We are seeking a Financial Wellbeing Specialist to join our team. This role is focused on providing support to clients who require assistance with their financial affairs.
About the Role
As a Financial Wellbeing Specialist, you will work closely with senior consultants to provide tailored solutions for clients. Your primary responsibility will be to assist with the administration of client finances, ensuring that all legal and sensitive matters are resolved in a timely and professional manner.
* The ideal candidate will have experience working with vulnerable clients, including those with disabilities.
* You must possess excellent communication skills, both written and verbal.
* Able to manage sensitive conversations with empathy and confidence.
* Proficient in preparing high-quality correspondence, reports, and recommendations.
* Familiarity with managing client finances, including budgeting and financial planning.