Financial Wellbeing Adviser (Caseworker) - Part Time in London

Financial Wellbeing Adviser (Caseworker) - Part Time in London

London Part-Time 30000 - 40000 £ / year (est.) Working from home possible
Citizens Advice Westminster

At a Glance

  • Tasks: Support residents in accessing financial resources and improve their financial stability.
  • Company: Join a community-focused organisation dedicated to helping those in need.
  • Benefits: Competitive salary, generous leave, pension scheme, and flexible working options.
  • Other info: Friendly work culture with opportunities for professional growth and community engagement.
  • Why this job: Make a real difference in people's lives while developing your skills in financial advice.
  • Qualifications: Experience in financial advice or casework is a plus, but passion for helping others is key.

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) - Part Time 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.

Citizens Advice Westminster

Contact Details:

Citizens Advice Westminster Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Wellbeing Adviser (Caseworker) - Part Time in London

Connect with Campus Reps

If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.

Get Involved in Financial Societies

Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.

Use LinkedIn for Hidden Gems

Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Citizens Advice Westminster often post openings there first, so be on the lookout and don’t forget to engage with their content!

Showcase Your Skills Directly

When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Citizens Advice Westminster.

We think you need these skills to ace Financial Wellbeing Adviser (Caseworker) - Part Time in London

Financial Assessment
Income Maximisation
Debt Management
Financial Capability Improvement
Client Support
Crisis Management
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!

Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Citizens Advice Westminster and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!

Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!

Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Citizens Advice Westminster. A little light-heartedness can go a long way!

How to prepare for a job interview at Citizens Advice Westminster

Brush Up on Your Numbers

For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.

Know Your Financial Products

Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!

Flexibility and Commitment are Key

Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.

Showcase Your Portfolio of Experience

Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!