City of York Council
Financial Guidance Officer

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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
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.


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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
Work for us.
Please send a CV and covering letter to recruitment@ageukyork.org.uk
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.
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