Trainee Money Adviser

Citizens Advice BANES; Manchester; On-site; GBP 25,000 - 33,000; Full time

Job summary

Citizens Advice Manchester is a charity which provides free, independent, confidential and impartial advice. We have exciting opportunities for you to join our experienced team of Money Advisers who provide Money Advice to clients across England and Wales.

This trainee role offers comprehensive training with the aim of becoming a Specialist Money Adviser within 12-18 months, which includes a salary increase to £31,760.

Qualifications

• At least 6 months of customer service experience in a regulated environment such as banking, insurance, or contact centre.
• Ability to work independently and as part of a team.
• Experience in active listening and questioning to manage challenging situations.

Responsibilities

• Provide Money Advice to clients across England and Wales via telephone and digital channels.
• Support clients facing problem debt and help them find a path forward during the cost of living crisis.

Skills

Customer service

Active listening

Teamwork

Job description

Interviews will take place on 11 September 2026.

About the role

If you are a compassionate and people focused person who enjoys helping others, you can make a significant impact on the lives of people facing problem debt. You will support our clients in finding a path forward during the current cost of living crisis, delivering essential services that achieve tangible and impactful outcomes.

Citizens Advice Manchester is a charity which provides free, independent, confidential and impartial advice. We have exciting opportunities for you to join our experienced team of Money Advisers and Specialist Money Advisers who provide Money Advice to clients across England and Wales. This is delivered via telephone and digital channels through our MaPS-funded National Debt Advice Hub, our Money Advice Trust Partnership, our local service Grant, and our Consumer Energy Debt Advice Service. Our services operate Monday to Friday (9am to 8pm) and Saturday (9am to 1pm), offering a full range of free support to clients struggling with debts.

This role offers an excellent opportunity for Trainee Money Advisers to receive comprehensive training and develop their careers in the advice sector. Successful applicants are expected to achieve competence as a Specialist Money Adviser within 12-18 months, depending on performance, which includes a salary increase to £31,760*.

We are looking for candidates who possess:

• At least 6 months of experience delivering excellent customer service in a regulated environment (e.g., banking, insurance, or a contact centre).
• The ability to work both independently and collaboratively within a team.
• Experience in active listening and questioning, with the capacity to manage challenging situations effectively.

We value all our people and can offer a supportive culture within a charity setting that is committed to social justice. The above roles attract a rewarding remuneration package with excellent terms, please see the Job Pack for full information.

We strive to be an inclusive organisation, our aim is to recruit people that represent the diverse communities we serve. We are committed to increasing our diversity - however you identify, or whatever background you bring with you, we welcome your application.

We’re Disability Confident

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