As a Benefits, Debt and Money Advisor you will provide expert guidance and practical support to individuals facing financial difficulties. Through face-to-face, telephone, and email interactions, you will offer tailored advice on legal rights, debt solutions, and benefits entitlements. In this role, you will: - Provide specialist debt casework, ensuring compliance with FCA regulations - Conduct benefit calculations and maximise income opportunities - Provide specialist level welfare benefits casework including the preparation of written submissions and representation at first tier tribunal (full training provided when progressing to dual specialism) - Advocate for clients by drafting letters, gathering medical evidence, and researching case law - Maintain accurate case records for continuity, reporting, and analysis - Build strong relationships with MOD, DWP, NHS, local authorities, and service charities - Stay up to date with changes in debt and social security legislation - Deliver a holistic, person-centred service, ensuring coordinated support - Manage referrals and caseloads to provide timely assistance What we’re looking for: - Experience in debt advice and FCA compliance - Knowledge of welfare benefits and benefit calculations - Ability to manage your own caseload - Proficiency in Microsoft Office and case management systems - Money Advice Practice Certificate (or equivalent) or debt advice experience RBL offers a holistic Benefits & Debt advice service, with the expectation that the successful candidate will develop knowledge, skills & experience in welfare benefits (full training and supervision provided) to be able to support clients in challenging social security benefit decisions via the appeals process. We have our own services which support with areas such as drug and alcohol, homelessness, and dementia and importantly, we provide funding directly to pay off priority debts and insolvency fees. Connected: We work from home as part of a strong Regional & National team and manage our own diaries accordingly. - We pride ourselves on our learning & development, constantly improving our expertise through training to ensure we are providing the best quality service to those we support. The role is homebased with occasional travel required throughout East and West Midlands. Living within this region, having a driving licence and access to your own vehicle is essential in being able to undertake this role. This will include travel to tribunal locations and home visits. In addition, travel to team meetings and training, usually in London, is required. We do cover travel expenses. This position is also subject to pre-employment checks including an Enhanced DBS check. 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days - Enhanced paid maternity, paternity and adoption leave - Generous pension contributions, with Employer contributions ranging from 6% to 10% - Range of flexible working options may be available, depending on your role - Employee Assistance Programme providing confidential counselling, financial and legal advice - Range of courses delivered by learning specialists to support your development goals and objectives - Opportunities to volunteer - Travel loans, Cycle to Work, and more! RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. Interested candidates are encouraged to apply as soon as possible. About The Company Since 1921, the Royal British Legion has been dedicated to supporting members of the Armed Forces community, and we will continue to be there for as long as we are needed, ensuring their unique contribution is never forgotten. As the UK's largest Armed Forces charity, we are proud to have over 180,000 members, 110,000 volunteers, 1,900 employees, and a wide network of partners and charities working together to provide lifelong support, whatever the need and whenever it is required. We are committed to supporting our people through flexible and hybrid working where possible, a strong focus on wellbeing, and opportunities to develop skills and grow careers while making a meaningful impact.
