Financial Wellbeing Adviser
| Posting date: | 14 July 2025 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | upto £25,700, plus employees assistance programme and perks |
| Hours: | Full time |
| Closing date: | 28 July 2025 |
| Location: | SN1 1HE |
| Remote working: | Hybrid - work remotely up to 2 days per week |
| Company: | Swindon and District Citizens Advice Bureau |
| Job type: | Permanent |
| Job reference: | 07/2025/1 |
Summary
The role focuses on helping people navigate challenges related to welfare benefits, debt, housing, and income maximisation.
You will be part of a team championing Financial Wellbeing in Swindon and promoting opportunities to embed financial inclusion across the borough.
Delivering outcomes focussed advice helping people to find a way forward with the problems they face
Key Work Areas and Tasks
Advice & Casework
Provide information and advice (generalist level) with a particular focus on welfare benefits, income maximisation, budgeting support, fuel costs, and preventative work
Interview and advise clients face to face in the office, at a variety of outreach locations and over the phone.
Work with clients (individually or in small groups) to develop their knowledge, skills and confidence in managing their money effectively and making informed financial choices.
Supporting clients from diverse communities, using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to address
Empower clients to take action to resolve their problems. This might include supporting clients in drafting or writing letters, making phone calls, or referring the clients to another organisation
Research local solutions (eg food bank vouchers, fuel vouchers, local grants and assistance funds)
Be a champion for all aspects of Financial wellbeing and Inclusion within the Borough, working with partners to embed financial capability knowledge.
Ensure that all work conforms to the Citizens Advice Quality Standard.
Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Deliver energy efficiency advice (training given)
Project Work
Attend external events and meetings to promote the project and champion Financial Wellbeing, these may be outside of normal office hours.
Develop literature to promote the project and carry out other marketing activities such as case studies, articles or delivering presentations.
Help develop and maintain a range of partnerships to reach clients and gain support for the project.
Research and Campaigns
Monitor advice enquiries, contributing to research and campaign projects locally, and across the Citizens Advice network
Professional development
Undertake role appropriate training as agreed with line manager
Attend relevant internal and external meetings as agreed with the line manager.
Attend supervision sessions with your line manager at agreed periodic intervals.
General Duties
Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the organisation.
Contribute to a positive working environment in which equality and diversity are championed, dignity at work is upheld and staff and volunteers perform optimally.
Work to foster good relationships with external organisations.
Promote the aims, policies, and membership requirements of the Citizens Advice service and Citizens Advice Swindon.
Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues.
Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the advice service.
You will be part of a team championing Financial Wellbeing in Swindon and promoting opportunities to embed financial inclusion across the borough.
Delivering outcomes focussed advice helping people to find a way forward with the problems they face
Key Work Areas and Tasks
Advice & Casework
Provide information and advice (generalist level) with a particular focus on welfare benefits, income maximisation, budgeting support, fuel costs, and preventative work
Interview and advise clients face to face in the office, at a variety of outreach locations and over the phone.
Work with clients (individually or in small groups) to develop their knowledge, skills and confidence in managing their money effectively and making informed financial choices.
Supporting clients from diverse communities, using sensitive listening and questioning skills in order to allow clients to explain their problem(s) and empower them to address
Empower clients to take action to resolve their problems. This might include supporting clients in drafting or writing letters, making phone calls, or referring the clients to another organisation
Research local solutions (eg food bank vouchers, fuel vouchers, local grants and assistance funds)
Be a champion for all aspects of Financial wellbeing and Inclusion within the Borough, working with partners to embed financial capability knowledge.
Ensure that all work conforms to the Citizens Advice Quality Standard.
Maintain case records for the purpose of continuity of casework, information retrieval, statistical monitoring and report preparation.
Deliver energy efficiency advice (training given)
Project Work
Attend external events and meetings to promote the project and champion Financial Wellbeing, these may be outside of normal office hours.
Develop literature to promote the project and carry out other marketing activities such as case studies, articles or delivering presentations.
Help develop and maintain a range of partnerships to reach clients and gain support for the project.
Research and Campaigns
Monitor advice enquiries, contributing to research and campaign projects locally, and across the Citizens Advice network
Professional development
Undertake role appropriate training as agreed with line manager
Attend relevant internal and external meetings as agreed with the line manager.
Attend supervision sessions with your line manager at agreed periodic intervals.
General Duties
Work cooperatively with colleagues and encourage good teamwork, clear lines of communication and common practices within the organisation.
Contribute to a positive working environment in which equality and diversity are championed, dignity at work is upheld and staff and volunteers perform optimally.
Work to foster good relationships with external organisations.
Promote the aims, policies, and membership requirements of the Citizens Advice service and Citizens Advice Swindon.
Abide by health and safety guidelines and share responsibility for your own safety and that of colleagues.
Carry out any other tasks that may be within the scope of the post to ensure the effective delivery and development of the advice service.