Money Adviser - Business Debtline

Business Debtline is a free, independent debt advice service for the self-employed and small businesses. The Money Advice Trust is a national charity dedicated to helping people overcome financial difficulty and prevent problem debt.  

At Money Advice Trust, we believe everyone deserves clear, practical and non-judgemental support, no matter their circumstances. 

As a Business Debtline Adviser, you’ll provide tailored, specialist debt advice across a range of channels, supporting clients through often difficult and emotional situations. You’ll explain options clearly, empower clients to make informed decisions, and deliver a high-quality, compliant service.  

This is a meaningful and rewarding role where you’ll make a real impact every day. 

What You’ll Be Doing 

You’ll be responsible for: 

• Providing specialist debt advice to self-employed individuals and small businesses via phone, email and digital channels 

• Listening carefully to clients and communicating in a supportive, empathetic and non-judgemental way 

• Identifying appropriate debt solutions such as Debt Management Plans, DROs and IVAs, ensuring regulatory compliance 

• Explaining complex financial information clearly to a non-technical audience 

• Maintaining accurate client records and completing administration to a high standard 

• Collaborating with colleagues and contributing to team performance and service improvement 

• Acting as a professional ambassador for the Money Advice Trust in all interactions  

What We’re Looking For 

We’re looking for people who are passionate about helping others and who can stay calm, organised and professional in a fast-paced environment. 

You’ll bring: 

• Strong communication skills, both written and verbal 

• The ability to explain complex information in a clear and simple way 

• A compassionate, client-focused and non-judgemental approach 

• Good IT skills (e.g. Word, Excel, Outlook, Teams, Zoom) 

• Strong organisational skills and the ability to manage workload effectively 

• The ability to work collaboratively as part of a team 

• Resilience and emotional awareness when supporting clients in challenging situations 

Experience in customer service or advice roles is helpful but not essential.  If you’re motivated to learn and make a difference, we’d love to hear from you. 

Training and Support 

We’ll fully support you to build your knowledge and confidence in the role. 

• Comprehensive initial training (full-time, on site, 9am–5pm for approximately 11 weeks) 

• Ongoing coaching, quality feedback and development support 

• Continuous learning to keep up to date with legislation and best practice 

We’re looking for people who are curious, committed to learning, and motivated to grow in a rewarding role. 

Our typical recruitment process takes up to four weeks and includes: 

1. A short online assessment (around 20 minutes at a time to suit you) 

1. A 45‑minute Microsoft Teams interview 

Candidates who are successful at interview will progress to offer. Those who are not successful will be offered interview feedback. 

We sometimes use AI tools to support parts of our recruitment process, such as initial application review. These tools help us manage volume, but all hiring decisions are made by a real person in our Recruitment team. 

Accessibility and Adjustments 

We want every candidate to feel confident and supported. If you need any adjustments or have specific preferences during the recruitment process, just let us know and we’ll do our best to accommodate you. 

Important Information 

We may close this vacancy early if we receive a high number of applications, so we encourage you to apply as soon as possible. 

Your personal data will only be used for recruitment purposes and held for up to 12 months. Please see our Privacy Notice for Job Applicants on our vacancies page for further details. 

Our Commitment to Inclusion 

We’re committed to building a workplace that reflects the communities we serve and our values - We put people first. We support each other. We solve problems. 

These values guide everything we do and help create a welcoming, respectful and inclusive environment where everyone can thrive. We warmly welcome applications from people of all backgrounds.