At a Glance
- Tasks: Provide tailored money advice and support clients in managing debt and budgets.
- Company: Join Citizens Advice Bury & Bolton, a leader in social welfare law advice.
- Benefits: Receive comprehensive training, professional development, and the chance to earn a recognised qualification.
- Other info: Dynamic team atmosphere with opportunities for personal growth and career advancement.
- Why this job: Make a real difference in people's lives while developing your skills in a supportive environment.
- Qualifications: Experience in advice is a plus, but passion and empathy are key.
The predicted salary is between 30000 - 40000 £ per year.
Citizens Advice Bury & Bolton (CABB) is a leading provider of social welfare law advice and information, supporting thousands of clients every year.
We are a busy, client focused and dynamic service with a track record of delivering high quality advice face to face, over the phone and digitally.
Our communities are facing unprecedented challenges with continued rising costs.
The rising cost-of-living continues to directly impact individuals and families, with more people than ever in negative budgets, debt and housing crises.
Our Money Advice team provides a professional money advice service, which enables clients to assess their best strategies and options to address debt issues, manage their ongoing income and expenditure and where possible maximise their income.
There’s no ‘average’ day for our team, each client and case is different.
You will work as part of a well‑established team, providing a reliable and effective money advice service, across face to face and telephone advice channels at Citizens Advice Bury & Bolton.
This is a fantastic opportunity for personal and professional development, where you will be fully trained and supported in this role, both through national ‘classroom’ based training, on‑the‑job shadowing and internal training, and other development opportunities, including opportunities to obtain the Certificate in Money Advice Practice (Cert MAP); the leading debt advice qualification for debt advisers in England, Wales and Northern Ireland.
While some knowledge and experience in advice is desirable, it is not essential due to the training provided.
To be successful in this role you will be able to work in a trauma‑informed manner, with a high level of accuracy and attention to detail, exhibiting excellent listening and questioning skills.
About you: Experience in delivering advice (preferably money advice/debt).
Excellent interpersonal skills to engage with a diverse range of clients.
Organisational skills with the ability to adapt, prioritise deadlines and competing tasks in a fast‑paced environment.
A genuine passion for continual professional development.
Be empathetic, compassionate and resilient, understanding how to use trauma‑informed approaches and being adaptable to client needs.
Be resilient and adaptable – this is a high‑pressure role.
Key elements and tasks within this role include: Provide high quality tailored debt advice through one‑off advice and ongoing casework to clients.
Effective interviewing – using sensitive and questioning skills.
Identify client’s money advice and debt needs.
Identify emergency advice issues, advising/supporting on dealing with these emergency issues.
Advise and empower clients through informing of debt solutions and their implications.
Assess if grants/one‑off support is available to client and advise on how to apply/support where possible.
Support clients to set sustainable budgets and maximise their income.
Empower clients to set their own priorities.
Identify vulnerable clients who require additional support and act for them where possible.
Work closely with colleagues within the organisation and external partners to provide holistic advice and support to all clients.
Achieve performance targets required of the adviser post (KPIs) and ensure that all work meets quality standards and the requirements of FCA regulations, Ma PS standards and Advice Quality Standards.
Maintain detailed case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation (using national case management system Casebook).
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Money Advice Adviser in London employer: Citizens Advice BANES
Citizens Advice BANES is an exceptional employer, dedicated to making a meaningful impact in the Aldershot community through its focus on energy access and debt solutions. With a supportive work culture that prioritises employee growth and development, staff members are encouraged to enhance their skills while working collaboratively to address complex energy issues. The unique opportunity to supervise outreach initiatives allows for direct engagement with the community, making this role not only rewarding but also vital in fostering positive change.
StudySmarter Expert Advice🤫
We think this is how you could land Money Advice Adviser in London
✨Get Involved with University Events
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We think you need these skills to ace Money Advice Adviser in London
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
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Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Citizens Advice BANES can help you grow your skills and knowledge in the field.
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How to prepare for a job interview at Citizens Advice BANES
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
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As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Citizens Advice BANES.
