Trainee Mental Health Money Advisor

MindWise; United Kingdom; Remote; GBP 25,000 - 30,000; Full time

Job summary

A leading organization in mental health support seeks a trainee adviser to join their Mental Health & Money Advice Service team. The role involves providing holistic financial advice to clients facing financial difficulties and poor mental health. Candidates should have relevant experience and the ability to align with core values of empathy and respect. This fixed-term position offers the flexibility to work from home and a solid salary package, with extensive benefits and opportunities for personal development.

Benefits

Employer pension contribution of 6%

Enhanced holiday leave entitlement of 35 days

Enhanced company sick pay

Medical cash plan

Flexible working options

Business mileage paid at HMRC max

Commitment to learning and development

Ability to volunteer 1 day per year

Participation in Staff Working Groups

Investors in People (IIP) Gold Award

Qualifications

• Experience with electronic case recording databases (1 year).
• Providing administrative support in an advice-giving sector (2 years).
• Willing to undertake training in Debt, Mental Health & Welfare Benefits.

Responsibilities

• Assist clients with holistic money advice related to poor mental health.
• Complete prescribed training courses (minimum 1 per month).
• Demonstrate alignment with MindWise’s core values.

Skills

IT skills

Communication

Empathy

Education

GCSEs including English and Mathematics Grades A-C

Job description

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Location: Home based, covering all of N Ireland and providing regional cover when required.

Hours: 37.5 hours per week

Starting Salary: £25,752 (Band 2.2)

Fixed term contract to 31 March 2026 with possibility of extension

Closing date: 12 noon, Monday 23rd June 2025

All our roles make a positive impact on the lives of others, the purpose of this role is to:

As a trainee adviser you will be part of the Mental Health & Money Advice Service team that offers holistic money advice to clients who are experiencing both poor mental health and financial difficulties.

What we ask for from you:

• Educated to at least GCSE level and have obtained at least English and Mathematics Grades A-C or equivalent.
• Must be willing to undertake prescribed training in Debt, Mental Health & Welfare Benefits. This will require a minimum of 1 training course per month.
• At least 1 years’ experience of working with electronic Case Recording databases.
• At least 2 years’ recent experience providing administrative support in an advice-giving sector.
• Well-developed IT skills- comfortable using Microsoft Office packages and bespoke databases.
• Ability to demonstrate alignment with MindWise’s core values of Passion, Respect, Empathy, Togetherness, Openness & Transparency.

What you get in return:

• A minimum employer pension contribution of 6%
• Enhanced holiday leave entitlement of 35 days (FTE)
• Enhanced company sick pay
• Medical cash plan
• Access to family friendly policies and flexible working options
• Business mileage paid at HMRC max
• Commitment to learning and development
• Able to volunteer 1 day per year with MindWise Corporate Social Responsibility policy.
• Able to join Staff Working Groups and have your voice heard! e.g. People working group; Health & Wellbeing; Leadership and Management; Human Rights; Trauma Informed group etc
• Investors in People (IIP) Gold Award holders, reflecting excellent working practices

The successful candidate will be subject to an Enhanced with Adult’s Barred Access NI check.

MindWise are an equal opportunities employer

PLEASE NOTE:

CV's are not accepted. Online Application.