Financial Wellbeing Adviser

Allscreens Nationwide Ltd; Deutschland; Hybrid; EUR 29.000 - 31.000; Vollzeit

Benefits dieser Stelle

Remote/flexible working

Paid DBS

5% pension contributions

Internal progression opportunities

Zusammenfassung

Citizens Advice Mid Mercia is seeking a Financial Wellbeing Adviser to join our Financial Inclusion programme, supporting Orbit customers by telephone and face to face.

You will deliver money advice with income maximisation, welfare benefits advice and energy support, navigate clients through a full journey, and receive full training; we offer 28 days’ holiday, pension contributions and flexible remote working options.

Qualifikationen

• Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities.
• To interpret information and present options to clients.
• Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.
• To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities.

Aufgaben

• Interview clients to understand problems and empower priorities.
• Interpret information and present options to clients.
• Refer clients to advisers or specialist agencies as appropriate.
• Maintain confidentiality and exercise discretion in responsibilities.

Kenntnisse

Active listening

Questioning skills

Confidentiality

Client interviewing

Jobbeschreibung

Financial Wellbeing Adviser

Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.

Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.

We are currently seeking an experienced Financial Wellbeing Adviser to join our team. You will be working for our Financial Inclusion programme and focus on supporting Orbit customers both telephone and face to face exclusively with:

1. Money advice with income maximisation

2. Welfare benefits advice and take-up work

3. Energy Advice and Support

Casework is expected to help navigate the customer through a full journey.

Full training and support will be given to the successful candidate to enable them to carry out their role.

Responsibilities / Key Tasks:

Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities.

To interpret information and present options to clients.

Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate.

To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities.

What we offer in return:

28 days entitlement plus bank holidays pro‑remainder

Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)

Opportunities for further training and continuous professional development.

Internal progression opportunities.

Supportive environment.

Remote/flexible working opportunities, subject to management approval.

Paid DBS application, where applicable.

5% pension contributions.

3 month’s full contractual pay for maternity, upon meeting qualifying criteria.

Potential additional permanent contracted hours, where the organisational need exists.

The essentials

Salary: £24,784.5 - £26,303 per annum

Hours: 37.5 hours per week

Location: mainly from home with occasional travel to one of our offices for meetings or client appointments.

Contract: Fixed Term until 31.03.2027 with a possible extension dependent on funder requirements.

Closing Date: 8 September 2026.

We are a Disability Confident Employer.

Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.

Proud member of the Disability Confident employer scheme.

About Disability Confident

Disability Confident is a government scheme. It encourages employers to recruit and retain disabled people and those with long term health conditions.