Trainee money advisor jobs
Since 1899, Birmingham Settlement has been working to create opportunity and choice – connecting and empowering people through action, activities, and shared learning to build and sustain wellbeing for all.
Debt & Welfare Benefits Adviser / Debt & Welfare Benefits Trainee Adviser
Four posts
Salary: £29,063 pa for experienced adviser.
£23,500 pa for trainee (review after 6-months)
35 hours per week, 25 days A/L + contributory pension scheme
Birmingham Settlement has an opportunity to join our Money Advice Team, either as an experienced Debt & Welfare Benefits Adviser or a Debt & Welfare Benefits Trainee Adviser.
As an experienced Debt & Welfare Benefits Adviser you will already have a background in providing effective, high-quality debt and welfare benefits advice to a wide range of clients in differing circumstance. As a Trainee you will have a basic knowledge and understanding of the issues affecting people experiencing debt and benefit problems along with some experience in an advice service or customer facing setting along with the ability and willingness to undertake training and development.
Based at our Newtown office with outreach work in other areas of the city, you will be adaptable with excellent communication skills, flexibility, and the ability to manage your own workload.
You will be joining a long established and professional Money Advice Team providing specialist advice with a holistic approach that covers all areas of debt and welfare benefit along with training to build and continually improve money management and financial capability.
This is a great opportunity to join a progressive charity making a real difference to people’s lives – see our website
For an informal discussion about the roles call Theresa Gniadkowski
For an application pack visit our website, email us or write to Human Resources, Birmingham Settlement – Sports & Community Centre, 600 Kingstanding Road, Kingstanding, Birmingham, B44 9SH
Closing date for applications: Friday,23/05/2025 at 5pm
Interviews: Friday, 30/05/2025
Birmingham Settlement is committed to Equality of Opportunity and welcomes applications from all sections of the community. Registered charity number 517303
Registered Charity 
21 - 50
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
If you are committed to reducing poverty in our communities, excited by our vision and ethos, and keen to use your debt advice experience to support those most in need, we would love you to consider applying for this role – it could be the best decision you ever make!
The primary purpose of this role is to provide debt advice and money education on a case management basis and to support the provision of advice by volunteers. The post holder will be expected to manage their own cases and lead appointment sessions.
Ideally we are looking for someone with prior debt or social welfare experience, and who has experience of working with and supporting volunteers. However we will also consider employing someone as a trainee adviser if you are able to demonstrate that you possess the skills, maturity and determination to become proficient in this role.
The role will be based in one of our branches in west London, but hybrid and remote options will be considered for the right candidate.
Crosslight Advice offers a comprehensive range of benefits to employees including access to a Health Cash Back Plan and EAP and is committed to offering comprehensive learning and development opportunities. Full and part time working options will be considered.
To find out more please see our Job Pack attached.
The client requests no contact from agencies or media sales.
Thank you!
The Role:
Citizens Advice Knowsley is funded by the Money and Pensions Service to deliver debt and money advice. We are looking to recruit a Project Central Debt Supervisor to provide Technical Supervision as part of Greater Merseyside Money Advice Partnership (GMMAP) Quality team to deliver high quality and effective debt advice and support the GMMAP central team. As well as the technical development of staff and supporting the existing quality team you will also be involved in looking at the wider training needs of the GMMAP partnership.
The job allows for hybrid working with travel when required throughout the Liverpool City Region & Warrington to various GMMAP sites. This is a fantastic opportunity for an individual who has a passion for people development, a keen team player who can work independently whilst prioritising their own work and managing deadlines and targets. In return for your desire for success, we will make sure you receive all the training and coaching you need to fit right into our team.
What Are We Looking For?
- Effective oral & written communication skills: with particular emphasis on presenting feedback and coaching.
- Ability to use IT Systems in the preparation of reports and submissions: Microsoft Office – proficiency in Excel, Word and Powerpoint.
- Ability to prioritise own work, manage deadlines and targets to meet Service Level Agreements.
- A minimum of 2 years’ Experience of delivering debt advice to Quality Mark standards and funder requirements.
Why Citizens Advice Knowsley?
Things don’t stop with delivering an outstanding customer experience, we believe in working together as one to improve the lives of all residents within the Liverpool City Region & Warrington.
You will also have opportunities to affect and influence change through being involved in research and campaigns work by providing information about clients' circumstances through the appropriate channels and recognising the need to identify issues having an impact on our clients’ lives.
Benefits:
- Employers Pension contribution of 6%
- Accredited Qualifications
- Continuous Personal Development in your role.
- Career progression opportunities across the organisation.
- 25 days holiday + Bank holidays (increases with length of service)
- Holiday purchase scheme
Closing date for applications: Tuesday 20th May 2025 at midday
Interviews will take place at our Kirkby office on Tuesday 3rd June 2025
