Money advisor jobs in birmingham, west midlands

Money Adviser – National Debtline 

Salary: £36,069 per annum (inclusive of shift allowance) + excellent benefits 

Birmingham (remote with some hybrid working) 

Contract: Permanent 

Hours: Full time, 35 hours per week (rota basis including evenings and occasional Saturdays). 

Closing date: 16th November 2025 

About the Role 

Our client are passionate about making a positive difference. They’re now looking for Money Advisers to join our National Debtline team and help them support people across the UK to tackle their debts and manage their money with confidence. 

As a Money Adviser, you’ll provide tailored, specialist money advice to clients. You’ll help clients navigate complex debt situations, providing clear, empathetic and non-judgemental support while meeting quality and productivity standards. 

Your key responsibilities will include: 

· Providing specialist money advice and support across multiple channels. 

· Communicating with clients in a clear, supportive and empathetic way. 

· Identifying and explaining appropriate debt solutions (e.g. DROs, IVAs, DMPs). 

· Accurately maintaining client records and administrative processes. 

· Collaborating with colleagues to ensure service quality and continuous improvement. 

· Acting as an ambassador in all client and stakeholder engagement. 

About You 

Their ideal candidates will bring: 

· Proven experience in a telephony customer service or advice role. 

· Excellent communication skills – both written and verbal – with the ability to explain complex information simply to a variety of callers, some of whom may be distressed or have suicidal thoughts. 

· A customer-focused, empathetic and non-judgemental approach. A high level of IT proficiency (Word, Excel, Outlook, Teams, Zoom) and ability to adapt to new systems. 

· Strong organisational skills and the ability to manage workload effectively. 

· Resilience and the ability to stay calm in challenging situations. 

What they offer 

They provide full training and extensive support to give you all the tools needed to become an exceptional adviser. The majority of their 10-week training programme will be conducted at their offices in Birmingham (Five Ways) along with some remote training too. You must be able to commit to training on a full-time basis. 

Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. With the initiative to research some of the finer technical points of debt advice, you will possess the drive to succeed in a role that presents challenging targets. 

We believe in taking care of our people, and we offer a great range of benefits, including: 

· 29 days annual leave plus bank holidays 

· A contributory pension scheme 

· Flexible hybrid working arrangement 

· Generous life insurance 

· Wellbeing days to support your mental health 

· A healthcare cashback scheme 

· Access to an Employee Assistance Programme 

· Working outside the UK (up to 30 days in a 12-month period) 

· Free on-site gym (Birmingham) 

· Enhanced maternity pay 

· A birthday voucher to celebrate your special day 

How to Apply 

We’d love to learn more about you! Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Money Adviser. 

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique. 

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them. 

Important Information 

We may close this advert and process early if we receive a high number of applications, so please apply as soon as possible. 

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page. 

Our Commitment to Inclusion 

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work. 

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds. 

For 140 years, the Forces Employment Charity has proudly supported Service leavers, veterans, and their families in building successful civilian careers.

We provide veterans with life-long, life-changing support, jobs, and training opportunities, regardless of circumstances, rank, length of service, or reason for leaving.

​

Brief role description:

​​The NST Client Advisor plays a key role in delivering the support centre function for the programme. Working closely with the Nova Support Team (NST), the Advisor provides initial advice, guidance, and assistance to Veterans who are at risk of contact with the Justice System or are involved in the Justice System.

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Interested? Want to know more about the Charity? check out our Website.

​Eager to know more the role? Have a look at the Job Description attached

​What’s in it for you? Check out our Benefits.

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Have we convinced you to apply? If so, submit your CV and Covering Letter by closing date, Tuesday 4 November 2025 

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Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. ​If you are an internal applicant, please ensure you have made The People Team aware before applying.

​We are committed to equal opportunities and improving the working lives of our staff by fostering an inclusive, supportive environment where everyone, including those with disabilities, can thrive, develop, and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process.​

We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

Background Information

Spitfire Advice & Support Services (Birmingham) Limited is not-for-profit organisation that offers help, information and support to clients from the most excluded communities.  We are currently funded to deliver our services in Castle Vale Ward and all the Sutton Coldfield post codes. Other funding we have enables the delivery of a number of projects that support our client’s including our Money Advice and Financial inclusion programmes.

Our Money Advice Caseworkers’ support clients who are affected by welfare reforms and have complex welfare benefits and debt issues. The appointee will need to have extensive experience of Legal Services Commission casework in the context of the Advice Quality Standard and will have worked in a target driven environment but who will also understand that people will always be our priority.

Essential Qualifications:

a)Educated to degree or equivalent level or have demonstrable work experience in the delivery of debt and benefit advice.

b)Hold either an IMA (Institute of Money Advisers) qualification or have recent GGDA (Giving Good Debt Advice) training.

Job Purpose

The key purpose of the role is to deliver a first-class specialist debt and money advice service to clients in need of support. ensuring income maximisation for all clients through the take up of appropriate welfare benefits.

We use a digital case managment system which enables hybrid working to function smoothly.

Case Workers Core Duties (extracte from the full Job Description for the role)

a) The delivery to AQS standard of the core Money Advice Service. This may be via telephone, MS Teams, email or face to face

b) The provision of advocacy and court representation at tribunals or other statutory bodies as appropriate.

c) Taking client instructions; this may include but is not limited to; drafting letters/emails to the client and third parties, preparing financial statements and negotiating with third parties.

d) Ensuring income maximisation through the take up of appropriate welfare benefits.

e) Working to targets to ensure that we meet all our contractual obligations.

f) Managing own caseload, opening and closing cases appropriately and carrying out reviews as required by AQS and the Head of Advice

g)  The support, with other team members/volunteers, of the delivery of the service on an outreach basis if required.

h) Maintain accurate case and client records using our digital case management system and for purpose of continuity of client casework, information retrieval, statistical monitoring and reporting preparation to AQS standards.

i) Ensuring that all casework meets AQS standards and complies with Money Advice Team Procedural Manual.

j) The maintenance of records and other data ensuring that it is up to date and accurate; either paper records (as required by Tribunal cases) or on our digital casework management system.

k) Ensuring that all confidential information is managed in line with the company’s Confidentiality Policy and GDPR Policy.

Salary: £25,593.44 per annum (inclusive of shift allowance) + excellent benefits  

Remote Birmingham (remote with some hybrid working)  

Contract: Permanent,  Full time, 35 hours per week (rota basis including evenings and occasional Saturdays). 

Are you passionate about helping people manage their finances and overcome debt challenges? Do you thrive in a supportive, client-focused environment? Join our team as a Debt Advice Support Officer and make a real difference in people’s lives. 

About the Role 

As a Debt Advice Support Officer, you’ll be the first point of contact for clients preparing for debt advice. You’ll guide them through budgeting, gather key information, and support our Money Advisers by ensuring clients are ready for their advice sessions. 

This is a role for resilient candidates who are consistent in approach and can demonstrate that they are able to deal with subjects that can be highly emotive and sensitive. With proven experience in a customer service role, you will possess accurate data entry skills and have the desire to learn and develop. We offer full training and there is the opportunity, with experience in this role, to progress your career further as a Money Adviser. 

Your key responsibilities will include: 

· Support clients in creating budgets and gathering financial information 

· Maintain accurate records and appointment systems 

· Communicate empathetically and clearly with clients and colleagues 

· Ensure compliance with GDPR and internal quality standards 

About You 

Our ideal candidate will bring: 

· Strong verbal and written communication skills 

· Empathy and understanding of client needs 

· Proficiency in Microsoft Office and remote working tools 

· Attention to detail and good numerical skills 

· Experience in a customer service role 

Don’t worry if you don’t meet every requirement — if you’re excited about the role, we’d still love to hear from you. You may be the right person for this job, or for another opportunity with us. 

What We Offer 

We provide full training and extensive support to give you all the tools needed to become an exceptional Debt Advice Support Office. The majority of our three-week training programme will be conducted at our offices in Birmingham (Five Ways) along with some remote training too. 

We believe in taking care of our people, and we offer a great range of benefits, including: 

· 29 days annual leave plus bank holidays 

· A contributory pension scheme 

· Flexible hybrid working arrangement 

· Generous life insurance 

· Wellbeing days to support your mental health 

· A healthcare cashback scheme 

· Access to an Employee Assistance Programme 

· Working outside the UK (up to 30 days in a 12-month period) 

· Free on-site gym 

· Enhanced maternity pay 

· A birthday voucher to celebrate your special day 

How to Apply 

We’d love to learn more about you! Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Debt Advice Support Officer. 

We value authentic applications, so please refrain from using AI-generated content. We’re interested in hearing your own words, experiences, and motivations, this helps us understand your genuine interest in the role and what makes you unique. 

If you need any adjustments to help you perform at your best during the recruitment process, please contact us and we’ll be happy to discuss them. 

Important Information 

We may close this advert and process early if we receive a high number of applications, so please apply as soon as possible. 

We will only use the data you supply to us for recruitment purposes, and it will be held for twelve months. For further details, please see our Privacy Notice for Job Applicants on our vacancies page. 

Our Commitment to Inclusion 

We take diversity seriously and are committed to creating a workplace that reflects the communities we serve. Our values: ‘We put people first, We support each other, We solve problems’ underpin our vision to be a place where everyone feels welcome, respected, and empowered to bring their authentic selves to work. 

We use a blind recruitment system to ensure fairness. Personal details such as name, address, gender, ethnicity, sexual orientation, or educational institution remain hidden until shortlisting is complete. We warmly welcome applications from all backgrounds. 

Community Fundraiser - London​

Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research? ​

Brain Tumour Research is seeking an experienced and motivated fundraiser to join our team. As a key part of our fundraising efforts in our high-performing East region, you will have the opportunity to drive income generation through a variety of initiatives, including challenge events, fundraising groups, and corporate partnerships such as charity of the year. You will also be responsible for driving initiatives to increase our profile and supporter base within London.​

Key Responsibilities: ​​​

• Generate income across a range of community fundraising initiatives and events, with the opportunity to lead on key projects 
• Steward supporters to help drive the charity’s fundraising activities and growth 
• ​Work with the fundraising team to develop and maintain strong relationships with fundraisers, donors, partners, and key stakeholders ​
• Contribute towards the growth and success of fundraising efforts, ensuring a sustainable income stream for the vital ongoing funding of brain tumour research ​​

Requirements: ​​

• At least one year of fundraising experience, with a proven track record in income generation 
• Strong experience in supporter stewardship  
• Excellent communication skills, with the ability to engage and inspire supporters and partners alike ​
• Passion for Brain Tumour Research and its mission to fund research and ultimately find a cure 

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If you are looking for a fulfilling and impactful role and have the level of experience and skill we are looking for, we welcome your application.​​

​For this role, the successful candidate must live in the London area.​​

​We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.

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We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process.  Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.

Closing Date: 28th November 2025

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We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.

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Community Fundraiser - Home Counties

​

Are you ready to take on a new challenge with a leading charity making a real difference in brain tumour research? ​

Brain Tumour Research is seeking an experienced and motivated fundraiser to join our team. As a key part of our fundraising efforts in our high-performing East region, you will have the opportunity to drive income generation through a variety of initiatives, including challenge events, fundraising groups, and corporate partnerships such as charity of the year. You will also be responsible for driving initiatives to increase our profile and supporter base within Buckinghamshire, Bedfordshire, Hertfordshire, Northamptonshire and Essex. 

​​

Key Responsibilities: ​

• ​Generate income across a range of community fundraising initiatives and events, with the opportunity to lead on key projects 
• Steward supporters to help drive the charity’s fundraising activities and growth 
• ​Work with the fundraising team to develop and maintain strong relationships with fundraisers, donors, partners, and key stakeholders ​
• Contribute towards the growth and success of fundraising efforts, ensuring a sustainable income stream for the vital ongoing funding of brain tumour research ​

​

Requirements: ​​

• At least one year of fundraising experience, with a proven track record in income generation 
• Strong experience in supporter stewardship  
• Excellent communication skills, with the ability to engage and inspire supporters and partners alike ​
• Passion for Brain Tumour Research and its mission to fund research and ultimately find a cure 

​

If you are looking for a fulfilling and impactful role and have the level of experience and skill we are looking for, we welcome your application.

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​We will give preference to those candidates living in the Bucks, Beds and Northants areas of this region.​​​

​We reserve the right to close the application window early and advise candidates to apply in good time to avoid disappointment.​

We are asking for a CV as the first step but applicants may be asked to provide a targeted covering letter as part of the selection process.  Interviews will be conducted during the application window as appropriate, and will consist of a first interview via MS Teams, progressing, if successful to a face to face second interview, held at our offices in Milton Keynes.

Closing Date: 06th November 2025

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We are looking for people who share our passion for finding a cure for brain tumours and who have the skills and experience to make a difference. We welcome applications from candidates of all backgrounds, cultures, genders, sexual orientations, abilities, and ages. We believe that diversity enriches our organisation and helps us achieve our mission. We are committed to providing an inclusive and supportive environment where everyone can be themselves and contribute to our vision.

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