Money & Debt Advisor – Outreach & Client Support

Citizens Advice Torridge North Mid and West Devon; Okehampton; On-site; GBP 23,000 - 28,000; Full time

Job summary

Citizens Advice Torridge North Mid and West Devon is seeking a dedicated adviser to provide money and debt advice to clients across multiple locations. You will interview clients, research options impartially and communicate clear guidance while maintaining detailed case records.

Flexibility to travel across West Devon and Mid Devon is essential, with a starting salary from £25,880. Training and ongoing CPD will be provided within a supportive charity environment.

Qualifications

• Recent customer service experience across face-to-face, telephone or digital channels.
• Ability to listen sensitively and ask questions to identify root problems.
• Strong IT skills and ability to use online resources for research.

Responsibilities

• Provide money advice to external clients via face-to-face, video, digital appointments or phone.
• Research options impartially and communicate them clearly to clients.
• Carry out administrative duties to support the Money Advice Team.
• Collaborate with specialist services and refer as appropriate.
• Maintain detailed case records for continuity and reporting.

Skills

Customer service experience

Sensitive listening

Effective communication

IT literacy

Travel readiness

Tools

CRM systems

Job description

Citizens Advice Torridge North Mid and West Devon is seeking a dedicated adviser to provide money and debt advice to clients across multiple locations. You will interview clients, research options impartially and communicate clear guidance while maintaining detailed case records.

Flexibility to travel across West Devon and Mid Devon is essential, with a starting salary from £25,880. Training and ongoing CPD will be provided within a supportive charity environment.