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As a Benefits, Debt and Money Advisor you will provide expert guidance and practical support to individuals facing financial difficulties. Through face-to-face, telephone, and email interactions, you will offer tailored advice on legal rights, debt solutions, and benefits entitlements.
Come and be part of the leading Armed Forces charity, making a difference to the lives of those who have served to keep us safe and protect our way of life.
In this role, you will:
- Provide specialist debt casework, ensuring compliance with FCA regulations
- Conduct benefit calculations and maximise income opportunities
- Provide specialist level welfare benefits casework including the preparation of written submissions and representation at first tier tribunal (full training provided when progressing to dual specialism)
- Advocate for clients by drafting letters, gathering medical evidence, and researching case law
- Maintain accurate case records for continuity, reporting, and analysis
- Build strong relationships with MOD, DWP, NHS, local authorities, and service charities
- Stay up to date with changes in debt and social security legislation
- Deliver a holistic, person-centred service, ensuring coordinated support
- Manage referrals and caseloads to provide timely assistance
What we’re looking for:
- Experience in debt advice and FCA compliance
- Knowledge of welfare benefits and benefit calculations
- Ability to manage your own caseload
- Proficiency in Microsoft Office and case management systems
- Money Advice Practice Certificate (or equivalent) or debt advice experience
RBL offers a holistic Benefits & Debt advice service, with the expectation that the successful candidate will develop knowledge, skills & experience in welfare benefits (full training and supervision provided) to be able to support clients in challenging social security benefit decisions via the appeals process. What makes us unique:
- Self-funded: We don’t bid for external funding, we are not subject to funding constraints or time limits, and we are not bound by external targets.
- Holistic: We are not limited to a specific amount of time per case, and we always want to support the whole person. We have our own services which support with areas such as drug and alcohol, homelessness, and dementia and importantly, we provide funding directly to pay off priority debts and insolvency fees. Our services can change people’s lives.
- Connected: We work from home as part of a strong Regional & National team and manage our own diaries accordingly.
- Dynamic: We pride ourselves on our learning & development, constantly improving our expertise through training to ensure we are providing the best quality service to those we support.
The role is homebased with occasional travel required throughout East and West Midlands. Living within this region, having a driving licence and access to your own vehicle is essential in being able to undertake this role. This will include travel to tribunal locations and home visits. In addition, travel to team meetings and training, usually in London, is required. You may also be required to attend national BDMA Service annual events held across the UK. We do cover travel expenses.
This position is also subject to pre-employment checks including an Enhanced DBS check.
Employee benefits include:
- 28 day’s paid holiday (plus bank holidays) increasing with service, with optional annual leave purchase scheme of up to 5 working days
- Enhanced paid maternity, paternity and adoption leave
- Generous pension contributions, with Employer contributions ranging from 6% to 10%
- Range of flexible working options may be available, depending on your role
- Employee Assistance Programme providing confidential counselling, financial and legal advice
- Range of courses delivered by learning specialists to support your development goals and objectives
- Opportunities to volunteer
- Travel loans, Cycle to Work, and more!
For more detailed information about the role, please see Job Description attached to our direct advert. Our teams take a personalised approach to shortlisting, which is carried out without the use of AI and is based on the evidence provided in your application against the essential and desirable criteria in the Person Specification.
RBL is committed to creating a diverse and inclusive organisation, reflecting the diversity of the armed forces community and of wider society. We welcome applications from people of all backgrounds and personal characteristics.
As part of our commitment to inclusion, we offer guaranteed interview schemes for candidates who declare an Armed Forces connection and/or a disability. However, candidates are only eligible for this scheme if their application clearly demonstrates that they meet all of the essential criteria listed in the Person Specification for the role.
Closing Date: 26th June 2026
Interview date: w/c 6th July (TBC)
We may close this vacancy early if we believe we have enough strong applications to be able to successfully fill the role(s). Interested candidates are encouraged to apply as soon as possible.
About The Company
Since 1921, the Royal British Legion has been dedicated to supporting members of the Armed Forces community, and we will continue to be there for as long as we are needed, ensuring their unique contribution is never forgotten.
As the UK's largest Armed Forces charity, we are proud to have over 180,000 members, 110,000 volunteers, 1,900 employees, and a wide network of partners and charities working together to provide lifelong support, whatever the need and whenever it is required.
We are committed to supporting our people through flexible and hybrid working where possible, a strong focus on wellbeing, and opportunities to develop skills and grow careers while making a meaningful impact.
Visit our Careers Page to discover more about the Royal British Legion, including our departments, employee benefits, values, candidate guidance, and the strategy that underpins our work and impact.
Age UK Bromley & Greenwich is an independent local charity supporting older people across both boroughs. We work to enable, support and connect older people, promote independence and wellbeing and ensure their voices are heard.
We are looking for an Information & Advice Triage Worker to be the first point of contact for older people, carers and their families seeking support.
About the role
This role is central to our Information & Advice service. You will provide high-quality initial information and guidance, assess urgency and risk, and ensure people are directed quickly and appropriately to advice services, support services or partner organisations.
You will often be the first person someone speaks to, so a calm, empathetic and professional approach is essential.
Key responsibilities
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Act as the first point of contact for enquiries, mainly by telephone, with some face-to-face and email contact
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Provide accurate information on issues affecting older people including benefits, housing, care, health and local services
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Carry out structured triage to identify needs, priorities and risks
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Manage expectations clearly and sensitively
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Identify safeguarding concerns and follow organisational procedures
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Make timely referrals to internal services and external partners
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Maintain clear professional boundaries while offering a warm, person-centred response
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Record all contacts accurately and promptly on the organisation’s CRM system
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Maintain clear, concise and professional case notes
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Ensure confidentiality, consent and data protection requirements are met
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Work closely with advisers, service coordinators and partner agencies
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Take part in team meetings, supervision and training
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Keep knowledge up to date on welfare benefits, services and local provision
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Promote Age UK Bromley & Greenwich services positively and professionally
About you
Essential
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Experience in frontline information, advice, triage or high-volume customer contact work
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Confidence handling calls from people who may be distressed, anxious or frustrated
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Strong listening and questioning skills
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Ability to assess urgency and risk and take appropriate action
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Clear verbal and written communication skills
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Experience using a CRM or case management system
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Good general IT skills including email and Microsoft applications
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Understanding of confidentiality, safeguarding and professional boundaries
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Awareness of issues affecting older people and carers
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Commitment to equality, diversity and inclusion
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Empathy, patience and a non-judgemental approach
Desirable
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Experience in the voluntary sector or health and social care
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Knowledge of welfare benefits, housing or adult social care
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Experience of face-to-face advice or reception-based work
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Knowledge of local services in Bromley or Greenwich
What we offer
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27 days annual leave plus bank holidays (pro rata), including two days over Christmas
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Pension scheme with 5% employee and 3% employer contributions
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Employee Assistance Programme offering 24/7 support
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Supportive team environment with training and development opportunities
If you want to play a vital role in helping older people feel heard, supported and confident accessing the right help, we would love to hear from you.
We're a local charity working in the community to support older people, their families and carers. We want everyone to be able to love later life.



The client requests no contact from agencies or media sales.
Do you have the skills to manage contracts, lead a team, and work collaboratively within a multi-agency pathway?
We’re excited to offer an opportunity as Local Services Manager for Somerset. This is a home-based role, but you’ll need to travel regularly across the region for meetings, engagement activities, and partnership work. Mileage claims will be paid from the Somerset border. This is a large, rural county with poor transport links, so access to your own vehicle is required.
Somerset is a unique area for Alzheimer’s Society, with services delivered through a grant-funded contract with supportive and innovative commissioners. The Somerset Dementia Adviser Service is also an active participant in the Somerset Dementia Partnership, and has supported delivery of conferences and activities. The local ICB has recently clustered with Dorset and BANES, Swindon and Wiltshire, connecting you to colleagues within your ICB and the wider South West.
You’ll work closely with another Local Services Manager to oversee delivery across the region. Your responsibilities will include managing contracts and groups, leading a team of Dementia Advisers, our valued volunteers and ensuring services align with our Help and Hope strategy and organisational values.
About you
You will have:
- Experience in managing or supporting service delivery, ideally within health, social care or community settings or transferable experience from related sectors.
- Experience in leading geographically dispersed, community-based teams and managing contracts, with a focus on quality and safe delivery of a high performing service.
- You will be confident using IT systems and managing and reviewing information through computerised recording systems. You will also be able to confidently navigate relationships through virtual means, including Teams.
- Passionate about continually improving services for people affected by dementia and informed by their experiences. You will be committed to our values, and have a focus on meeting the needs of the diverse communities of Somerset, driving forward equity and accessibility in our service.
- Comfortable working independently and collaboratively across a dispersed team.
- Have organisational and relationship-building skills, with the ability to engage stakeholders and monitor performance.
- Be able to travel regularly across Somerset and maintain a strong local presence.
Please don’t be put off from applying if you don’t meet every single requirement listed. We recognise the value of transferable skills and lived experience, and we’re keen to hear from candidates who can demonstrate potential, capability and a willingness to learn.
Key Responsibilities:
- Managing, monitoring and reporting on the requirements of the contract to the ICB and Dementia Partnership.
- Leading and supporting a team of Dementia Advisers and volunteers. You will also be responsible for group delivery across the county.
- Working closely with another Local Services Manager to ensure seamless delivery across Somerset. You will also be part of the South West Regional Management Team, with occasional face to face meetings outside of the immediate area.
- You will be responsible for quality monitoring, performance and team culture of the Somerset team.
- Building relationships with local authorities, the health board, and pathway partners, including presenting to diverse audiences and advocating for people with dementia and the service. This may also include occasional requests for media interviews.
- Identifying opportunities to strengthen services and improve outcomes for people affected by dementia.
Interviews for this role have been provisionally scheduled to take place over Teams w/c 6th July
About Alzheimer's Society
Dementia is the UK's biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer's Society, we're the UK's leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we're working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.