Financial Wellbeing Adviser (2 posts)

Citizens Advice BANES; Swindon; Hybrid; GBP 25,000 - 27,000; Full time

Benefits offered by this job

Employee Assistance Programme

Blue Light Card

Pension with employer contributions

Hybrid working

Job summary

Citizens Advice BANES in Swindon is seeking empathetic advisers and career-changers to deliver practical financial wellbeing guidance through 1-to-1 appointments, phone support, home visits and community group sessions.

You will help residents with debt, budgeting and energy efficiency, build financial security and strengthen local partnerships, while pursuing recognised training including City & Guilds NEA Level 3 Energy Awareness and the Citizens Advice Adviser Training programme.

Qualifications

• Backgrounds in advice work, benefits, debt, or customer-facing roles.
• Driven starters with digital skills and a can-do mindset.
• Strong listening and questioning skills for high-pressure situations.
• Willingness to travel around Swindon borough for outreach work.

Responsibilities

• Deliver practical, outcome-focused advice on financial wellbeing topics such as debt, budgeting and energy efficiency.
• Empower people via 1-to-1 appointments, phone channels, home visits, and group education sessions.
• Champion financial inclusion by building community partnerships and contributing to campaigns.
• Pursue industry-recognised training including City & Guilds NEA Level 3 Energy Awareness and Adviser Training.

Skills

Customer service

Communication skills

Digital skills

Time management

Education

City & Guilds NEA Level 3 Energy Awareness

Job description

Interviews will take place on 12 October 2026.

About the role

Ready to use your problem-solving skills to transform lives across Swindon? Whether you are an experienced adviser, a driven career-changer looking for a fresh challenge or you are looking for your first start in your career pathway in the voluntary sector, we want to hear from you.

What You’ll Be Doing

• Delivering practical, outcome-focused advice on a range of financial wellbeing and resilience topics, including, debt, income maximisation, budgeting and energy efficiency advice, to support residents navigating cost-of-living challenges.
• Empowering people via 1-to-1 appointments, phone channels, home visits, and interactive group education sessions in schools, colleges and the community.
• Championing financial inclusion across Swindon by helping to build and maintain community partnerships and spotlighting unfair social issues through national campaigns.
• Gaining industry-recognised qualifications and training, including the City & Guilds NEA Level 3 Energy Awareness and the Citizens Advice Adviser Training programme.

Who we’re Looking For

• Advisers & Career-Changers: Backgrounds in advice work, benefits, debt, customer-facing roles, or community engagement looking to make an immediate difference

Or

• Driven Career Starters: Enthusiastic, fast learners with strong digital skills, a positive "can-do" mindset, and a genuine passion for helping others build financial security.
• Resilient Communicators: Strong listening and questioning skills to guide people through emotional or high-pressure situations with care, respect and confidentiality.
• Self-motivation: Outstanding organisational skills to manage active casework and work independently in dynamic settings.
• Local Mobility: Willingness to travel across the Swindon borough for outreach and client home visits. A driving licence or access to a vehicle is not required, as the local public transport network provides complete coverage.

Why Join us?

• Competitive Salary: £25,012 - £27,012, based on your experience
• Work-Life Balance: 37 hours per week, with a flexible hybrid model combining office, outreach, and potential for some home working once you're independently thriving.
• Generous Leave: 25 days annual leave plus Bank Holidays, and 3 discretionary days between Christmas and New Year; that's 36 days a year!!
• Future Security: 5% employer contribution to a workplace pension scheme.
• Ongoing training and growth: A commitment to Continuous Professional Development and access to the Citizens Advice national Adviser training programme.
• Wellbeing first: An Employee Assistance Programme (24/7 helpline, legal advice) and Mental Health & Wellbeing Support through Telus Health, unlocking exclusive perks and savings on cinema tickets, gift cards, and cashback. You will also qualify for a Blue Light Card.

We’re Disability Confident

Disability Confident is a government scheme that supports employers to improve how they recruit, retain, and develop disabled people.