Financial Guidance Officer

Job description

NON CYC VACANCY

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.

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 with clients, to enable people to explore their options and make informed decisions. While this is not a financial advice role, you will provide guidance and signposting that helps individuals better understand their circumstances and plan.

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
• 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

has experience in:

• Information and advice services
• Pensions or financial services
• Adult social care
• Housing support
• Community engagement
• Customer support or guidance services

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. We value our colleagues as much as our clients and strive to create a positive, flexible, and inclusive working environment.

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.

Benefits

We offer:

• 28.5 days annual leave plus bank holidays (pro rata)
• Enhanced sick pay
• Flexible working
• Employee discount scheme

Click here for more details Work for us .

Please send a CV and covering letter to [email protected]

Closing date for applications: 25 September 2026 at 12 midnight

Shortlisting w/c 28 September 2026

Interviews w/c 12 October 2026

City of York Council (CYC) advertise vacancies on behalf of schools, academies and external organisations (third parties). CYC are not responsible for the recruitment and employment practices of these third parties and accept no liability in relation to the vacancy and any subsequent recruitment or employment processes. Enquiries regarding the vacancy or practices should be made directly with the third party.