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A faith-based organization in the United Kingdom is seeking five Regional Advisers to provide personalized financial wellbeing support for clergy. This remote role involves engaging with clergy through one-on-one conversations and local events, while focusing on retirement planning. Successful candidates will have strong interpersonal skills, empathy, and the ability to build networks within local communities. Join us to shape a new function dedicated to enhancing clergy financial wellbeing and make a meaningful impact.
Supported by a multi-million pound grant from the wider Church, we are setting up a new function responsible for engaging with clergy at all stages of life and ministry on their current and future plans, offering access to grants to kick‑start saving, bespoke advice at key life stages and tailored products that will give our customers more choice about their future.
Please note that we are recruiting for 5 roles based out of the North West, North East, South West, South East and East Anglia. Therefore, please advise in your application which region you are applying for. Please see attached map which demonstrates the locations within each region.
This is a remote role, based in the region with an expectation that you combine virtual delivery with regular local travel and partnership building. We expect that some role will be offered on a part‑time basis and so welcome applications from applicants looking for part‑time roles.
We are looking for five proactive, empathetic professionals to join our new team of Regional Advisers, delivering personalised support to clergy helping them with day‑to‑day financial wellbeing matters, and retirement planning.
Working across Dioceses operating in your region, you will lead local engagement with clergy through structured one‑to‑one conversations, events and outreach, helping to connect individuals with expert advice, guidance, products and services that support their current and future financial plans.
As a key point of contact for individuals and dioceses in your area, you’ll champion the needs and experiences of clergy—feeding insight into service improvements. This is an exciting opportunity to join at the very beginning, shape how we work, and make a real impact. We’re looking to build a dynamic, forward‑thinking team that thrives on innovation and collaboration. If you’re passionate about creating something new and delivering excellent support to clergy, this is your chance to help us set the standard.
In this role, you will proactively engage clergy across a defined geographical area, 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 escape complex welfare or regulated financial matters.