Financial Wellbeing Adviser

We are recruiting 3 new Financial Wellbeing Advisers 

• Energy Mentor x1 

• Energy & Debt x1 

• Generalist x1 

Are you passionate about helping people navigate financial challenges?  

This isn't just a job; it's a chance to transform lives. You'll be on the frontline, proactively tackling financial insecurity and fuel poverty head-on. You’ll empower our clients and champion financial wellbeing across Swindon! 

You’ll provide multi-channel advice, including outreach events and home visits focusing on Income Maximisation, debt advice, energy advice and budgeting support. 

Key Responsibilities: 

• Provide generalist information and advice, with a focus on income maximisation and energy advice. 

• Conduct client interviews face-to-face, over the phone, and during home visits. 

• Educate individuals and groups on efficient energy usage and budget management. 

• Support diverse communities with sensitive listening and questioning skills. 

• Research and apply for local solutions like food bank or fuel vouchers. 

• Promote the project at external events and deliver group education sessions. 

• Monitor advice inquiries to contribute to research and campaigns. 

WHO ARE WE LOOKING FOR? 

• A natural at unpicking complex issues and supporting people in crisis. 

• An expert listener with honed listening skills ready to empower clients 

• Exceptional organisational skills and a "can-do" attitude. 

• A genuine interest in community engagement 

• Tech-savvy and digitally fluent. 

• A team player who can commit to Citizens Advice principles 

• A commitment to ongoing training, including passing the City and Guilds NEA Level 3 Energy Awareness exam within two months of starting (we'll help you get there!). 

BONUS POINTS FOR (but not essential!): 

• A good understanding of fuel poverty and financial challenges. 

• City and Guilds/NEA Energy Awareness qualification. 

• Experience providing generalist advice on energy, welfare benefits, or debt. 

• Certificate in Generalist Advice Work or equivalent 

You don’t have to be the finished article, if you have the drive and the right attitude we’ll help you develop your skills 

Benefits: 

• 25 days annual leave plus Bank Holidays, with 3 discretionary days between Christmas and New Year. 

• 5% employer contribution to a workplace pension scheme, 3% employee contribution required. 

• Commitment to Continuous Professional Development and access to national training. 

• Employee Assistance Programme, including 24-hour helpline and legal advice. 

• Mental Health and Wellbeing Support through Telus Health, offering perks and savings on cinema tickets, gift cards, and cashback. 

We are happy to discuss part-time and flexible working arrangements with prospective applicants.  

Ready to make a difference? 

Job packs are available on our website via the Apply button, or email us.

The closing date for applications is Tuesday 29th July 2025. 

Interviews will be held on Wednesday 6th August 2025. 

If you'd like to chat further about this role, please email us to arrange a time to discuss your queries.