Financial Capability Adviser

Working within the Potteries Moneywise Team

Casework – The post holder will conduct a full exploration of the client’s financial and holistic circumstances to provide robust advice specific to the client’s needs.

The advisor will be required to act for the client where necessary and communicate with third parties such as water providers, energy providers or the Local Authority to progress the client’s case.

 Advice will be delivered through a variety of channels including face-to-face (drop-in and appointments), telephone or digital channels and must conform to the Citizens Advice Quality of Advice standards and funder requirements.

The prospective advisor will be able to balance good quality alongside being able to achieve SLAs and KPIs in accordance with our contractual agreements.