Financial Guidance Officer
Age UK York Part Time | Fixed Term until 31 October 2027 Salary: £16,150.37 per annum (part-time equivalent)
Help people plan with confidence for later life
Are you passionate about empowering people to make informed decisions about their future? Do you enjoy building relationships, supporting individuals, and making a real difference in your community?
Age UK York is looking for a compassionate and motivated Financial Guidance Officer to help launch and develop an exciting new pilot service that supports people approaching and living in retirement.
About the Role
This is a unique opportunity to be part of an innovative project that helps people in mid to later life feel more confident about their future.
Working one-to-one with clients, you will lead on conversations to enable people to explore their options and make informed decisions about later life. While this is not a financial advice role, you will provide guidance and signposting that helps individuals better understand their circumstances and plan ahead.
Topics may include:
• Budgeting and managing finances
• Housing options
• Health and wellbeing
• Employment and volunteering opportunities
• Future care and support needs
Alongside supporting clients, you will play a key role in developing referral pathways, building relationships with partner organisations, promoting the service across York, and helping to measure and report on the project's impact.
About You
We're looking for someone who:
• Has excellent communication and interpersonal skills
• Enjoys helping people make informed decisions
• Can explain complex information in a clear and accessible way
• Is confident building relationships with a range of stakeholders
• Is organised, proactive, and able to work independently
You may have experience in:
• Information and advice services
• Pensions or financial services
• Adult social care
• Housing support
• Community engagement
• Customer support or guidance services
• Other relevant fields where you've helped people navigate important life decisions
Why Join Age UK York?
At Age UK York, you'll be joining a friendly, supportive organisation that's committed to improving the lives of older people across our community. We value our colleagues as much as our clients and strive to create a positive, flexible, and inclusive working environment.
Important Information
Please note:
• Lone working is a requirement of this role.
• The position involves a mix of office-based work, community outreach, and home visits across York and surrounding areas.
• You should be able and willing to travel within the local area.
Benefits
In addition to a salary of £16,150.37 per annum, we offer:
• Friendly and supportive team culture
• 26.5 days annual leave plus bank holidays (pro rata)
• Enhanced sick pay after six months' service
• Flexible working arrangements
• Employee discount scheme
• Free eye tests
• Free annual flu vaccination
• Free DBS check
Join Us
If you're passionate about helping people feel more informed, confident, and prepared for the future, we'd love to hear from you.
Apply today and help shape an important new service that could make a lasting difference to people across York.
Location: Age UK York | Organisation: Age UK York
Salary: £26,388.05 | Job type: Part time | Hours: 21
Benefits:
Closing date: 25-09-2026
How to apply:
Please apply with your CV and a covering letter to: [email protected]
Web link: Click here
Reference:
Category:
Financial Guidance Officer