Financial Wellbeing Adviser
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-08-29
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Social Work
Community Health, Community Support Services, Human Services/ Social Work
Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.
Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who rely on us.
We are currently seeking an experienced Financial Wellbeing Adviser to join our team. You will be working for our Financial Inclusion programme and focus on supporting Orbit customers both telephone and face to face exclusively with:
- Money advice with income maximisation
- Welfare benefits advice and take-up work
- Energy Advice and Support
Casework is expected to help navigate the customer through a full journey.
Full training and support will be given to the successful candidate to enable them to carry out their role
Responsibilities / Key Tasks:
- Interview clients using sensitive listening and questioning skills to allow clients to explain their problem(s) and empower them to set their own priorities
- To interpret information and present options to clients
- Assist clients with other related problems where they are an integral part of their case and refer to other advisers or specialist agencies as appropriate
- To maintain confidentiality, use discretion and sound judgement in undertaking all areas of responsibilities
What we offer in return:
- 28 days entitlement plus bank holidays pro-rata
- Full advice training is offered to all members of staff regardless of role to Advice Quality Standard (AQS)
- Opportunities for further training and continuous professional development
- Internal progression opportunities
- Supportive environment
- Remote/flexible working opportunities, subject to management approval
- Paid DBS application, where applicable
- 5% pension contributions
- 3 months full contractual pay for maternity, upon meeting qualifying criteria
- Potential additional permanent contracted hours, where the organisational need exists
The essentials
Salary: £24,784.5 - £26,303 per annum
Hours:
37.5 hours per week
Location:
Hybrid working between Home and one of Orbit’s Hubs at Erith DA8 3PY
or Margate CT9 1DX
with occasional travel to Citizens Advice Office in Derby
Contract:
Fixed Term until 31.03.2027 with a possible extension dependent on funder requirements
Closing Date: 8 September 2026
Thank you for your interest in our vacancy. The above role is advertised on a rolling recruitment basis. We reserve the right to withdraw or close this vacancy at any time, without prior notice, before the advertised closing date. Please apply as soon as possible to avoid disappointment.
If you do not hear back from us within 15 working days, please assume that your application has been unsuccessful on this occasion. Please do not be discouraged from applying for other positions within our organisation.
We are a Disability Confident Employer
Citizens Advice Mid Mercia are an accredited (Level
1) Disability Confident employer, and values diversity and promotes equality. We encourage and welcome applications from suitably skilled candidates from all backgrounds. We follow the social model of disability which believes that it is the barriers created by society which disable people. We will use reasonable adjustments wherever possible to remove those barriers.
Proud member of the Disability Confident employer scheme
Financial Wellbeing AdviserCompany:
Citizens Advice Mid Mercia Salary: £24,784.50 to £26,303 a year
Hours:
Full-time
Location:
DA8 3PY
Working pattern:
Hybrid - 2 days remote Job type:
Contract Posting date: 27 Aug 2026 Closing date: 8 Sept 2026 Apply for this job
Do you have a passion for working in the heart of your local community and are driven by making a difference? Then Citizens Advice Mid Mercia is the organisation for you.
Our free and independent advice helps people solve problems in a confidential and impartial manner. Whatever the problem, we won’t turn people away. We make a difference. Our trusted brand and the quality of our research mean we make a real impact on behalf of the people who…
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