At a Glance
- Tasks: Support the community with holistic financial advice on money, debt, and income maximisation.
- Company: Join a dedicated team focused on improving financial wellbeing in the local community.
- Benefits: Competitive salary, comprehensive training, and opportunities for personal growth.
- Other info: Flexible working locations and a supportive environment for all abilities.
- Why this job: Make a real difference in people's lives while developing your skills in finance.
- Qualifications: Strong communication skills and a willingness to learn; training provided.
The predicted salary is between 27900 - 34100 £ per year.
Salary £28,696 (qualified caseworker) rising to £30,961 with DRO intermediary status pro rata.
About the role:
Working as part of an experienced team, this role will support people in the local community through the provision of holistic Financial Wellbeing Advice (Money, Debt, Income Maximisation and Budgeting). Holistic debt advice will include an element of income maximisation alongside money advice and specialist debt advice.
The role requires someone that is highly organised with great attention to detail, efficient and empathetic and who works to high standards of accuracy. The postholder will deliver services within a quality assured framework and the requirements of the Financial Conduct Authority.
This role will be suitable for someone that has excellent people and communication skills, with an aptitude for learning and an ability to complete the adviser training programme within the learning framework timetable. Our training programme includes both online and in person modules.
The post will be based at one of our offices and will include pre-arranged client appointments in person and by phone at various community locations in the area by prior arrangement.
We’re Disability Confident. Disability Confident is a government scheme that supports employers to improve how they recruit, retain, and develop disabled people.
Financial Wellbeing Adviser with Casework (Money, Debt & Income maximisation) employer: Citizens Advice BANES
Citizens Advice BANES is an exceptional employer that prioritises the well-being of its staff and volunteers, fostering a collaborative and inclusive work culture. With a strong focus on employee growth and development, we offer meaningful opportunities to make a real impact in the community while navigating exciting transformations. Join us in a role where your leadership will be valued, and your contributions will help shape the future of our services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Wellbeing Adviser with Casework (Money, Debt & Income maximisation)
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Citizens Advice BANES. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Citizens Advice BANES.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Citizens Advice BANES. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Financial Wellbeing Adviser with Casework (Money, Debt & Income maximisation)
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Citizens Advice BANES and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Citizens Advice BANES how you can be a team player!
How to prepare for a job interview at Citizens Advice BANES
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Citizens Advice BANES.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Citizens Advice BANES's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
