At a Glance
- Tasks: Provide expert debt advice to help clients regain financial stability and manage energy-related debts.
- Company: Join a supportive organisation dedicated to improving financial well-being in the community.
- Benefits: Enjoy generous annual leave, flexible working, and a competitive pension scheme.
- Other info: Opportunity for professional development and potential for permanent position.
- Why this job: Make a real difference by empowering individuals to take control of their financial futures.
- Qualifications: Strong communication skills and a passion for helping others with financial challenges.
The predicted salary is between 26545 - 26545 £ per year.
Hours: 37 hours
Salary: £26,545.50
Contract: Fixed Term until 31st December 2026
This is a fixed-term contract with the potential to become permanent, subject to the availability of ongoing funding and business requirements.
Location: Sandwell and Walsall
Closing Date: 23rd August 2026 at 11:59pm
Interview Date: 31st August 2026
Job Purpose: The Consumer Energy Debt Advice (CEDA) Service is a dedicated remote debt advice service to assist individuals struggling with energy related debt. This service provides expert guidance to clients facing at least one form of energy debt, offering tailored debt solutions to help them regain financial stability. By addressing energy arrears and related financial challenges, CEDA aims to alleviate the burden of debt, improve clients’ financial well-being, and prevent further financial hardship. Through personalised advice, budgeting support, and access to appropriate financial solutions, the service empowers individuals to take control of their financial situation and work towards a sustainable future.
Key Responsibilities:
- Advice Delivery
- Provide debt advice/casework covering the full range of debt specialisms.
- Provide debt advice/casework support to clients face to face, telephone and through our digital channels.
- Act for the client where necessary by calculating, negotiating, drafting or writing letters and telephoning.
- Negotiate with third parties as appropriate.
- Ensure income maximisation through the take up of appropriate benefits.
- 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.
- Provide advice and assistance to other staff across the whole range of debt related specialisms.
- Provide high-quality energy and debt advice to clients across a range of channels (face-to-face, telephone, webchat), ensuring advice is accurate, impartial, and tailored to individual circumstances.
- Advise clients on debt options, including the consequences of non-payment, energy disconnection risks, and suitable energy tariff or supplier support schemes.
- Support clients with income maximisation, including benefits checks, budgeting support, and applications for grants, discretionary payments, and charitable assistance.
- Case Management
- Ensure that all casework conforms to the appropriate quality standards e.g Quality Advice Assessments, Internal File reviews (IFRs) and Money Advice Service and/or others deemed appropriate.
- Maintain case records for the purpose of continuity of casework, information retrieval and statistical analysis.
- Accurately record all client interactions, case details, and outcomes using internal case management systems in line with data protection and quality standards.
- Manage a personal caseload efficiently, meeting deadlines, service targets, and maintaining appropriate levels of contact and follow-up with clients.
- Learning, Development and Training
- Undertake mandatory training requirements on Wiser Adviser/MaPS accredited debt advice training to be able to advise at Caseworker level within agreed timeframes.
- Engage in continuous professional development by keeping up to date with relevant legislation, policy changes, and sector developments.
- Willingness to work towards achieving level 3 in energy awareness within agreed timeframes.
- Attend relevant internal and external meetings as agreed with the line manager.
- Prepare for and attend supervision sessions/team meetings and forums as appropriate.
- Team and Partnership Working
- Work collaboratively with colleagues and external agencies to provide coordinated support to clients and appropriate referrals where needed.
- Participate in team meetings, supervision, and quality assurance activities to support continuous service improvement.
- Other duties and responsibilities
- Follow agreed processes for casework, data handling, safeguarding, and client confidentiality, ensuring compliance with all regulatory and organisational standards.
- Carry out tasks that may be asked of you by your line manager to ensure the effective delivery and development of the service needs.
Our Benefits:
- Generous Annual Leave – Enjoy 26 days’ annual leave plus bank holidays. Your entitlement increases to 31 days after five years’ service and 33 days after ten years’ service.
- Flexible Working – We recognise the importance of work-life balance and offer flexible working arrangements where business needs allow.
- Competitive Pension Scheme – Helping you build a secure future.
- Paid Volunteering Day – One fully paid day each year to volunteer for a cause that matters to you.
- Blue Light Card – All paid colleagues are eligible to apply for a Blue Light Card, giving access to discounts on shopping, dining, travel, entertainment and much more.
- Annual Pay Review – We review pay annually to help ensure it remains fair and competitive.
- Health Wellbeing Support – Access to our Employee Assistance Programme (EAP), providing free and confidential advice and support.
How to apply? If you are interested in this opportunity, please submit: An up-to-date CV and A covering letter (maximum two A4 pages) explaining how your skills, knowledge and experience meet the requirements of the Person Specification and why you are suitable for the role. Please ensure your covering letter provides clear examples of how you meet the essential criteria outlined in the Person Specification. Shortlisting will be based on the information provided in your CV and covering letter. If you require any adjustments or support to help you with your application, please don’t hesitate to contact us. Applicants must have the legal right to work in the UK. As part of our recruitment process, you will be required to provide evidence of your right to work before employment can commence. Please note that proof of eligibility will be requested at the interview stage.
Wishing you all the best with your application!
Energy and Money Adviser employer: Citizens Advice Sandwell & Walsall
As a dedicated employer in the community engagement sector, we prioritise the well-being of our employees by offering flexible working hours and a supportive work culture that values lived experience. Our commitment to employee growth is evident through ongoing training opportunities and the potential for project sustainability beyond the initial contract, making this an ideal role for those passionate about making a meaningful impact in Sandwell and Walsall.
Contact Details:
Citizens Advice Sandwell & Walsall Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Energy and Money Adviser
✨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 Sandwell & Walsall. 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 Sandwell & Walsall.
✨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 Sandwell & Walsall. 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 Energy and Money Adviser
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 Sandwell & Walsall 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 Sandwell & Walsall how you can be a team player!
How to prepare for a job interview at Citizens Advice Sandwell & Walsall
✨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 Sandwell & Walsall.
✨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 Sandwell & Walsall'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!
