At a Glance
- Tasks: Provide expert debt and money advice to help people improve their financial situations.
- Company: Join the Royal British Legion, a dynamic team making a real difference.
- Benefits: Enjoy 28 days holiday, flexible working, and generous pension contributions.
- Other info: Homebased role with occasional travel and excellent career development opportunities.
- Why this job: Make a positive impact on people's lives while developing your skills.
- Qualifications: Experience in debt advice and knowledge of welfare benefits required.
Location: Derbyshire, Leicestershire, Midlands, Northamptonshire, Nottingham, Shropshire, West Midlands – Homebased (National)
Salary: £30,170 per annum (inclusive of Market Supplement)
About the Role
Are you ready to make a real difference in people's lives by providing specialist debt, benefit, and money advice? This is an exciting opportunity to join our dynamic team at the Royal British Legion.
Responsibilities
- 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
Qualifications
- 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
Travel & Working Conditions
The role is homebased with occasional travel required throughout East and West Midlands. Living within this region, possessing a driving licence and access to a vehicle is essential. Travel to tribunal locations, home visits, team meetings and national BDMA Service events (usually in London) is required. Travel expenses are covered.
Pre‑Employment Checks
This position is subject to pre‑employment checks including an Enhanced DBS check.
Employee Benefits
- 28 days paid holiday (plus bank holidays) with optional annual leave purchase 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!
Inclusion and Diversity
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and wider society. We welcome applications from people of all backgrounds and personal characteristics. As part of our commitment to inclusion, we offer interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if they meet all essential criteria.
Application Process
We may close this vacancy early if we have enough strong applications. Interested candidates are encouraged to apply as soon as possible. Closing Date: 1st July 2026
Benefits, Debt and Money Advisor employer: The Royal British Legion
The Royal British Legion is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With flexible working options, comprehensive benefits including generous leave and pension contributions, and a commitment to diversity, this homebased role allows you to make a meaningful impact while enjoying a balanced work-life environment in the Midlands region.
StudySmarter Expert Advice🤫
We think this is how you could land Benefits, Debt and Money Advisor
✨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 The Royal British Legion. 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 Benefits, Debt and Money Advisor
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 The Royal British Legion.
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 The Royal British Legion'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 The Royal British Legion
✨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 The Royal British Legion.
✨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 The Royal British Legion 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 The Royal British Legion 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.
