Regional Advisor (Midlands)
The Church of England
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Benefits offered by this job
Job summary
Qualifications
- Experience working with clergy or in a similar community-focused role.
- Strong understanding of financial wellbeing and retirement planning.
- Ability to facilitate events and workshops effectively.
Responsibilities
- Engage with clergy on financial wellbeing and retirement planning.
- Design and run local events for clergy development.
- Build networks and work with subject matter experts.
Skills
Job description
About the Role
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 that 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 escalates complex welfare or regulated financial matters.
What you'll be doing
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 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), escalates concerns promptly, and contribute to consistent regional practice with other advisors.
The Church of England is for everyone and we want to reflect the diversity of the community the Church serves across the whole country. We welcome all applications from interested and suitably experienced people, and we particularly welcome applicants from UK Minoritised Ethnicities (UKME)/Global Majority Heritage (GMH) and other under‑represented groups. As a Disability Confident employer, we are committed to recruiting disabled people and offer interviews to disabled people who meet the minimum criteria for the role.
**Please refer to the Job Description for more information about the role and person specification.**
- 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 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.
The National Church Institutions comprises a wide variety of teams, professions and functions that support the mission and ministries of the Church of England in its vision to be a church, centred on Jesus Christ, for the whole nation - a church that is simpler, humbler, bolder.
Our Belonging and Inclusion Strategy aims for everyone in the National Church Institutions (NCIs) to feel that they belong, and are valued for who they are and what they contribute. Together, our people contribute in different ways towards our common purpose, whichever NCI they work in and whatever their background.
Living out our values in all that we do, we:
- Strive for Excellence
- Show Compassion
- Respect others
- Act with Integrity
We believe our commitment to belonging and inclusion fuels our progress and drives us forward. The NCIs are a safe, inclusive workplace for people of all backgrounds and walks of life. We welcome applications from people of all faiths and of no faith. We want to encourage applications from a diverse group of people who share our values. Even if you have never thought about working for us before, if you have the skills and experience we’re looking for then we would like to hear from you.
Please note: You must have the right to work in the UK to be considered for the role.
Mid‑Senior level
Full‑time
Finance and Management
Religious Institutions and Financial Services
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