Trainee Money & Debt Specialist (Hybrid Training)

Citizens Advice Somerset; Yeovil; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Fully funded 12‑month training

Hybrid working

5% employer pension contribution

Job summary

Citizens Advice Somerset is recruiting two Trainee Money & Debt Specialists to join a supportive team in Somerset. You will receive the funded training to become a qualified Money & Debt Specialist, providing high-quality, impartial advice to clients facing financial difficulties.

The role offers a structured 12-month training programme, guidance from experienced debt caseworkers, mentoring, and potential hybrid working. Starting salary is £27,477 per annum with a 5% employer pension.

Qualifications

• Demonstrate empathy, organisation and resilience while learning new skills.
• Excellent interpersonal, communication and customer service abilities.
• Good IT skills with Word/Excel and detail-oriented record-keeping.

Responsibilities

• Provide money and debt advice across a range of issues including debts and welfare benefits.
• Support clients with housing, income maximisation and related financial matters.
• Draft professional letters and communications to clients, creditors and third parties.
• Prepare and present cases to relevant bodies and regulators as required.
• Maintain accurate case records in line with regulatory requirements.

Skills

Empathetic

Organised

Resilient

Customer service

IT literacy

Education

Level 2 English and Maths or equivalent

Tools

Microsoft Word

Excel

Job description

Citizens Advice Somerset is recruiting two Trainee Money & Debt Specialists to join a supportive team in Somerset. You will receive the funded training to become a qualified Money & Debt Specialist, providing high-quality, impartial advice to clients facing financial difficulties.

The role offers a structured 12-month training programme, guidance from experienced debt caseworkers, mentoring, and potential hybrid working. Starting salary is £27,477 per annum with a 5% employer pension.