Trainee Money Guidance Adviser

Citizens Advice Mid Mercia; Swadlincote; Hybrid; GBP 26,000 - 29,000; Full time

Benefits offered by this job

Remote/flexible working

5% pension contributions

Paid DBS

Training and development

Internal progression

Job summary

Citizens Advice Mid Mercia is seeking two Trainee Money Guidance Advisers to provide high-quality casework and financial capability support to clients facing financial difficulties. You will interview clients, interpret information, and present options while maintaining confidentiality and professional standards.

The role supports budgeting, income maximisation, benefit entitlement, and managing household bills, with hybrid working and remote opportunities.

Qualifications

• Excellent communication skills are essential.
• Able to manage time effectively and stay organized.
• Maintain high standards and ensure accuracy in work.
• Experience working with diverse groups and creating a welcoming environment.

Responsibilities

• Interview clients with sensitive listening and questioning to understand problems and empower priorities.
• Interpret information and present options to clients.
• Assist clients with related problems and refer to advisers or specialist agencies as appropriate.
• Maintain confidentiality and exercise sound judgement in all duties.

Skills

Excellent communication

Time management

Attention to detail

Diversity & welcoming environment

Job description

Salary: £26,048.76 to £29,207.50 a year, pro rata

Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.

Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.

We are seeking two Trainee Money Guidance Advisers to provide high-quality casework and financial capability support to clients experiencing financial difficulties.

The role involves advising clients on budgeting, income maximisation, benefit entitlement, and managing household bills. The role may require a flexible approach to working, including attendance at office locations and occasional work in the community, depending on service needs and commissioner requirements.

Responsibilities / Key Tasks:

Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities

To interpret information and present options to clients

Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate

To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities

What we offer in return:

Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)

Opportunities for further training and continuous professional development

Internal progression opportunities

Remote/flexible working opportunities, subject to management approval

Paid DBS application, where applicable

5% pension contributions

3 month’s full contractual pay for maternity, upon meeting qualifying criteria

The essentials

Hours:

1. Part-time: 26 hrs per week (fixed term contract until August 2027 with possible 3 months extension)

2. Full-time: 37.5 hrs per week (fixed term contract until 31.03.2028)

Location: Hybrid Working –a few days per week from one of our offices (Church Gresley and Derby), a few days from home depending on service needs

Contract: fixed-term contracts as above

Closing Date: 16 October 2026

Thank you for your interest in our vacancy. The above role is advertised on a rolling recruitment basis. We reserve the right to withdraw or close this vacancy at any time, without prior notice, before the advertised closing date. Please apply as soon as possible to avoid disappointment.

If you do not hear back from us within 15 working days, please assume that your application has been unsuccessful on this occasion. Please do not be discouraged from applying for other positions within our organisation.

We are a Disability Confident Employer

Citizens Advice Mid Mercia are an accredited (Level 1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.

Proud member of the Disability Confident employer scheme

We are looking for someone who:Has excellent communication skillsCan manage own time effectively with a keen eye for detailCan monitor and maintain own standards ensuring work is accurateIs experienced in working with a diverse range of people and providing a welcoming environment for clientsHas an understanding of the issues affecting society and their implications for clients and service provisionFull training and support will be given to the successful candidate to enable them to carry out their role