At a Glance
- Tasks: Help clients tackle debt and financial challenges with expert advice and support.
- Company: Join a compassionate charity making a real difference in the community.
- Benefits: Enjoy 35 days annual leave, wellbeing support, and a workplace pension.
- Other info: Flexible hours available in a supportive team environment.
- Why this job: Make a positive impact on people's lives while developing your skills.
- Qualifications: Experience in finance or advice roles, with strong communication skills.
The predicted salary is between 29000 - 29000 £ per year.
Do you have experience of providing financial support, administration or advice? We are seeking a Money Advice Caseworker to join the team in West Sussex! If you care deeply about helping people, enjoy problem-solving, and want to make a real difference in your community, we would love to hear from you.
Position: Money Advice Caseworker
Location: West Sussex/hybrid
Salary: £29,000 PA (pro rata for part time) depending on experience
Hours: Full or part-time, 30 - 37 Hours, Mon-Fri
Contract: Fixed term Maternity contract - 12 months
Closing date: 19th November 2026. This role may close sooner than advertised so apply.
About the Role
As a Money Advice Caseworker, you will work directly with clients experiencing debt and financial hardship. You will provide high-quality advice and casework, helping clients understand their options and take positive steps towards resolving their financial difficulties. You will support clients with compassion and professionalism, breaking down complex information into practical, achievable solutions. This includes assessing financial circumstances, preparing realistic budgets, identifying priority debts, negotiating with creditors, and empowering clients to make informed decisions about their finances.
About You
We would love to hear from you if you have/are:
- Experience of working in a finance role or of providing debt, money, welfare benefits, or related advice work.
- Knowledge of financial services or processes (for example creditor negotiation and financial capability support)
- An empathetic communicator
- Comfortable with numbers and difficult conversations
- A natural problem solver who stays calm under pressure
- Organised, resilient, and adaptable
- A team player who’s open to feedback
About the Organisation
Join an independent charity and member of the Citizens Advice Network providing independent, free and confidential advice to the public on the problems they face. The charity supports over 30,000 people a year on more than 80,000 problems.
What’s on Offer
The charity offers a comprehensive benefits package that supports your wellbeing, work-life balance, and professional growth, plus:
- Generous annual leave: 35 days per year (pro rata), including all bank holidays and Christmas
- Employee Assistance Programme: Includes wellbeing support, free counselling, and lifestyle perks
- Contractual sick pay: depended on length of service
- Long service rewards: Extra leave
- Workplace pension: Auto-enrolment into our pension scheme
The organisation is an equal opportunities employer and encourages applications from all applicants who meet the person specification irrespective of sex, gender reassignment, marriage or civil partnership status, pregnancy and maternity, sexual orientation, race, religion or belief, age, or disability.
Money Adviser employer: Not For Profit People
Join a dynamic not-for-profit organisation dedicated to creating meaningful social change across London and the South East. With a strong commitment to employee development, you will have the opportunity to enhance your IPS expertise while working in a supportive and collaborative environment that values diversity and inclusion. Enjoy flexible working options and the chance to make a real impact on the lives of individuals facing complex social challenges.
StudySmarter Expert Advice🤫
We think this is how you could land 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 Not For Profit People. 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 Not For Profit People.
✨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 Not For Profit People. 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 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 Not For Profit People 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 Not For Profit People how you can be a team player!
How to prepare for a job interview at Not For Profit People
✨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 Not For Profit People.
✨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 Not For Profit People'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!
