service, helping them move from immediate financial difficulty toward stability. You will carry out holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability.

Where regulation or specialist guidance is needed, you will coordinate referrals to partner organisations to ensure

Qualifications

• Experience delivering holistic assessments and personalized action plans.
• Knowledge of income maximisation, household costs and benefits.
• Ability to refer clients to partners for regulated debt or specialist advice.

Responsibilities

• Support Coventry residents to move from financial difficulty towards stability.
• Complete holistic assessments and agree personalized action plans.
• Provide practical advice and casework on income maximisation, household costs and benefits.
• Refer to partner organisations for regulated debt or specialist advice when needed.

Skills

Holistic assessment

Action planning

Income maximisation

Benefits knowledge

Financial capability

Job description

Lloyd's Register International in Coventry is seeking a Generalist Adviser to support residents referred to the service, helping them move from immediate financial difficulty toward stability. You will carry out holistic assessments, agree personalized action plans and provide practical advice and casework on income maximisation, household costs, benefits and financial capability.

Where regulation or specialist guidance is needed, you will coordinate referrals to partner organisations to ensure