Financial Wellbeing Adviser (Money, Benefits and Energy)

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 Orbit Financial Inclusion team. You will be working for our Financial Inclusion programme and focus on supporting Orbit customers both telephone and face to face exclusively with:

 1. Money advice with income maximisation

2. Welfare benefits advice and take-up work

3. Energy Advice and Support Case work is expected to help navigate the customer through a full journey.

For full details: https://www.citizensadvicemidmercia.org.uk/work-with-us

We are looking for someone who:

• Has excellent communication skills
• Can manage own time effectively with a keen eye for detail
• Can monitor and maintain own standards ensuring work is accurate
• Has worked in a public-facing role
• Is in possession of a full driving licence and use of a car, or otherwise able to fulfil the travel requirements necessary

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 month’s 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 (full-time)
• Location: Hybrid working between Home and one of Orbit’s Hubs at Stratford upon Avon (CV37 9PB ) and with occasional travel to Citizens Advice Office in Derby
• Contract: fixed-term until 31 March 2028

Please visit our website to find the full Job Description and Person Specifications for this role and a helpful Candidate Guide on our recruitment process - https://www.citizensadvicemidmercia.org.uk/work-with-us

To apply - send your CV and cover letter, explaining why you would be suitable for this role, to staff@citizensadvicemidmercia.org.uk

Closing Date: 12 October 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.