Benefit, Debt and Money Advisor

Benefit, Debt and Money Advisor

  • Location

    Nantgarw, Rhondda Cynon Taff

  • Sector:

    Contact Centres

  • Job type:


  • Salary:

    £23000 - £25000 per annum

  • Contact:

    Rachel Nielsen

  • Contact email:


  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Startdate:

    July 2018

Job Role: Benefit, Debt and Money Advisor

Location: Nantgarw

Salary: £23k (starting)

Hours: 40 hours per week - Monday to Friday

Do you have experience in providing benefit, debt and money advice to vulnerable people? If so, we need you!

Our Client is looking for applicants to join their team and provide debt advice and advocacy services to current and ex-serving members of the UK Armed Forces. Ideally applicants will hold the Certificate in Money Advice Practice obtained via the Institute of Money Advisers, along with being a debt relief order intermediary or, working towards this.

The successful candidate will be responsible for providing debt advice both on the phone and online.

Applicants must demonstrate the following qualities:

A valid IMA qualification or signs of working towards this

Great attention to detail

Outstanding customer service skills with an empathic manner

Experience in providing benefit and/or debt advice

Education & Training

Educated to a good standard which is to at least GCSE level or equivalent.

You will have successfully obtained the Certificate in Money Advice or be willing to work towards obtaining this qualification.

You will be preferably be a Debt Relief Order intermediate or be willing to qualify as one.

Knowledge & Experience

Extensive debt and welfare benefit knowledge. Applications will be considered from candidates with extensive knowledge in one of the two areas as long as the candidate is willing to work towards gaining extensive knowledge in both areas.

Demonstrable experience of providing advice/carrying out casework on welfare benefit and debt issues (minimum of 1 year's full time equivalent experience). Applications will be considered from candidates with experience in one of the two areas as long as the candidate is willing to work towards being a competent adviser for both areas.

Experience of managing and being accountable for own caseload to include meeting deadlines and targets.

Experience of working with vulnerable beneficiaries facing challenging circumstances is desirable.

Experience of providing help of those within the Armed Forces Community is also desirable.

Thirdly it is desirable that you have gained experience of delivering debt and/or welfare benefits advice by telephone and/or by email. This would preferably be on a national basis.

Lastly it is also desirable that you have experience of carrying out quality assurance work e.g. peer reviews.


Able to consistently deliver high quality advice in accordance with the Financial Conduct Authority requirements (where relevant).

Effective as a member of a team but also able to work independently.

A good telephone manner along with effective communication skills.

Effective writing skills e.g. correspondence, submissions and good numeracy skills e.g. preparation of financial statements.

Ability to use IT in the provision of advice, case recording and preparation of reports and submissions.

Able to manage time effectively.

Ability to form empathetic relationships with beneficiaries.