At a Glance
- Tasks: Support residents in accessing financial resources and improve their financial stability.
- Company: Community-focused organisation dedicated to helping those in need.
- Benefits: Competitive salary, generous leave, pension scheme, and flexible working options.
- Other info: Join a friendly team that values diversity and offers growth opportunities.
- Why this job: Make a real difference in people's lives while developing your career.
- Qualifications: Experience in financial advice or casework is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Hours: Fulltime 5 days per week (part-time considered)
Contract type: Two-year fixed term
We deliver a high‑quality, agile advice service that reflects community issues and needs, and our service always puts people first.
As a Financial Resilience Adviser/Caseworker, you will play a vital role in supporting residents accessing the borough’s Crisis Resilience Fund. You will help clients strengthen their long‑term financial stability through income maximisation, debt management, and improved financial capability. This includes conducting initial debt assessments, identifying urgent priorities, and helping clients understand their options and the practical steps they can take to improve their financial wellbeing.
We offer a competitive salary alongside a range of benefits, including generous annual leave that increases with length of service, paid sick leave, a pension scheme, annual season ticket loans, career breaks, and ongoing opportunities for professional development and progression within the organisation. You will join a warm and friendly work culture where staff are valued, and we also offer a flexible working environment where you can work from home on some days. While our head office is near Royal Oak station, the role also involves working from community settings across Westminster.
If you are ready to join a community organisation providing a vital service to people who need our help, please click apply and complete the application process, demonstrating how you meet the competencies in the Person Specification in your supporting statement. Please note that we expect employees to spend 60% to 75% of their working time in the office or at outreach locations.
Citizens Advice Westminster values diversity, promotes equality, and challenges discrimination. We strongly encourage applications from all parts of society and believe that diversity strengthens our organisation.
Financial Wellbeing Adviser (Caseworker) - in London employer: Citizens Advice Westminster
Citizens Advice Westminster is an exceptional employer dedicated to making a meaningful impact in the community. With a strong focus on employee wellbeing, we offer generous benefits, a supportive work culture, and ample opportunities for professional growth. Our flexible working environment allows you to balance your personal and professional life while contributing to vital services that empower residents in Westminster.
Contact Details:
Citizens Advice Westminster Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Wellbeing Adviser (Caseworker) - in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Citizens Advice Westminster. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Wellbeing Adviser (Caseworker) - in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citizens Advice Westminster.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Citizens Advice Westminster's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Citizens Advice Westminster
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citizens Advice Westminster.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Citizens Advice Westminster will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Citizens Advice Westminster employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
